China Overseas Land & Investment revenue rises 17.3%, profit falls 18.2% in first half

China Overseas Land & Investment (00688.HK) reported revenue of RMB97.6 billion (approximately $14.5 billion) for the six months ended June 30, 2026, up 17.3% year-on-year, while profit attributable to shareholders fell 18.2% to RMB7.03 billion (approximately $1.0 billion). Core profit, excluding fair-value changes on investment properties and other items, was RMB7.93 billion (approximately $1.2 billion). The decline in reported profit was primarily linked to a swing in net fair-value changes on investment properties, from a gain of RMB66.12 million in the prior-year period to a loss of RMB742 million. The board declared an interim dividend of HK23 cents per share, compared with HK25 cents a year earlier. Contracted property sales rose 11.8% to RMB134.35 billion (approximately $20.0 billion), while sales area declined 12.1% to 4.5 million square meters. The company added 18 land parcels year-to-date at an attributable land cost of RMB33.34 billion and retained a full-year acquisition target of RMB80 billion to RMB100 billion, assuming policy stability. Its balance sheet remained strong, with cash of approximately RMB121.1 billion, net gearing of 27.2%, average financing costs of 2.76%, and net operating cash inflow of RMB28.52 billion. Management said macroeconomic stabilization, policy support and improving supply-demand dynamics continued to support its three growth drivers, while first-tier cities, commercial operations and REITs remained central to its strategy.

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