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Summerset Group Holdings Limited — Investor Relations & Filings

Ticker · SUM ISIN · NZSUME0001S0 LEI · 984500B9439EEECA6296 NZX Human health and social work activities
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Filings indexed 531 across all filing types
Latest filing 2026-05-04 Investor Presentation
Country NZ New Zealand
Listing NZX SUM

About Summerset Group Holdings Limited

https://www.summerset.co.nz

Summerset Group Holdings Limited develops and operates integrated retirement villages, providing a range of living options and care services for older adults. The company's portfolio includes independent living units such as villas, cottages, and apartments, alongside assisted living in serviced apartments. A core component of its business model is the continuum of care, which incorporates specialized aged care facilities offering rest home, hospital-level, and dementia care. Villages are designed as master-planned communities featuring shared amenities like clubhouses, cafes, and fitness centers. The company manages the entire lifecycle of its properties, from site acquisition and design to construction and ongoing village management, focusing on high-quality residential environments and comprehensive support services for residents.

Recent filings

Filing Released Lang Actions
Summerset Group Holdings Investor Day Presentation
Investor Presentation Classification · 95% confidence The document is titled 'SUMMERSET GROUP HOLDINGS INVESTOR DAY PRESENTATION' and describes an event held on 1 May 2026 where the company presented to investors. It includes updates on sales, construction progress, cost inflation impacts, and strategic levers for economic conditions. The text explicitly states it is a presentation to investors and includes detailed operational and financial performance commentary. The document length is 3875 characters, which is relatively short but contains substantive content typical of an investor presentation rather than a brief announcement or report publication notice. There is no indication that this is an annual or interim report, audit report, earnings release, or regulatory filing. The focus on investor communication and detailed operational updates aligns with the definition of an Investor Presentation (IP).
2026-05-04 English
Ongoing Disclosure Notice
Director's Dealing Classification · 100% confidence The document is an ongoing disclosure notice filed with NZX under the Financial Markets Conduct Act 2013. It details the acquisition of shares by a director or senior manager, including the number of shares before and after the transaction, the nature of the interest, and transaction details such as date and consideration. The document is focused on reporting insider transactions by directors or senior managers. There is no financial performance data, earnings information, or report publication. The content matches the definition of Director's Dealing filings, which report personal share transactions by company directors and executives (insider trades).
2026-05-01 English
Outcome of Summerset Annual Meeting
Declaration of Voting Results & Voting Rights Announcements Classification · 95% confidence The document is a “Meeting Results Announcement” providing the detailed voting outcomes (for, against, abstain) for ordinary resolutions at the company’s annual shareholder meeting. This matches the definition of a Declaration of Voting Results & Voting Rights Announcement (Code: DVA).
2026-04-21 English
Summerset Annual Meeting - Chairman and CEO Addresses
AGM Information Classification · 95% confidence The document is the Chair’s speech at Summerset’s 2026 Annual General Meeting, containing AGM-specific presentations and materials (overview of FY25 results, strategy, business environment, and outlook). It is not an earnings release, proxy statement, or full annual report, but part of the AGM materials. This matches the definition for AGM Information (AGM-R).
2026-04-21 English
Summerset Group Holdings AGM Moving to Online Only
Regulatory Filings Classification · 90% confidence The document is an NZX & ASX release notifying shareholders that the Annual General Meeting has been moved to an online-only format due to severe weather. It does not contain AGM presentation materials or the formal proxy statement, nor does it report financial results or transactions. It is a general regulatory announcement about meeting logistics, which does not fit into any other specific category. Therefore, it should be classified as a general Regulatory Filing (RNS).
2026-04-20 English
SPH Notice - FirstCape Group Limited
Major Shareholding Notification Classification · 100% confidence The document is a disclosure of movement of 1% or more in substantial holding or change in nature of relevant interest under the Financial Markets Conduct Act 2013. It details shareholding percentages, transactions, and relevant interests of FirstCape Group Limited and its subsidiaries. The document includes certification by an authorized person but does not contain financial statements or company performance data. It is a notification of changes in significant share ownership levels, fitting the definition of Major Shareholding Notification (MRQ).
2026-04-14 English

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