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Summerset Group Holdings Ltd
Floor 27
Majestic Centre, 100 Willis Street
Phone: +64 48947320p:+64 48947320 WELLINGTON, 6011  New Zealand Ticker: SUMSUM
Business Summary
Summerset Group Holdings Limited is a New Zealand-based company that develops, owns, and operates integrated retirement villages. The Company is engaged in the design, construction, and operation of retirement villages and care centers. It provides a range of living options and care services to over 8,000 residents. It offers a choice of independent living options, including villas, townhouses, and serviced apartments. It offers various facilities in its village, such as recreational bowling green, barbecue facilities, cafe, communal vegetable gardens, courtesy van, exercise room, hair salon, library, organized outings, and activities, piano, pool table, residents' bar, residents' workshop, swimming pool, and spa. It has approximately 38 villages completed or in development in Aotea, Avonhead, Bell Block, Blenheim, Cambridge, Casebrook, Cranbourne North, Dunedin, Ellerslie, and others. Its portfolio covers over 7,371 total units, including 6,087 retirement units and 1,284 care units.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes------

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
6/30/202412/31/2023Yes----

Industries
SIC Code Description
8361 Residential care

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Non-Executive Chairman of the Board Mark J.Verbiest 7/1/2021 7/1/2021
Chief Executive Officer Scott G.Scoullar 3/29/2021 3/1/2014
Chief Financial Officer, General Manager - Corporate Services William G.Wright 1/1/2023 7/5/2021
12 additional Officers and Directors records available in full report.

Business Names
Business Name
SNZ
SUM

General Information
Number of Employees: 2,468 (As of 12/31/2023)
Outstanding Shares: 235,613,977 (As of 6/30/2024)
Shareholders: 9,826
Stock Exchange: NZE
Fax Number: +64 48947319


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Friday, November 22, 2024