SUMMERSET GROUP HOLDINGS LIMITED (SNZ)
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SNZ

SNZ - SUMMERSET GROUP HOLDINGS LIMITED

FNArena Sector : NONE
Year End: December
GICS Industry Group : NONE
Debt/EBITDA: N/A
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$8.78

27 Feb
2026

-0.070

OPEN

$8.85

-0.79%

HIGH

$9.01

7,226

LOW

$8.78

FNARENA'S MARKET CONSENSUS FORECASTS
SNZ: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 98.8 xxx
DPS (cps) 22.2 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 9.0 xxx
Dividend Yield 2.5% xxx
Div Pay Ratio(%) 22.4% xxx
This company reports in NZD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 N/A

Estimated Dividend Growth
(Average Of Past Three Years)

Amount Invested

 $ 

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Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 28/08 - ex-div 4.66c (franking 0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx97.6
DPS All xxxxxxxxxxxxxxx22.1
Sales/Revenue xxxxxxxxxxxxxxx325.6 M
Book Value Per Share xxxxxxxxxxxxxxx1,187.1
Net Operating Cash Flow xxxxxxxxxxxxxxx403.2 M
Net Profit Margin xxxxxxxxxxxxxxx71.97 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx8.43 %
Return on Invested Capital xxxxxxxxxxxxxxx5.36 %
Return on Assets xxxxxxxxxxxxxxx3.07 %
Return on Equity xxxxxxxxxxxxxxx8.43 %
Return on Total Capital xxxxxxxxxxxxxxx0.12 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx240.7 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx76 M
Long Term Debt xxxxxxxxxxxxxxx1,630 M
Total Debt xxxxxxxxxxxxxxx1,706 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx5 M
Price To Book Value xxxxxxxxxxxxxxx0.89

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx133.2 M
Capex % of Sales xxxxxxxxxxxxxxx40.91 %
Cost of Goods Sold xxxxxxxxxxxxxxx56 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx264 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx7,094 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
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Sentiment Indicator

1.0

No. Of Recommendations

2
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

-

xx.xx%

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Bell Potter

02/03/2026

1

Buy

-

-

Summerset Group's 2025 underlying profit of NZ$234.2m, was 1% ahead of Bell Potter's forecast and  2% above consensus, with no formal guidance but targeting 750–850 ORA (occupation right agreement) builds in 2026 across A&NZ versus 693 in 2025.

Sales momentum strengthened into year-end, with total sales rising 26% y/y driven by 37% growth in new sales and 16% in resales, and 1Q26 sales tracking ahead of last year.

The group acquired a 6.4ha Mornington, VIC site with scope for around 159 ILUs (independent living units) and a circa 73-bed aged care facility, while gearing of 37.1% sits above the mid-point of the 30–40% target range but is expected to ease as major deliveries are realised.

EPS forecasts for FY26–FY28 are tweaked slightly reflecting Australian expansion costs. Buy retained, with Australia expected to accelerate build rates to 100–150 in 2026 and the stock trading at a -22% discount to NTA. Target NZ$14.40 from NZ$14.75.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 22.39 cents and EPS of 98.67 cents.
Bell Potter forecasts a full year FY27 dividend of 23.28 cents and EPS of 103.60 cents.
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EXTRA COVERAGE
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No. Of Recommendations

0

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY
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SNZ STOCK CHART

FNArena News on SNZ

1
FNArena Corporate Results Monitor – 02-03-2026

3:21 PM - Australia
2
Australian Broker Call *Extra* Edition – Feb 02, 2023

Feb 02 2023 - Daily Market Reports