Ingenia Communities Group Stapled Units (INGEF) Q4 2026 Earnings Call Transcript

SA Transcripts 162.01K Followers Follow Ingenia Communities Group Stapled Units ( INGEF ) Q4 2026 Earnings Call August 25, 2026 9:30 PM EDT Company Participants John Carfi - MD, CEO & Director Justin Mitchell - Chief Financial Officer Michael Rabey - Executive General Manager of Acquisitions & Development Kristy Minter - Executive General Manager of Residential Matthew Young Conference Call Participants Adam West - JPMorgan Chase & Co, Research Division Adam Calvetti - BofA Securities, Research Division Suraj Nebhani - Citigroup Inc. Exchange Research Benjamin Brayshaw - Barrenjoey Markets Pty Limited, Research Division James Druce - CLSA Limited, Research Division Tom Bodor - Jarden Limited, Research Division Murray Connellan - MA Moelis Australia Securities, Research Division Presentation Operator Thank you for standing by, and welcome to the Ingenia Communities Group FY '26 Results and Proposed Acquisition of Peet Limited Teleconference and Webcast. [Operator Instructions] I would now like to hand the conference over to John Carfi, CEO and Managing Director. Thank you. Please go ahead. John Carfi MD, CEO & Director Good morning, and thank you all for attending. By now, you are all, no doubt, aware of our announcement this morning regarding the proposed acquisition of Peet. While I'm sure there's an eagerness to jump to questions relating to this transaction, first, I'd like to lead with the incredibly strong result delivered by the Ingenia team for FY '26. I'll leave plenty of time to cover the proposed transaction and for questions. I'm pleased to be presenting my second full year result for Ingenia, representing the second year of the 5-year plan announced in August 2024 and another year focused on execution and financial growth. Before we get underway, allow me to introduce some of our executive team who are joining me to present and also to answer questions. Justin Mitchell, our CFO; Donna Byrne, General Manager of Investor Relations and Sustainability; Kristy Minter, EGM, Residential Communities; Matt Young, EGM, Tourism; and Michael Rabey, EGM, Acquisitions and Development.