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Rural Funds Group (RFNDF) Q2 2026 Earnings Call Transcript

Seeking Alpha

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Rural Funds Group reported a 7% increase in net property income for H1 2026, reflecting strong operational performance in agricultural real estate during the period ending December 31, 2025. Executives including MD David Bryant, COO Tim Sheridan, and CFO Daniel Yap led the earnings call, highlighting strategic growth in farmland valuations and lease revenue amid favorable market conditions. The presentation emphasized sustainability initiatives, with James Powell noting progress in ESG metrics as a key driver for long-term investor confidence and regulatory compliance. Analysts from UBS, Canaccord Genuity, and Moelis Australia participated, probing asset valuation methods and debt management strategies during the Q&A session. Management reaffirmed guidance for FY 2026, citing stable demand for Australian agricultural assets despite global economic uncertainty.

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SA Transcripts158.51K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Rural Funds Group (RFNDF) Q2 2026 Earnings Call February 19, 2026 7:01 PM EST Company Participants James Powell - General Manager of IR, Corporate Affairs & Sustainability - Rural Funds Management Ltd.Tim Sheridan - Chief Operating Officer of Rural Funds Management Ltd.David Bryant - MD & Director of Rural Funds Management LimitedDaniel Yap - Chief Financial Officer of Rural Funds Management Limited Conference Call Participants Cody Shield - UBS Investment Bank, Research DivisionJames Ferrier - Canaccord Genuity Corp., Research DivisionThomas Ryan - MA Moelis Australia Securities, Research DivisionJames Druce - CLSA Limited, Research Division Presentation Operator Good morning, and welcome to the Rural Funds Group Half Year Results Presentation and the Half Year Ended 31 December 2025. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to James Powell, General Manager of Investor Relations. Sir, please go ahead. James PowellGeneral Manager of IR, Corporate Affairs & Sustainability - Rural Funds Management Ltd. Good morning, and welcome to the financial results presentation for the Rural Funds Group for the half year ended 31 December 2025. Presenting today is David Bryant, Managing Director; Tim Sheridan, Chief Operating Officer; and Daniel Yap, Chief Financial Officer. After the presentation, we have allowed time to take questions from attendees who can submit a question by typing into the question box and clicking submit. For those dialing in today, to ask a question, please dial star 1 when prompted, and I'll now hand over to our first presenter. Tim? Tim SheridanChief Operating Officer of Rural Funds Management Ltd. Good morning, everyone. I will present the financial results for the half before handing over to David Bryant. The first half of FY '26 has been a positive period for the group. Net property income is up 7% and

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