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© 2026 Annolyse.

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APL · NZX

Asset Plus (APL)

Property / Property investment•Covered: FY22 - FY26•9 published briefings

Asset Plus is an NZX-listed property / property investment company with FY22 - FY26 of published result briefings.

Latest briefing

FY26 · Released 22 May 2026

FFO swung to $3.2m profit but NTA fell 5.2% as capex drained cash

Operating cash flow turned positive, yet $3.9m of Munroe Lane capex cut cash holdings by $4.0m and left NTA per share at $0.307.

Market data

As at close
Close price
NZD 0.17
Market cap
$63.1m
Dividend yield
4.6%

as at close, 16 June 2026. Source: yfinance.

Sections⌄
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights

Snapshot

Latest metrics

FY26, released 22 May 2026

← Swipe to view more
APL latest metrics
MetricValueChange
Revenue$6.6m↓ -3.8%
NPAT-$3.2m↑ +43.9%
Operating cash flow$3.1m↑ +2348.9%
Net debt-$6.9m↑ +36.6%
ROE %-2.8%↑ +2.0pp
DPS0.2c— Flat
PBT-$3.6m↑ +36.8%
FCF pre-lease-$0.81m↓ -196.0%
Debtor days1↓ -53.4%
Total assets$113m↓ -4.3%

Source: latest published briefing (FY26, released 22 May 2026). Change compares against the prior equivalent period: FY25, released 27 May 2025.

Valuation

Valuation

A compact read on what the market price implies next to the latest filing data. The numbers are a starting point for comparison, not a recommendation.

Prices as at close, 16 June 2026

Price and market cap

The latest close and share count context for the market price.

Market cap

$63.1m

i

End-of-day close multiplied by current shares on issue.

Profitability multiples

How the market price compares with recent earnings and cash-flow inputs.

P/E

Not available

i

Not meaningful when recent earnings are negative.

EPS

-0.01

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Recent filing-derived earnings per share.

PEG

Not available

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Not available for this company right now.

EV/EBITDA

Not available

i

Not available for this company right now.

P/FCF

Not available

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Not meaningful when free cash flow is negative or unavailable.

P/B

0.57x

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Market value compared with latest reported equity.

Income and fund shape

Yield and fund-style valuation where the company shape supports it.

Dividend yield

4.6%

i

Trailing dividends compared with the latest close.

Total return

Not available

i

Available once dividend and adjustment data are verified.

Price history

Daily closes use the full available width, with hover and touch readouts against real observations. Expand opens the chart at reading size.

Share price

Five years of daily closes, as at close, 5 June 2026. Weekends, suspensions, and listing gaps stay as natural gaps in the time scale.

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Price vs earnings

Indexed lines compare direction from the first positive comparable filing point. The axis is an index, not dollars or cents.

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Chat

Ask about APL

Ask follow-up questions about Asset Plus's latest result and company history.

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Ask about APL

Informational only. No buy, sell, hold, price-target, or personal financial advice.

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What changed in the latest result?What is unusual in the historical context?How has cash conversion changed over time?Compare this company with CNU.

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Longitudinal view

Performance over time

The latest period is shown first.

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APL metric history
MetricFY2612 MONTHS22 May 2026HY266 MONTHS19 November 2025FY2512 MONTHS27 May 2025HY256 MONTHS26 November 2024FY2412 MONTHS28 May 2024HY246 MONTHS28 November 2023FY2312 MONTHS29 May 2023HY236 MONTHS29 November 2022FY2212 MONTHS19 May 2022Trend
Revenue$6.6m$3.2m$6.8m$3.2m$5.3m$2.6m$6.4m$4.3m$11.9m
Chart
Revenue growth %-3.8%-1.2%27.9%Unprecedented highUnprecedented high revenue growth. 27.9%; 4-period range -46.6% to -3.8%. Revenue growth: 27.9%, unprecedented high; 4-period mean -20.2%, range -46.6%--3.8%.24.0%Outside range highOutside range high revenue growth. 24%; 3-period range -39.7% to -1.2%. Revenue growth: 24.0%, above normal range; 3-period mean -24.7%, range -39.7%--1.2%.-16.4%-39.7%Outside range lowOutside range low revenue growth. -39.7%; 3-period range -33.4% to 24%. Revenue growth: -39.7%, below normal range; 3-period mean -3.5%, range -33.4%-24.0%.-46.6%Unprecedented lowUnprecedented low revenue growth. -46.6%; 4-period range -16.4% to 27.9%. Revenue growth: -46.6%, unprecedented low; 4-period mean -1.6%, range -16.4%-27.9%.-33.4%-14.2%
Chart
  • HY25 Revenue growth %: Outside range high revenue growth. 24%; 3-period range -39.7% to -1.2%. Revenue growth: 24.0%, above normal range; 3-period mean -24.7%, range -39.7%--1.2%.
  • FY25 Revenue growth %: Unprecedented high revenue growth. 27.9%; 4-period range -46.6% to -3.8%. Revenue growth: 27.9%, unprecedented high; 4-period mean -20.2%, range -46.6%--3.8%.
EBITDA—$1.9m—$56m—-$0.13m-$0.47m-$0.07m$4.5m
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EBITDA margin %—59.4%—n/m—-5.0%-7.4%-1.6%37.7%
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PBT-$3.6m$1.6m-$5.7m$2.3m-$5.3m-$4.7m-$13.5m-$0.1m$3.5m
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PBT growth %—-30.4%——————-78.0%
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NPAT-$3.2m$1.6m-$5.7m$2.3m-$5.3m-$4.7m-$13m$0.3m$2.9m
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NPAT growth %—-30.4%—————-88.0%-81.8%
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Operating cash flow$3.1m$1m-$0.14m-$1.2m$0.43m-$0.24m$2.7m$0.37m$2.3m
Chart
OCF / EBITDA %—54.9%—-2.1%—186.9%-584.9%-522.9%50.6%
Chart
FCF pre-lease-$0.81m$0.84m-$0.27m-$1.3m-$6.1m-$6.1m-$55.5m-$40.2m-$38.1m
Chart
FCF post-lease———-$1.3m—————
—
DPS0.2c0.2c0.2c———40.4c—44.0c
Chart
Payout ratio vs NPAT %—45.5%———————
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ROE %-2.8%1.4%-4.9%1.6%Outside range highOutside range high roe. 1.6%; 3-period range -3.3% to 1.4%. ROE: 1.6%, above normal range; 3-period mean -0.6%, range -3.3%-1.4%.-3.8%-3.3%Outside range lowOutside range low roe. -3.3%; 3-period range 0.2% to 1.6%. ROE: -3.3%, below normal range; 3-period mean 1.1%, range 0.2%-1.6%.-8.9%Unprecedented lowUnprecedented low roe. -8.9%; 4-period range -4.9% to 1.8%. ROE: -8.9%, unprecedented low; 4-period mean -2.4%, range -4.9%-1.8%.0.2%1.8%Unprecedented highUnprecedented high roe. 1.8%; 4-period range -8.9% to -2.8%. ROE: 1.8%, unprecedented high; 4-period mean -5.1%, range -8.9%--2.8%.
Chart
  • HY25 ROE %: Outside range high roe. 1.6%; 3-period range -3.3% to 1.4%. ROE: 1.6%, above normal range; 3-period mean -0.6%, range -3.3%-1.4%.
Net debt-$6.9m-$10.3m-$10.9m$30.5m$29.2m$30.2m$66.5m$42.9m$51.3m
Chart
Net debt / EBITDA—-5.43x—0.54x—-232.63x-141.49x-613.36x11.4x
Chart
Debtor days11516Outside range lowOutside range low debtor days. 6d; 3-period range 15d to 48d. Debtor days: 5.9 days, below normal range; 3-period mean 27.7 days, range 14.5 days-47.5 days.021248Outside range highOutside range high debtor days. 48d; 3-period range 6d to 21d. Debtor days: 47.5 days, above normal range; 3-period mean 13.8 days, range 5.9 days-21.0 days.17Unprecedented highUnprecedented high debtor days. 17d; 4-period range 0d to 2d. Debtor days: 16.8 days, unprecedented high; 4-period mean 0.8 days, range 0.0 days-1.5 days.
Chart
  • FY24 Debtor days: Outside range low debtor days. 0d; 4-period range 1d to 17d. Debtor days: 0.0 days, below normal range; 4-period mean 5.0 days, range 0.6 days-16.8 days.
  • HY25 Debtor days: Outside range low debtor days. 6d; 3-period range 15d to 48d. Debtor days: 5.9 days, below normal range; 3-period mean 27.7 days, range 14.5 days-47.5 days.
Total assets$113m$118.3m$118m$190.8m$190.3m$192.4m$229.5m$221.8m$224.7m
Chart

Reference: annolyse.ai/companies/apl

Note: Figures are shown as reported. Half-year and full-year absolute values are not directly comparable. Growth rates and ratios are the meaningful comparison across mixed periods.

Filing-only history charts

These charts use verified published filing periods only. Gaps are not interpolated, and mixed half-year/full-year histories are split into separate series.

Revenue

Reported revenue across covered periods.

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Revenue growth

Like-period revenue growth where comparable.

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  • FY23 APL FY: Unprecedented low revenue growth. -46.6%; 4-period range -16.4% to 27.9%. Revenue growth: -46.6%, unprecedented low; 4-period mean -1.6%, range -16.4%-27.9%.
  • FY25 APL FY: Unprecedented high revenue growth. 27.9%; 4-period range -46.6% to -3.8%. Revenue growth: 27.9%, unprecedented high; 4-period mean -20.2%, range -46.6%--3.8%.
  • HY24 APL HY: Outside range low revenue growth. -39.7%; 3-period range -33.4% to 24%. Revenue growth: -39.7%, below normal range; 3-period mean -3.5%, range -33.4%-24.0%.
  • HY25 APL HY: Outside range high revenue growth. 24%; 3-period range -39.7% to -1.2%. Revenue growth: 24.0%, above normal range; 3-period mean -24.7%, range -39.7%--1.2%.

EBITDA-equivalent

Company-specific earnings measure where disclosed.

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EBITDA margin

EBITDA-equivalent margin where revenue and earnings are source-backed.

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NPAT

Statutory profit after tax.

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Operating cash flow

Cash generated from operations.

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Full chartable metric set

Additional verified filing metrics for this company. Each point links back to a published briefing period in the source data contract.

OCF / EBITDA

Cash conversion against earnings.

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FCF pre-lease

Operating cash flow less capex before leases.

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FCF post-lease

Free cash flow after lease payments where available.

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ROE

Return on equity.

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  • FY22 APL FY: Unprecedented high roe. 1.8%; 4-period range -8.9% to -2.8%. ROE: 1.8%, unprecedented high; 4-period mean -5.1%, range -8.9%--2.8%.
  • FY23 APL FY: Unprecedented low roe. -8.9%; 4-period range -4.9% to 1.8%. ROE: -8.9%, unprecedented low; 4-period mean -2.4%, range -4.9%-1.8%.
  • HY24 APL HY: Outside range low roe. -3.3%; 3-period range 0.2% to 1.6%. ROE: -3.3%, below normal range; 3-period mean 1.1%, range 0.2%-1.6%.
  • HY25 APL HY: Outside range high roe. 1.6%; 3-period range -3.3% to 1.4%. ROE: 1.6%, above normal range; 3-period mean -0.6%, range -3.3%-1.4%.

Net debt

Borrowings less cash; negative values indicate net cash.

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Net debt / EBITDA

Leverage ratio, suppressed where earnings are not meaningful.

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DPS

Dividend per share declared for the period.

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Payout ratio

Dividend payout against statutory NPAT.

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Debtor days

Receivables days where the working-capital inputs are source-backed.

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  • FY22 APL FY: Unprecedented high debtor days. 17d; 4-period range 0d to 2d. Debtor days: 16.8 days, unprecedented high; 4-period mean 0.8 days, range 0.0 days-1.5 days.
  • HY23 APL HY: Outside range high debtor days. 48d; 3-period range 6d to 21d. Debtor days: 47.5 days, above normal range; 3-period mean 13.8 days, range 5.9 days-21.0 days.
  • HY25 APL HY: Outside range low debtor days. 6d; 3-period range 15d to 48d. Debtor days: 5.9 days, below normal range; 3-period mean 27.7 days, range 14.5 days-47.5 days.

Operating working-capital movement

Per-period working-capital absorption or release, from the same published history. Positive values are working-capital build; negative values are release.

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  • FY23 APL: Unprecedented low operating working-capital movement. $-0.5m; 4-period range $-0.1m to $0m. Operating working-capital movement: NZ$-0.5m, unprecedented low; 0/4 prior periods had builds, and 1 had releases averaging NZ$-0.1m.
  • HY25 APL: Outside range low operating working-capital movement. $-104.3m; 3-period range $-2.2m to $-0.2m. Operating working-capital movement: NZ$-104.3m, below normal range; 0/3 prior periods had builds, and 3 had releases averaging NZ$-1.1m.
  • HY26 APL: Outside range high operating working-capital movement. $-0.2m; 3-period range $-104.3m to $-0.8m. Operating working-capital movement: NZ$-0.2m, above normal range; 0/3 prior periods had builds, and 3 had releases averaging NZ$-35.8m.

The setup & the reality

HY26 → FY26 Follow-through

The latest result is checked against what the prior briefing said to watch.

Current result now available

FY26 · Released 22 May 2026

FFO swung to $3.2m profit but NTA fell 5.2% as capex drained cash

Operating cash flow turned positive, yet $3.9m of Munroe Lane capex cut cash holdings by $4.0m and left NTA per share at $0.307.

Read latest briefing→

Historical setup

What HY26 said to watch

From Debt fully repaid and FFO turned positive as NPAT fell 30.4%

The release does not provide FY26 guidance, and the prior-year shape is a poor anchor: HY25 carried 47.5% of FY25 revenue but FY25 NPAT was a NZ$5.7m loss, implying a NZ$8.0m second-half loss likely driven by valuation effects rather than operating performance. That asymmetry makes any like-for-like 2H projection unreliable.

The disclosed forward catalyst is completion of works at Munroe Lane, expected February 2026. That is the leasing trigger required to lift recurring rental income off the smaller asset base, but no leasing-progress detail is supplied. The release supports an underlying-FFO read; it does not support a quantified FY26 earnings expectation.

Open questions

Open questions from HY26

  • What is the leasing progress and target tenant economics for Munroe Lane once February 2026 works are complete?
  • How and over what timeframe does management intend to deploy the NZ$10.3m cash balance?
  • Will 0.2c per quarter become the steady-state distribution, or is the policy linked to FFO once Munroe Lane stabilises?
  • Why did capex rise 173% on a smaller portfolio, and what is the maintenance run-rate post-completion?
  • What rent reversion, occupancy, or weighted-average-lease-term trajectory underpins second-half rental growth assumptions?

This briefing cannot assess the cap-rate, NTA-coverage, or valuation assumptions underlying the property carrying values.

Archive

Briefing archive

Every published Annolyse briefing for this company appears here in reverse chronological order.

FY26 · Released 22 May 2026

FFO swung to $3.2m profit but NTA fell 5.2% as capex drained cash

Operating cash flow turned positive, yet $3.9m of Munroe Lane capex cut cash holdings by $4.0m and left NTA per share at $0.307.

Read briefing→

HY26 · Released 19 November 2025

Debt fully repaid and FFO turned positive as NPAT fell 30.4%

Graham Street disposal left Asset Plus with NZ$10.3m cash and zero borrowings, but the smaller portfolio means headline profit is not comparable.

Read briefing→

FY25 · Released 27 May 2025

Assets down 38% to $118m as Asset Plus repays all debt and pays 5cps special

Operating cash flow turned negative and the statutory loss widened 7.5% to $5.7m, even as AFFO swung to a $0.5m profit.

Read briefing→

HY25 · Released 26 November 2024

HY25 $2.3m profit driven by $2.3m unrealised property revaluation

Reported swing from loss to profit reflects a property revaluation, not cash earnings, ahead of a 35 Graham Street sale that will clear all debt.

Read briefing→

FY24 · Released 28 May 2024

Stoddard Road sale cut debt 54%, but FY24 dividend was withheld

Asset-sale-led deleveraging and Munroe Lane rental halved the PBT loss to $5.3m, yet operating cash flow fell 84% and no FY24 dividend was declared.

Read briefing→

HY24 · Released 28 November 2023

NTA per share fell 11.3% as Asset Plus reshaped the portfolio

Eastgate and Stoddard Road sales cut borrowings to $35.0m, but the rental base reset to $2.6m with Munroe Lane's lease only now starting.

Read briefing→

FY23 · Released 29 May 2023

Stoddard Road sale sharpens Asset Plus' cash-flow test

The NZ$36.8m disclosed value from the Stoddard Road sale adds cash-context, while operating cash, capex and working capital remain the direct evidence.

Read briefing→

HY23 · Released 29 November 2022

Borrowings up 71.7% as capex surges to fund development phase

Headline earnings fell on a portfolio-basis change; the read now sits with leverage trajectory and timing of development completion.

Read briefing→

FY22 · Released 19 May 2022

Borrowings up 493% to $55.7m to fund Munroe Lane development

Rental revenue fell 14.2% as 35 Graham Street emptied for redevelopment, and the 81.8% NPAT drop reflects a large FY21 base item rather than

Read briefing→

Related insights

Compare this company

The latest APL metrics also appear in these cross-company views.

Insight

Earnings quality and statutory distortions

PBT and NPAT growth diverged by 7.8pp, with a distortion flag in the result.

Open insight→

Insight

Revenue growth context

Revenue growth was -3.8% for this reporting period.

Open insight→

Insight

ROE and capital efficiency

ROE was -2.8%, +2.0pp versus the prior comparable period.

Open insight→

Insight

Working-capital pressure

Debtor days were 1 days for this result.

Open insight→

Get notified when APL publishes

Get the next Asset Plus result briefing and five-year history updates by email.