Centuria Industrial REIT

Rising Costs And Australia's Urban Clustering Will Weaken Returns

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

27 Apr 25

Updated

11 Sep 25

Views

n/a

AnalystConsensusTarget's Fair Value

n/a

17.8%

1.8%

17.8%

1.8%

You can edit this narrative until Sep 12 10:10 AM. Then, changes will post as Updates.

Author's Valuation

AU$3.678.0% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates2

Shared on 11 Sep 25

Fair value Increased 1.63%

Centuria Industrial REIT’s net profit margin has improved slightly, supporting a marginal increase in its consensus analyst price target from A$3.62 to A$3.67. What's in the News The Board authorized a share buyback plan, allowing repurchase of up to AUD 60 million in ordinary units, funded by cash and debt, through August 5, 2026 (total shares outstanding: 634,930,635).

Shared on 01 May 25

Fair value Increased 4.84%

AnalystConsensusTarget Fair Value

AU$3.67

8.0% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

-0.41%

Industrial REITs revenue growth rate

0.15%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

9.06%

Calculation

AU$126.79m

Earnings '28

23.31x

PE Ratio '28

AU$2.96b

Market Cap '28

AU$2.96b

Market Cap '28

634.93m

No. shares '28

AU$4.65

Share Price '28

AU$4.65 Share Price '28

Discounted to 2025 @ 8.26% p.a.

AU$3.67

Fair Value '25