Eureka Group Holdings Limited · ASX:EGH
Eureka — Shareholder Meeting (October 2026)
24 slides from Eureka's shareholder meeting presentation, Oct 30, 2026
Slide 1: 2026 Annual General Meeting | Addresses and Presentation
Eureka Group Holdings Limited | ABN 15 097 241 159 P 07 2145 6322 E [email protected] W www.eurekagroupholdings.com.au GPO Box 2245, Brisbane QLD 4001 Level 12, 120 Edward Street, Brisbane QLD 4000 For personal use only ASX Announcement 30 October 2026 2026 Annual General Meeting | Add
Slide 2: Chair's Address
2026 Annual General Meeting Friday, 30 October 2026 Chair’s Address For personal use only Good morning, ladies and gentlemen. My name is Russell Banham. I am the Chair of the board of directors of Eureka Group Holdings Limited (Eureka or Company). I will be chairing today’s meeting. It is my pleasur
Slide 3: Shareholder Return and Outlook
The pleasing FY26 results were driven by strong resident demand, rental growth, and full period contributions from prior year acquisitions and developments, including the rapid scaling of Eureka’s entry into the all-age rental community space. For personal use only Shareholder Return At last year’s
Slide 4: Directors and Staff
development and maintenance of our communities, with a focus on practical and cost-effective outcomes that support long-term environmental performance including waste reduction, conserving water and improving energy efficiency. For personal use only Directors and Staff I would like to thank my fello
Slide 5: Managing Director and CEO's Address and Presentation
2026 Annual General Meeting Friday, 30 October 2026 Managing Director and Chief Executive Officer’s Address and Presentation For personal use only Good morning, ladies and gentlemen. It is a pleasure to be here and thank you all for your attendance today. As a team, I feel like an incredible amount ha
Slide 6: Leading indicators for rental remain strong
Leading indicators for rental remain strong This is a new side for Eureka. For personal use only Many of our listed residential peers have in recent weeks spoken to a significant drop off in levels of enquiries and forward demand for residential housing – driven by poor consumer sentiment, rising in
Slide 7: Rental growth has eased slightly
This chart highlights the opportunity. Since COVID, rents have risen 2.5 times as fast as wages. Near- record population growth is driving greater demand for rental accommodation, while supply remains severely constrained. For personal use only For the foreseeable future, it is difficult to see any
Slide 8: Australia's rental market relies on private investors
Demand for rental housing continues unchanged against a backdrop of historically low rental vacancy levels and reduced new home construction activity. Reduced rental supply for the foreseeable future combined with fewer investors is likely to mean more For personal use only near term pressure on ren
Slide 9: Closing remarks
I would like to thank our >8,000 residents for choosing a Eureka community in which to reside, the amazing, hardworking and committed team at Eureka – whom I greatly enjoy working with every day, and Russell and the Board of Directors for their support and counsel. For personal use only And finally,
Slide 10: Eureka Group Holdings Limited 2026 Annual General Meeting
rsonal use only Eureka Group Holdings Limited 2026 Annual General Meeting 30 October 2026 10
Slide 11: Eureka at a Glance
EUREKA AT A GLANCE Australia’s only ASX listed rental specialist NATIONAL FOOTPRINT1,2 rsonal use only 70 5,492 $666m 19 51 villages homes and sites assets under management All-Age Rental Seniors Rental Villages Villages QLD Seniors’ rental All-age rental 35% 3,061 homes 2,431 homes and sites WA • 9
Slide 12: Trading Update
Trading Update Increasingly challenging trading conditions however demand for affordable rental housing remains strong rsonal use only Eureka’s rental villages continuing • Occupancy levels remaining consistent – majority villages trading at capacity to deliver stable, CPI • Pension increase of 5.0%
Slide 13: Leading indicators for rental remain strong
Leading indicators for rental remain strong Enquiries up and move-ins steady while traditional build-to-sell markets slow Enquiries by month July to October: up 15% rsonal use only Rental model Jul to Oct 2025 Jul to Oct 2026 ▪ Demand for rental remains resilient, supporting 1,588 residents through
Slide 14: Transformational acquisition of NSW Living Portfolio
Transformational acquisition of NSW Living Portfolio NSW Living Portfolio comprises six lifestyle communities across Sydney, Central Coast, Hunter and Shoalhaven 1 The Grange (Central Coast) (209 sites) 2 Bevington Shores (Central Coast) (193 sites) rsonal use only 3 Nepean River (Sydney) (150 sites
Slide 15: Strategy and Focus
Strategy and Focus rsonal use only 15
Slide 16: The cost of renting has risen 2.5x wages over the past five years
The cost of renting has risen 2.5x wages over the past five years rsonal use only “The fifteen years prior to 2020 saw wages rise almost as fast as rents. The divergence comes as vacancy rates hold close to record lows; households have become smaller and new housing supply remains in the doldrums.”
Slide 17: Rental growth has eased slightly
Rental growth has eased slightly The annual rate of growth in national rents was 5.5% in September, a slight easing from earlier months of 5.9% rsonal use only 17
Slide 18: Escalating building costs further pressuring supply
Escalating building costs further pressuring supply rsonal use only • The national average is currently about c. $637,000 for an attached dwelling (unit) versus c. $518,000 for a detached house. • This is the build cost only – excludes land, finance, developers margin and government charges & levies
Slide 19: Renters now compete rather than choose
Renters now compete rather than choose rsonal use only • The Australian rental market remains materially undersupplied with the recent budget adding further pressure on new home commencements. • Rental vacancy rates in key urban areas remain at near decade lows ~ 1.1% • A balanced rental market is ~
Slide 20: Developers under significant pressure
Developers under significant pressure • Since 2019 the cost of building a new home has risen rsonal use only by approximately 48%. Established home prices also rose over this period but are now falling. • Developing new homes is becoming increasingly challenging – labour remains expensive, construct
Slide 21: Lower house prices and higher rents – the budget fallout
Lower house prices and higher rents – the budget fallout rsonal use only • Rents are continuing to increase while house prices fell 4.3% over the September quarter. • A slowdown in housing commencements and weakening investor activity is reducing the amount of rental housing being added to the marke
Slide 22: Australia's rental market relies on private investors
Australia’s rental market relies on private investors • Approximately 83% of Australia's rental rsonal use only dwellings are owned by private landlords, compared with an average of 53% across key OECD countries. • Institutional/corporate landlords provide 5% of Australia's rental stock compared to
Slide 23: Eureka's Differentiated Strategy
Eureka’s Differentiated Strategy First-mover strategy in a structurally constrained housing market rsonal use only Australia has an affordable housing crisis - massive demand led by migration, changing demographics and The crisis is structural regional drift, while new supply is highly constrained.
Slide 24: Outlook and Guidance
Outlook and Guidance Prio rities to d eliver g uid ance and set up the m ed ium - term targ ets rsonal use only Operations + Development + Home Sales Capital + Growth ▪ Maintain occupancy >97% ▪ Convert the >$120m acquisition pipeline into earnings - prioritise accretive yields and densification ups
Eureka Group Holdings — Shareholder Meeting (October 2026) on 6ix