Centuria Industrial REIT

Rising Costs And Australia's Urban Clustering Will Weaken Returns

AnalystConsensusTarget

Not Invested

Consensus Narrative from 10 Analysts

Published

27 Apr 25

Updated

14 Aug 25

AnalystConsensusTarget's Fair Value

AU$3.62

7.6% undervalued

14 Aug

AU$3.34

6.4%

1.2%

Author's Valuation

AU$3.6

7.6% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates1

Shared on01 May 25
Fair value Increased 4.84%

AnalystConsensusTarget Fair Value

AU$3.6

7.6% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

-0.33%

Industrial REITs revenue growth rate

0.14%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.21%

Calculation

AU$122.91m

Earnings '28

23.62x

PE Ratio '28

AU$2.90b

Market Cap '28

AU$2.90b

Market Cap '28

634.93m

No. shares '28

AU$4.57

Share Price '28

AU$4.57 Share Price '28

Discounted to 2025 @ 8.20% p.a.

AU$3.61

Fair Value '25

Rising Costs And Australia's Urban Clustering Will Weaken Returns

Shared on01 May 25Fair value Increased 4.84%

Shared on01 May 25
Fair value Increased 4.84%