Centuria Industrial REIT Future Growth

Future criteria checks 2/6

Centuria Industrial REIT is forecast to grow earnings and revenue by 15.6% and 4.8% per annum respectively. EPS is expected to grow by 17.1% per annum. Return on equity is forecast to be 4.4% in 3 years.

Key information

15.6%

Earnings growth rate

17.1%

EPS growth rate

Industrial REITs earnings growth	29.1%
Revenue growth rate	4.8%
Future return on equity	4.4%
Analyst coverage	Good
Last updated	29 Oct 2024

Recent future growth updates

Recent updates

What Type Of Shareholders Make Up Centuria Industrial REIT's (ASX:CIP) Share Registry?

Jan 31

Declining Stock and Decent Financials: Is The Market Wrong About Centuria Industrial REIT (ASX:CIP)?

Dec 27

Shareholders Of Centuria Industrial REIT (ASX:CIP) Must Be Happy With Their 83% Return

Nov 22

Earnings and Revenue Growth Forecasts

ASX:CIP - Analysts future estimates and past financials data (AUD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
6/30/2027	231	143	89	118	7
6/30/2026	221	139	102	114	7
6/30/2025	211	93	156	111	8
6/30/2024	228	48	96	96	N/A
3/31/2024	229	15	97	97	N/A
12/31/2023	230	-19	98	98	N/A
9/30/2023	230	-48	98	98	N/A
6/30/2023	229	-77	98	98	N/A
3/31/2023	224	-31	105	105	N/A
12/31/2022	220	14	112	112	N/A
9/30/2022	213	191	112	112	N/A
6/30/2022	205	367	112	112	N/A
3/31/2022	193	594	100	100	N/A
12/31/2021	181	820	89	89	N/A
9/30/2021	171	716	86	86	N/A
6/30/2021	160	611	84	84	N/A
3/31/2021	152	377	84	84	N/A
12/31/2020	143	143	85	85	N/A
9/30/2020	131	109	75	75	N/A
6/30/2020	118	75	65	65	N/A
3/31/2020	110	75	60	60	N/A
12/31/2019	103	74	55	55	N/A
9/30/2019	98	82	53	53	N/A
6/30/2019	94	89	50	50	N/A
3/31/2019	91	92	49	49	N/A
12/31/2018	88	95	47	47	N/A
9/30/2018	88	97	46	46	N/A
6/30/2018	89	99	44	44	N/A
3/31/2018	87	84	N/A	43	N/A
12/31/2017	85	69	N/A	41	N/A
9/30/2017	83	60	N/A	42	N/A
6/30/2017	81	51	N/A	42	N/A
3/31/2017	82	65	N/A	43	N/A
12/31/2016	83	80	N/A	43	N/A
9/30/2016	79	65	N/A	41	N/A
6/30/2016	75	50	N/A	39	N/A
3/31/2016	68	40	N/A	36	N/A
12/31/2015	61	31	N/A	33	N/A
9/30/2015	56	37	N/A	30	N/A
6/30/2015	50	44	N/A	26	N/A
3/31/2015	45	46	N/A	24	N/A
12/31/2014	41	48	N/A	21	N/A
9/30/2014	39	45	N/A	19	N/A
6/30/2014	38	42	N/A	18	N/A
3/31/2014	40	28	N/A	17	N/A
12/31/2013	42	15	N/A	16	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: CIP's forecast earnings growth (15.6% per year) is above the savings rate (2.4%).

Earnings vs Market: CIP's earnings (15.6% per year) are forecast to grow faster than the Australian market (12.3% per year).

High Growth Earnings: CIP's earnings are forecast to grow, but not significantly.

Revenue vs Market: CIP's revenue (4.8% per year) is forecast to grow slower than the Australian market (5.7% per year).

High Growth Revenue: CIP's revenue (4.8% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: CIP's Return on Equity is forecast to be low in 3 years time (4.4%).

Centuria Industrial REIT Future Growth

Future criteria checks 2/6

Key information

Recent future growth updates

Consensus EPS estimates fall by 11%

Centuria Industrial REIT Reaffirms Earnings Guidance for the Fiscal Year 2024

Consensus forecasts updated

Consensus EPS estimates increase by 10%

Consensus forecasts updated

Consensus forecasts updated

Recent updates

Upcoming dividend of AU$0.041 per share

Consensus EPS estimates fall by 11%

Fourth quarter dividend increased to AU$0.041

Centuria Industrial REIT Declares Distribution for the Quarter Ending 30 September 2024, Payable on 28 October 2024

Insufficient new directors

Full year 2024 earnings released: EPS: AU$0.076 (vs AU$0.13 loss in FY 2023)

Centuria Industrial REIT to Report Fiscal Year 2024 Results on Jul 31, 2024

Now 22% overvalued

Dividend of AU$0.04 announced

Centuria Industrial REIT Declares Distribution for the Quarter Ending 30 June 2024, Payable on 7 August 2024

Now 21% overvalued

Upcoming dividend of AU$0.04 per share

Dividend of AU$0.04 announced

Centuria Industrial REIT Confirms March 2024 Distribution Declaration, Payable on 30 April 2024

First half 2024 earnings released: FFO per share: AU$0.09 (vs AU$0.085 in 1H 2023)

Centuria Industrial REIT to Report First Half, 2024 Results on Feb 07, 2024

Upcoming dividend of AU$0.04 per share at 4.9% yield

Centuria Industrial REIT Announces Distribution for the Quarter Ending 31 December 2023, Payable on 31 January 2024

Centuria Industrial REIT Reaffirms Earnings Guidance for the Fiscal Year 2024

Upcoming dividend of AU$0.04 per share at 5.2% yield

An unknown buyer agreed to acquire Two Assets in Melbourne VIC from Centuria Industrial REIT (ASX:CIP) for AUD 70 million.

Centuria Industrial REIT Confirms Distribution for the Quarter Ending September 30, 2023, Payable on October 27, 2023

New major risk - Dividend sustainability

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Centuria Industrial REIT to Report Fiscal Year 2023 Results on Aug 14, 2023

Upcoming dividend of AU$0.04 per share at 5.5% yield

Centuria Industrial REIT Announced Distribution for the Quarter Ending 30 June 2023, Payable on 18 August 2023

First half 2023 earnings released: FFO per share: AU$0.09 (vs AU$0.094 in 1H 2022)

Centuria Industrial REIT to Report First Half, 2023 Results on Jan 31, 2023

Upcoming dividend of AU$0.04 per share

Centuria Industrial REIT Announces Distribution for the Quarter Ending December 31, 2022, Payable on January 31, 2023

Now 21% undervalued after recent price drop

Now 22% undervalued after recent price drop

Upcoming dividend of AU$0.04 per share

Centuria Industrial REIT Confirms Distribution for the Quarter Ending 30 September 2022; Payable on 28 October 2022

Key Executive recently bought AU$60k worth of stock

Consensus forecasts updated

Consensus EPS estimates increase by 10%

Full year 2022 earnings: EPS and revenues exceed analyst expectations

Now 21% undervalued after recent price drop

Centuria Industrial REIT to Report Fiscal Year 2022 Results on Aug 04, 2022

Upcoming dividend of AU$0.043 per share

Centuria Industrial REIT Confirms Distribution for the Quarter Ending 30 June 2022, Payable on 5 August 2022

Now 21% undervalued after recent price drop

Upcoming dividend of AU$0.043 per share

Now 22% undervalued

Now 21% undervalued

First half 2022 earnings: EPS and revenues exceed analyst expectations

Now 21% undervalued

Centuria Industrial REIT (ASX:CIP) acquired six high-quality assets in urban, infill markets for approximately AUD 130 million.

Upcoming dividend of AU$0.043 per share

Centuria Industrial REIT has completed a Follow-on Equity Offering in the amount of AUD 300.000002 million.

Upcoming dividend of AU$0.043 per share

Independent Non-Executive Director of Centuria Property Funds No. 2 Limited Nicholas Collishaw has left the company

Full year 2021 earnings released: FFO AU$0.18 per share (vs AU$0.19 in FY 2020)

Consensus forecasts updated

Three Industrial Assets in Victoria and New South Wales, Australia acquired a 60% stake in Centuria Industrial REIT (ASX:CIP) for AUD 86.1 million.

Consensus forecasts updated

Upcoming dividend of AU$0.043 per share

An unknown buyer completed the acquisition to acquire property at 136 Zillmere Road in Boondall Suburb in Queensland from Centuria Industrial REIT (ASX:CIP).

First half 2021 earnings released: FFO AU$0.10 per share (vs AU$0.10 in 1H 2020)

Revenue and earnings beat expectations

What Type Of Shareholders Make Up Centuria Industrial REIT's (ASX:CIP) Share Registry?

New 90-day low: AU$3.02

Declining Stock and Decent Financials: Is The Market Wrong About Centuria Industrial REIT (ASX:CIP)?

Charter Hall, Dexus, ESR and Centuria Reportedly in Hunt for Blackstone Portfolio of Australian Industrial Properties

Shareholders Of Centuria Industrial REIT (ASX:CIP) Must Be Happy With Their 83% Return

Centuria Industrial REIT has completed a Follow-on Equity Offering in the amount of AUD 125.000002 million.

New 90-day low: AU$3.07