Lendlease Group presents a deep value opportunity after significant shareholder value destruction and failed international expansion. LLC's strategic reset focuses on exiting offshore development/construction, but capital release from the CRU has lagged, pressuring the balance sheet. At A$2.48/share, LLC trades at just 0.72x adjusted NTA and ~4.6x forward EV/EBIT, offering substantial upside potential if execution improves.
Lendlease Group (LLESY) Q4 2026 Earnings Call Transcript
Lendlease Group (LLESY) Q2 2026 Earnings Call Transcript
| Real Estate Management & Development Industry | Real Estate Sector | Nick O'Neill CEO | OTC PINK Exchange | 526023205 CUSIP |
| AU Country | 12,000 Employees | 27 Aug 2026 Last Dividend | - Last Split | - IPO Date |
Lendlease Group is a leading integrated real estate and investment company with a global presence across Australia, Asia, Europe, and the Americas. Established in 1958 and headquartered in Barangaroo, Australia, the company has carved a niche for itself in the real estate sector by engaging in the development, construction, and management of various real estate projects and investments. With its operations spread across several segments such as Development, Construction, and Investments, Lendlease Group aims to create value for its stakeholders by delivering innovative solutions and services in the realm of real estate and investments.
Lendlease Group's offerings are diversified across three primary segments: