GemLife Communities Group (ASX:GLF): What Drove Home Settlements and Revenue in the First Half?

Aditi Sarkar

29 October 2026 09:35 PM AEDT

GemLife Communities Group (ASX:GLF): What Drove Home Settlements and Revenue in the First Half?

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Key Highlights

On 29 October 2026, GemLife Communities Group (ASX:GLF) was quoted at AUD 3.90 after a 0.52% rise during the session.
Great Place to Work® Achieved Great Place to Work® certiﬁcation for 2026/2027, becoming the ﬁrst land lease community operator in Australia to earn this recognition for workplace culture and employee experience.
Awards GemLife Rainbow Beach won CCIA NSW's Land Lease Community of the Year 2026.

GemLife Communities Group (ASX:GLF) operates in the Australian property and real-assets sector, with its activities examined through the reporting periods covered in its financial disclosures. For the completed 29 October 2026 trading session, GemLife Communities Group (ASX:GLF) was quoted at AUD 3.90, up 0.52% for the day. This article reviews the company’s reported operating performance, property portfolio activity, financial measures and management’s stated plans. Results are described by their specific reporting periods so that historical outcomes are not presented as new events.

Financial Results and Operating Measures

EBITDA, Underlying NPAT and Underlying EPS are non-IFRS ﬁnancial measures and are deﬁned in the Glossary on slide 34.

See slide 14 for further detail. – As at 30 June 2026, GemLife had 292 Homes under contract and an additional 78 Homes with expressions of interest (EOIs), representing a total sales pipeline of 370 Homes, compared with 246 at 31 December 2025.

Development 11 Average Home Build Margin ($ and %) over the past 7.5 years Number of Homes Settled (#) GemLife continues to grow development earnings through strong margins, higher settlement volumes and increased Home sale prices.

This represents 27% growth in construction activity in 1H26. – Demand continues to outpace the increase in supply – as at 30 June 2026, there were only 10 complete and available Homes across the entire Portfolio.

GemLife Moreton Bay NearMaps Aerial Photo (8 June 2025 vs 5 June 2026) Case Study: Moreton Bay Opportunity Identiﬁed: • By mid-2025, demand at Moreton Bay was materially exceeding supply, with inspections booked three weeks in advance and no available stock Homes for sale.

Property Portfolio and Tenant Activity

The increase since 31 December 2025 reﬂects the accelerated rollout of new Communities in response to stronger demand and increased contracted sales.

Investment Properties • The weighted average capitalisation rate for the Community Operations component of the investment properties was 5.14% at 30 June 2026.

33 Communities1 10,452 Sites Communities Status Completed/Active Under Development DA Approved Pipeline Greenﬁeld Pipeline Projects Secured 22 7 1 3.

Transactions and Capital Management

The increase since 31 December 2025 reﬂects the accelerated rollout of new Communities in response to stronger demand and increased contracted sales.

Business Priorities and Operating Context

33 Communities1 10,452 Sites Communities Status Completed/Active Under Development DA Approved Pipeline Greenﬁeld Pipeline Projects Secured 22 7 1 3.

Outlook and Reported Measures

Key Insights

GemLife Communities Group (ASX:GLF) is examined through its reported financial outcomes, property operations and development or capital-management activities. The figures in the article relate to the periods identified in the relevant sections; future objectives are distinct from completed transactions and historical results. The increase since 31 December 2025 reﬂects the accelerated rollout of new Communities in response to stronger demand and increased contracted sales. Investment Properties • The weighted average capitalisation rate for the Community Operations component of the investment properties was 5.14% at 30 June 2026.

FAQs

Q: What is the ASX ticker for GemLife Communities Group?

A: The ticker is ASX:GLF.

Q: What share price was recorded for ASX:GLF on 29 October 2026?

A: AUD 3.90, with a daily movement of +0.52%.

Q: Which financial periods are discussed for ASX:GLF?

A: The article identifies the reporting periods alongside the relevant reported figures.

Q: What business activities are covered for GemLife Communities Group (ASX:GLF)?

A: The discussion covers the reported asset portfolio, business operations and financial performance.

Q: How are prospective plans for ASX:GLF described?

A: Company-stated objectives and guidance are distinguished from completed operational results.

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