Retail sales: approx. 85%
Commercial leasing: approx. 10%
Other services: approx. 5%

TOP 3 markets:

1. Australia: approx. 70%
2. New Zealand: approx. 25%
3. Other international markets: approx. 5%

Scentre Group generates the majority of its revenue from retail, particularly through its shopping centers in Australia and New Zealand. Australia remains the dominant market, followed by New Zealand. Revenue from commercial leasing and other services complements the core business.

This structure highlights the strong regional concentration of Scentre Group, with the Australian market holding the largest share of revenue.

Production: No production activity

The Scentre Group (ASX:SCG) is an Australian company specializing in the operation and management of shopping centers. It is not a manufacturing company, but a real estate operator mainly engaged in the management and development of retail properties. The Scentre Group operates the Westfield shopping centers in Australia and New Zealand and is not involved in the production of physical products.

Current rental occupancy: 98.5% (2025)
Investment volume in development projects: 1.5 billion AUD (2025)
Planned reduction of CO2 emissions: 30% by 2030

Scentre Group is pursuing a growth strategy that strongly focuses on optimizing and expanding its existing retail centers. The company is investing significantly in the modernization and expansion of its properties to increase attractiveness for tenants and customers.

Another important aspect of the strategy is the integration of digital technologies to enhance the customer experience and connect retail with online platforms. This includes the implementation of omnichannel solutions and the use of data analytics for better customer engagement.

Additionally, Scentre Group places great emphasis on sustainability and plans to reduce CO2 emissions by 30% by 2030. These measures are intended not only to reduce the ecological footprint but also to lower operating costs and increase attractiveness for environmentally conscious tenants.

Main materials: Building and construction materials, electronic components, interior fittings

Countries of origin: China, USA, Germany, Australia

Scentre Group, as an operator of shopping centers, mainly imports building and construction materials for the development and renovation of their properties. These materials include steel, glass, and concrete, which are often sourced from countries such as China and Germany due to their competitive prices and high quality.

Electronic components for surveillance systems and interior fittings such as lighting and furniture are often imported from the USA and China, as these countries are leading in the production of technological and decorative products.

Some of the materials are also sourced locally in Australia to minimize transportation costs and support local suppliers.

Market share in Australia: 30% (2025, estimated)
Real estate portfolio value: 35 billion AUD (2025, estimated)
Average number of visitors per year: 500 million (2024)

The Scentre Group owns and operates the Westfield portfolio in Australia and New Zealand, which is among the largest and most well-known shopping centers in the region. The company's competitive advantage lies in its strong brand presence and the strategic location of its properties, ensuring high visitor traffic.

Another advantage is the diversification of the tenant portfolio, which includes a mix of international brands and local retailers. This reduces the risk of rental defaults and ensures stable income. The ongoing investment in the modernization and expansion of the centers also enhances attractiveness for consumers and retailers alike.

The Scentre Group also benefits from its ability to integrate innovative retail concepts and digital technologies to enhance the customer experience. This gives it a competitive edge in a rapidly changing retail environment.

Institutional Investor Share: approximately 60% (estimated, 2025)

Insider Buys/Sells: No significant transactions reported (estimated, 2025)

The institutional investor share in Scentre Group typically stands at around 60%, indicating the interest of large investment funds and pension funds. These investors value the stability and dividend yield that Scentre Group, as an operator of shopping centers, provides.

In 2025, no significant insider buys or sells were reported. This could suggest that the management has confidence in the current corporate strategy and does not expect drastic changes in the stock price.

Market Share Scentre Group: Estimate 12% (2025)

Top Competitors and Market Shares:

1. Vicinity Centres: Estimate 15%
2. GPT Group: Estimate 13%
3. Scentre Group: Estimate 12%
4. Stockland: Estimate 10%
5. Mirvac Group: Estimate 9%

The Scentre Group is a significant player in the Australian real estate market, especially in the shopping center sector. With a market share of around 12%, they are positioned as one of the leading providers in this sector. The largest competitor, Vicinity Centres, has a slightly higher estimated market share of 15%.

The moat of Scentre Group is based on their strong brand presence and ownership of strategically located shopping centers with high visitor traffic. These centers are often situated in prime locations, giving them an advantage in customer attraction and tenant retention.

Compared to competitors, Scentre Group has a solid, but not insurmountable moat. Vicinity Centres and GPT Group also offer high-quality locations and have invested in modernizations and digital integration in recent years to enhance their competitiveness. Scentre Group's moat could be strengthened through further investments in customer experience and technological innovations to differentiate themselves from the competition.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024) Occupancy Rate: 98.5% (2024)

Scentre Group, a leading operator of shopping centers in Australia and New Zealand, recorded a revenue growth of 8.5% in 2024. This indicates a strong recovery and stability in the retail sector, especially after the challenges of recent years.

The profit growth of 7.2% in 2024 shows that the company was not only able to increase its revenue but also to operate efficiently and control costs. A high occupancy rate of 98.5% underscores the attractiveness of Scentre Group's locations and its ability to generate stable rental income.

In the long term, Scentre Group could benefit from a stable economic situation and growing consumer behavior. Continuous investment in the modernization and expansion of their centers could provide additional growth opportunities. Therefore, based on the fundamental indicators and market position, the stock appears to be a potentially good investment.

Dividend Yield: 5.2% (2025, estimated)
Dividend History: Continuous payout in recent years

Scentre Group is known for its reliable dividend policy. It is also expected to pay a dividend in 2025, based on stable cash flows and a solid financial position.

In the past, Scentre Group has regularly paid dividends, indicating strong profitability and a well-diversified portfolio of shopping centers. The dividend yield of 5.2% is attractive and reflects investors' confidence in the company's consistent profitability.