INA Share Price Performance
AU$3.97
-1.65 (-29.36%)
23.1% undervalued intrinsic discount
AU$5.17
Fair Value
Price AU$3.97
AnalystConsensusTarget AU$5.17
AnalystHighTarget AU$7.10
AnalystLowTarget AU$4.35
Fair ValueAU$5.17
Share Pricen/a
Ingenia Communities Group Stock Price
- 3 Narratives written by author
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- 4 Fair Values set on narratives written by author
INA Community Narratives
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Fair Value
·Fair Value AU$5.17 23.1% undervalued intrinsic discount
Urban Demand And Demographic Tailwinds Will Create Long Term Value
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Fair Value
·Fair Value AU$7.1 44.1% undervalued intrinsic discount
Aging Demographics And Urbanization Will Spark Robust Community Living
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AN
Fair Value
·Fair Value AU$4.35 8.7% undervalued intrinsic discount
Aging Australians And Rent Caps Will Squeeze Yields Despite Resilience
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Urban Demand And Demographic Tailwinds Will Create Long Term Value
Key Takeaways Strategic expansion, operational efficiency, and focus on recurring rental income position the company for stable, long-term growth amid strong demographic trends and sector consolidation. Technology adoption and selective acquisitions are expected to enhance margins, asset values, and earnings resilience while leveraging Australia's ageing population and housing undersupply.Read more
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AU$5.17
23.1% undervalued intrinsic discount
Fair Value
Revenue
10.51% p.a.
Profit Margin
23.64%
Future PE
14.88x
Price in 2029
AU$6.3
Aging Australians And Rent Caps Will Squeeze Yields Despite Resilience
Key Takeaways Slowing population growth and rising competition threaten occupancy, revenue growth, and the viability of Ingenia's traditional operating model. Regulatory actions and inflationary cost pressures are compressing margins, eroding pricing power, and undermining profitability.Read more
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AU$4.35
8.7% undervalued intrinsic discount
Fair Value
Revenue
11.18% p.a.
Profit Margin
21.35%
Future PE
13.63x
Price in 2029
AU$5.3
Aging Demographics And Urbanization Will Spark Robust Community Living
Key Takeaways Aggressive asset divestments, organizational changes, and digital integration are driving significant efficiency gains, margin expansion, and long-term earnings uplift beyond analyst expectations. Strong positioning in affordable senior living and disciplined growth strategy enable outsized revenue, portfolio expansion, and asset value appreciation amid rising market demand.Read more
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AU$7.1
44.1% undervalued intrinsic discount
Fair Value
Revenue
14.46% p.a.
Profit Margin
24.58%
Future PE
18x
Price in 2029
AU$8.62
Trending Discussion
Recently Updated Narratives
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INA: FY26 EBIT Outlook And Dividend Are Expected To Support Upside
Fair Value: AU$5.17 23.1% undervalued intrinsic discount
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AN
INA: Fair Outlook Will Balance Higher Revenue Assumptions And Margin Pressure
Fair Value: AU$4.35 8.7% undervalued intrinsic discount
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AN
INA: Lower Discount Rate Will Support Stronger Outlook Ahead
Fair Value: AU$7.1 44.1% undervalued intrinsic discount
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Snowflake Analysis
Ingenia Communities Group Key Details
About INA
- Founded
- 2004
- Employees
- n/a
- CEO
- WebsiteView website
Ingenia Communities Group is a leading operator, owner and developer of communities offering quality affordable rental and holiday accommodation focused on the growing seniors’ market in Australia. Listed on the Australian Securities Exchange, the Group is included in the S&P/ASX 200 and has a market capitalization of 2 billion dollars. Across Ingenia Lifestyle, Ingenia Gardens, Ingenia Holidays and Ingenia Rental, the Group has 100 communities and is continuing to grow through acquisition and development. Ingenia Communities Group is incorporated in 2004 in Australia.
Recent INA News & Updates
INA: Fair Outlook Will Balance Higher Revenue Assumptions And Margin Pressure
Analysts have trimmed their price target for Ingenia Communities Group from A$4.49 to A$4.35, reflecting revised assumptions around higher revenue growth, slightly lower profit margins, and a marginally lower discount rate and future P/E multiple. What's in the News Company guidance indicates FY26 EBIT is expected to be at the top of the stated guidance range of A$180.5 million to A$188.7 million.
