REA Group (ASX: REA) Reports FY26 Results with Revenue Growth, AI Product Expansion and Strategic Acquisitions

Sonal Goyal

06 August 2026 10:52 AM AEST

REA Group (ASX: REA) Reports FY26 Results with Revenue Growth, AI Product Expansion and Strategic Acquisitions

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Key Highlights

REA Group (ASX: REA) reported revenue growth from its core operations alongside higher EBITDA, net profit and earnings per share.
The company expanded AI-powered products, launched its Video Hub and reported record audience and engagement metrics across realestate.com.au.
REA Group completed acquisitions in commercial lending and property visualisation while progressing the sale of its remaining India business.
The Board declared a higher fully franked final dividend and completed a $200 million on-market share buy-back.

REA Group Limited (ASX:REA) announced its financial results for the year ended 30 June 2026, reporting growth across its core operations, expansion of AI-enabled products, strategic acquisitions and continued investment across its property technology ecosystem. During FY26, the company also completed a share buy-back, increased shareholder distributions and announced the planned sale of its remaining India business.

FY26 Financial Results

From its core operations, REA Group reported revenue of $1.793 billion, representing a 7% increase compared with the previous corresponding period. Australian revenue increased 11% to $1.712 billion, while operating expenses remained flat at the group level. EBITDA excluding associates increased 12% to $1.088 billion, and net profit attributable to shareholders from core operations rose 15% to $650 million. Earnings per share increased 15% to $4.93.

Reported net profit attributable to shareholders was $552 million. According to the company, this reflected the impairment of REA India during FY26 and the impairment reversal associated with the sale of PropertyGuru recorded in FY25.

REA Group also reported a 17% increase in free cash flow. The Board declared a final fully franked dividend of $1.73 per share, bringing total FY26 dividends to $2.97 per share. During the year, the company completed its $200 million on-market share buy-back, purchasing more than 1.25 million shares.

Residential Business and Australian Operations

REA Group reported that residential revenue increased 12% during FY26. The company said Buy revenue growth was supported by a 13% increase in yield, while national Buy listings remained flat for the year. During the fourth quarter, national Buy listings increased 11% compared with the prior corresponding period.

Commercial and New Homes revenue increased 9%, supported by higher Project Profile volumes, pricing and listing activity. Financial Services revenue increased 11%, with Mortgage Choice benefiting from higher settlements and PropTrack recording growth in customer data contracts.

The company also reported growth in CampaignAgent, contributing to an increase in Other revenue.

Audience and Product Updates

REA Group reported record audience and engagement metrics across realestate.com.au during FY26.

The platform recorded an average monthly audience of 12.7 million people and average monthly visits of 146.4 million. Buyer enquiries increased 8%, while seller leads increased 22% compared with the previous year. Active members increased 14%, and the number of properties tracked by owners reached 5.2 million, representing a 15% increase.

During the year, REA Group expanded several AI-enabled products. The company announced that its consumer-facing AI Assistant became available to all members. Campaign Assist was made available to all customers using Ignite, while new AI-powered tools were introduced for Mortgage Choice brokers.

REA Group also launched its Video Hub on the realestate.com.au application home screen. The company reported 2.9 million video views since the feature was introduced in November 2025.

Strategic Acquisitions and Portfolio Updates

During FY26, REA Group completed several strategic transactions.

The company acquired a 70% controlling interest in Simplicity Loans & Advisory, expanding Mortgage Choice into commercial lending.

REA Group also completed the acquisition of Planitar, the Canadian developer of iGUIDE, with the business consolidated from October 2025. Australian operations for iGUIDE commenced in March 2026.

In India, REA India announced the sale of Housing.com to Aurum PropTech Limited following the earlier shutdown of Housing Edge and the sale of PropTiger. Upon completion of the transaction, REA India is expected to retain a 24.9% shareholding in Aurum PropTech.

International Operations

REA Group reported that Move Inc., in which it holds a 20% shareholding, recorded revenue growth during FY26, supported by higher sales of premium products and growth across Seller, New Homes and Rentals.

The company also reported that Planitar recorded revenue growth on a constant currency basis during the year following its acquisition.

Capital Management and FY27 Outlook

As at 30 June 2026, REA Group reported a cash balance of $366 million and stated that it had no external drawn debt.

For FY27, the company expects national Buy listings to be flat to down low single digits following stronger-than-expected listing volumes during the fourth quarter of FY26. REA Group also expects low double-digit controllable Residential Buy yield growth, excluding the impact of geographical mix.

The company stated that operating costs, excluding acquisitions, are expected to increase by mid single digits across Australia and the continuing business. Including acquisitions, group operating costs are expected to increase by mid to high single digits. REA Group also said it expects a modest improvement in contributions from equity-accounted associates during FY27.

Conclusion

REA Group Limited (ASX: REA) reported growth across its core operations during FY26 while announcing product launches, strategic acquisitions and capital management initiatives. The company expanded AI-enabled products, reported record audience and engagement metrics across its property platforms, completed acquisitions in commercial lending and property visualisation, and outlined its operational expectations for FY27.

FAQs

Q: What revenue did REA Group report for FY26?

A:REA Group reported revenue of $1.793 billion from its core operations for FY26, while Australian revenue totalled $1.712 billion.

Q: What AI initiatives did REA Group announce during FY26?

A:The company expanded its AI Assistant to all members, made Campaign Assist available to Ignite customers and introduced new AI-powered tools for Mortgage Choice brokers.

Q: Which acquisitions did REA Group complete during FY26?

A:REA Group acquired a 70% controlling stake in Simplicity Loans & Advisory and completed the acquisition of Planitar, the developer of iGUIDE.

Q: What capital management initiatives did REA Group announce?

A:The company declared a final fully franked dividend of $1.73 per share, completed a $200 million share buy-back and reported a cash balance of $366 million with no external drawn debt.

Q: What guidance did REA Group provide for FY27?

A:REA Group expects national Buy listings to be flat to down low single digits, low double-digit controllable Residential Buy yield growth, and mid single-digit operating cost growth excluding acquisitions.

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