Yarra Capital takes 5.11 percent stake in Gentrack Group stock

Published on 10/14/2026 at 00:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Yarra Capital disclosed a 5.11 percent voting stake on October 5, 2026. Gentrack Group stock posted NZD 110.10 million revenue in the first half of 2026.

Gentrack ownership and earnings

Yarra Capital disclosed a 5.11 percent voting stake in Gentrack Group on October 5, 2026.
Gentrack reported NZD 110.10 million revenue in the first half of 2026, down 1.70 percent year over year.
Consensus revenue for fiscal 2026 fell from NZD 236.60 million to NZD 233.10 million.

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Yarra Capital and related entities disclosed a 5.11 percent voting stake in Gentrack Group on October 5, 2026, putting ownership changes at the center of the latest company update. Kapitales Research reported that the holding covered 5,746,414 ordinary shares and represented 5.11 percent of voting power.

Ownership changed in October

The substantial-holder notice was filed on October 5, 2026, with the investment group stating that the holding began on October 2, 2026. The disclosure also recorded AUD 479,365.34 of cash consideration for 161,176 shares acquired between June 2 and October 2, 2026, according to Kapitales Research.

NZX published the notice on October 5, 2026. The filing identifies Yarra Capital Management and associated entities as substantial holders in Gentrack Group.

Half-year revenue declined

Gentrack's first-half 2026 results provide the operating counterpoint. Simply Wall St reported revenue of NZD 110.10 million, down 1.70 percent from the first half of 2025, while net income fell 29.00 percent to NZD 5.11 million. Earnings per share declined to NZD 0.046 from NZD 0.068.

The figures matter because the ownership disclosure arrived against a softer interim earnings profile. Gentrack provides software and services for utilities and airports, so recurring platform revenue and contract wins remain central to how investors assess the company's growth profile.

Forecasts moved lower

Consensus estimates also shifted during 2026. Simply Wall St said the fiscal 2026 revenue forecast fell from NZD 236.60 million to NZD 233.10 million, while the consensus price target declined from NZD 6.83 to NZD 5.32. That combination leaves the 5.11 percent stake as an ownership signal alongside a more cautious earnings outlook.

Three dated developments

On November 25, 2025, Gentrack's fiscal 2025 results showed revenue of NZD 230.20 million, up 7.90 percent from fiscal 2024, according to Simply Wall St. On May 19, 2026, first-half revenue reached NZD 110.10 million and net income was NZD 5.11 million, as the same source reported. On October 5, 2026, Yarra Capital disclosed a 5.11 percent voting stake, marking the latest dated development.

Ownership now meets softer results

For investors, the key contrast is numerical: a 5.11 percent holder disclosure arrived while first-half revenue fell 1.70 percent year over year and net income dropped 29.00 percent. Gentrack's next valuation discussion therefore rests on whether its utilities and airport software operations can convert strategic ownership interest into renewed revenue growth.

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