Aedifica NV/SA Earnings Call Transcripts
Fiscal Year 2025
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EPRA earnings rose 4% in 2025, driven by higher rental income and strong operator performance across Europe. The outlook for 2026 includes €370 million rental income and continued portfolio growth, with the Cofinimmo merger expected to drive further synergies and asset rotation.
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Solid H1 results with 4% EPRA earnings growth, strong rental income, and robust balance sheet. Portfolio refocused after Swedish exit, pipeline on track, and guidance maintained pending Cofinimmo deal. Market conditions and operator performance remain positive.
Fiscal Year 2024
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Portfolio value reached €6.2B with 8% rental income growth and improved margins. 2025 guidance anticipates further rental and earnings growth, supported by capital recycling and new investments, with a focus on healthcare real estate in key European markets.