Belgium · Delayed Price · Currency is EUR Montea Comm. VA Earnings Call Transcripts
Fiscal Year 2026
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EPRA EPS grew 5% year-on-year, driven by strong leasing and rental growth, with 95% of the EUR 1.15 billion Track27 plan secured and fully funded. Occupancy remains near full, and guidance for 7% annual EPS growth is reaffirmed, supported by a robust land bank and disciplined financial management.
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Q1 delivered strong operational and financial results, with 6% EPS growth, 2.7% like-for-like rental growth, and a 99.6% occupancy rate. Investment activity remains robust, with a focus on high-yield acquisitions and disciplined capital allocation, while guidance for EPS and DPS growth is reaffirmed.
Fiscal Year 2025
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Strong 2025 results with 8% EPS growth, 21% rental income increase, and 99.8% occupancy. Guidance for 2026 and 2027 targets 7% annual EPS growth, robust investment, and continued focus on high-yielding, pre-let developments.
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Delivered strong nine-month results with 15% EPRA growth, high occupancy, and robust investment activity. Guidance for 2025 and 2027 EPS growth reaffirmed, supported by disciplined capital allocation and a substantial land bank. ESG progress and market demand remain strong.
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Portfolio reached €3 billion with strong rental growth, 99.7% occupancy, and 20% EPRA result increase. 75% of the €1.2 billion growth plan is secured, with robust guidance for EPS and dividend growth, and a focus on sustainable investments.
Fiscal Year 2024
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2024 saw record portfolio growth, strong financials, and a first investment-grade rating. Guidance for 2025 and 2027 targets continued EPS and dividend growth, with disciplined capital allocation and a focus on value creation through developments and partnerships.
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Delivered strong H1 results with 16% EPRA growth, 100% occupancy, and a 9% portfolio uplift. Reconfirmed EPS targets for 2024 and 2025, supported by robust development margins and a stable investment-grade rating.