Lifestyle Communities Signals Reset Year as Market Conditions Improve
Lifestyle Communities Limited (ASX: LIC) used its 2025 AGM to outline a strategic reset in response to a challenging FY25 and regulatory impacts from a VCAT decision affecting site-agreement provisions. Despite early softness in customer sentiment, net sales recovered strongly in the second half, with 98 sales compared to 41 in the first half, and 93 new home settlements already completed this year. The company reduced unsold inventory from 359 to 269 homes, improved operating cash flow by AU$119.8 million, and lowered net debt to AU$338.3 million through targeted land sales.
A refreshed strategy focuses on becoming the preferred downsizer option, enhancing homeowner experience, and restoring capital discipline. FY26 is positioned as a “reset year” before growth acceleration in FY27–FY30. LIC also plans to introduce a new ‘No Exit Fee’ option in Q3 FY26 to offer buyers more flexibility as the Victorian housing market shows early signs of recovery.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au.au
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Lifestyle Communities Signals Reset Year as Market Conditions Improve
Lifestyle Communities Limited (ASX: LIC) used its 2025 AGM to outline a strategic reset in response to a challenging FY25 and regulatory impacts from a VCAT decision affecting site-agreement provisions. Despite early softness in customer sentiment, net sales recovered strongly in the second half, with 98 sales compared to 41 in the first half, and 93 new home settlements already completed this year. The company reduced unsold inventory from 359 to 269 homes, improved operating cash flow by AU$119.8 million, and lowered net debt to AU$338.3 million through targeted land sales.
A refreshed strategy focuses on becoming the preferred downsizer option, enhancing homeowner experience, and restoring capital discipline. FY26 is positioned as a “reset year” before growth acceleration in FY27–FY30. LIC also plans to introduce a new ‘No Exit Fee’ option in Q3 FY26 to offer buyers more flexibility as the Victorian housing market shows early signs of recovery.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au.au