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© 2026 Annolyse.

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WIN · NZX

Winton Land (WIN)

Property / Residential development•Covered: HY24 - HY26•5 published briefings

Winton Land is an NZX-listed property / residential development company with HY24 - HY26 of published result briefings.

Latest briefing

HY26 · Released 20 February 2026

Settlements collapsed to 14 units, swinging operating cash $37m negative

Revenue fell 60.0% and net debt nearly doubled as inventories built, even as the commercial portfolio swung to a positive segment result.

Market data

As at close
Close price
NZD 1.54
Market cap
$456.8m
Dividend yield
0%

as at close, 12 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

HY26, released 20 February 2026

← Swipe to view more
WIN latest metrics
MetricValueChange
Revenue$32.4m↓ -60.0%
EBITDA$0.79m↑ +1508.9%
NPAT-$0.9m↑ +55.0%
Operating cash flow-$9.9m↓ -136.6%
OCF / EBITDA %n/m↑ +47080.8pp
Net debt$104.9m↑ +100.1%
Net debt / EBITDA133.01x↑ +114.2%
ROE %-0.2%↑ +0.2pp
PBT-$3.3m↓ -37.5%
FCF pre-lease-$11.7m↑ +41.0%

Source: latest published briefing (HY26, released 20 February 2026). Change compares against the prior equivalent period: HY25, released 21 February 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, 12 June 2026

Price and market cap

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

Market cap

$456.8m

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

40.07x

i

Recent market cap compared with trailing earnings.

EPS

0.04

i

Recent filing-derived earnings per share.

PEG

Not available

i

Not available for this company right now.

EV/EBITDA

25.38x

i

Enterprise value compared with recent EBITDA.

P/FCF

14.73x

i

Market cap compared with recent free cash flow.

P/B

0.86x

i

Market value compared with latest reported equity.

Income and fund shape

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

Dividend yield

0.0%

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 WIN

Ask follow-up questions about Winton Land's latest result and company history.

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

Ask about WIN

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

Sign in to chat

Sign in to ask company questions.

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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WIN metric history
MetricHY266 MONTHS20 February 2026FY2512 MONTHS27 August 2025HY256 MONTHS21 February 2025FY2412 MONTHS23 August 2024HY246 MONTHS20 February 2024Trend
Revenue$32.4m$155.4m$81.1m$173.6m$85.6m
Chart
Revenue growth %-60.0%-10.4%-5.3%8.8%0.6%
Chart
EBITDA$0.79m$21.3m-$0.06m$29.5m$14.2m
Chart
EBITDA margin %2.4%13.7%-0.1%17.0%16.6%
Chart
PBT-$3.3m$15.2m-$2.4m$27.5m$13.6m
Chart
PBT growth %—-44.7%—-38.3%-72.2%
Chart
NPAT-$0.9m$10.3m-$2m$15.7m$9.7m
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NPAT growth %—-34.4%—-50.5%-71.9%
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Operating cash flow-$9.9m$42.3m$27.1m$14.2m$17.4m
Chart
OCF / EBITDA %n/m198.9%n/m48.1%122.9%
Chart
FCF pre-lease-$11.7m$22.9m-$19.9m-$27.8m-$7m
Chart
FCF post-lease—$22.9m———
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DPS————0.6c
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Payout ratio vs NPAT %————16.8%
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ROE %-0.2%1.9%-0.4%3.0%1.9%
Chart
Net debt$104.9m$79.2m$52.4m$23.1m-$35.2m
Chart
Net debt / EBITDA133.01x3.72x-936.46x0.78x-2.48x
Chart
Inventory days28135309855201007
Chart
Total assets$719.5m$703.9m$663.3m$654.1m$648.1m
Chart

Reference: annolyse.ai/companies/win

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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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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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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Inventory days

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

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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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The setup & the reality

FY25 → HY26 Follow-through

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

Current result now available

HY26 · Released 20 February 2026

Settlements collapsed to 14 units, swinging operating cash $37m negative

Revenue fell 60.0% and net debt nearly doubled as inventories built, even as the commercial portfolio swung to a positive segment result.

Read latest briefing→

Historical setup

What FY25 said to watch

From Net debt/EBITDA jumped from 0.8x to 3.7x as PBT fell 44.7%

No forward earnings target or pre-sales pipeline value is provided in the supplied data, so this release cannot be benchmarked to a stated number. Management points to a c.5,750-unit landbank and an unconditional/conditional pre-sales book, but neither a dollar value nor a coverage ratio is in the supplied excerpts.

The shape of the year was heavily second-half weighted: H1 FY25 produced a $0.1m EBITDA loss and a $2.0m NPAT loss, so essentially all of the FY25 EBITDA ($21.3m implied) and NPAT ($12.3m implied) was earned in H2. That concentration means the FY26 entry run-rate depends on whether the H2 settlement cadence repeats, not on extrapolating the full-year average.

Open questions

Open questions from FY25

  • Why was no FY25 dividend declared, and is this a leverage decision or a market-conditions decision?
  • What is the committed and undrawn headroom on the borrowing facility, and what covenants apply at 3.7x net debt/EBITDA?
  • How much of the c.5,750-unit landbank is supported by unconditional pre-sales settling within FY26?
  • When does the Commercial segment, currently loss-making on rising revenue, reach a positive segment result?
  • How dependent is FY26 EBITDA on continuing to release inventory rather than restocking the development pipeline?

This briefing cannot assess facility covenants, pre-sales dollar value, or unit selling price trends because none of those are quantified in the supplied disclosures.

Archive

Briefing archive

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

HY26 · Released 20 February 2026

Settlements collapsed to 14 units, swinging operating cash $37m negative

Revenue fell 60.0% and net debt nearly doubled as inventories built, even as the commercial portfolio swung to a positive segment result.

Read briefing→

FY25 · Released 27 August 2025

Net debt/EBITDA jumped from 0.8x to 3.7x as PBT fell 44.7%

Strong reported cash flow came from a $21.6m inventory drawdown, masking rising leverage and a paused dividend.

Read briefing→

HY25 · Released 21 February 2025

Winton swung to $2.0m loss as net cash flipped to $52.4m net debt

A 5.3% revenue dip turned $14.2m of EBITDA into a $0.1m loss while capex nearly doubled and the cash balance fell $73.2m.

Read briefing→

FY24 · Released 23 August 2024

Winton swung from $204.8m net cash to $23.1m net debt as PBT fell 38.3%

A $65.4m inventory build and $42.1m of capex consumed the cash pile and required a new debt facility, even as revenue rose 8.8%.

Read briefing→

HY24 · Released 20 February 2024

PBT collapsed 72.2% on a 0.6% revenue rise

Residential development margins compressed sharply, with capex up 199.9% and $64.1m drawn on a previously undrawn debt facility.

Read briefing→

Related insights

Compare this company

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

Insight

Earnings quality and statutory distortions

PBT and NPAT growth diverged by 90.3pp, with a distortion flag in the result.

Open insight→

Insight

Leverage and balance-sheet risk

Net debt / EBITDA is 132.90x, +1084.70x versus the prior comparable period.

Open insight→

Insight

Revenue growth context

Revenue growth was -60.0% for this reporting period.

Open insight→

Insight

ROE and capital efficiency

ROE was -0.2%, +0.2pp versus the prior comparable period.

Open insight→

Get notified when WIN publishes

Get the next Winton Land result briefing and five-year history updates by email.