France · Delayed Price · Currency is EUR Carmila Earnings Call Transcripts
Fiscal Year 2025
-
Profitable growth in 2025 was driven by organic, investment, and innovation engines, with EPS up 9% and EBITDA margin at 79.3%. Guidance for 2026 targets 2% EPS growth, supported by strong leasing, disciplined cost control, and continued acquisitions.
-
2024 saw robust growth in recurring EPS, net rental income, and portfolio value, driven by strong leasing, Galimmo integration, and disciplined capital allocation. 2025 guidance targets further EPS growth, a new share buyback, and continued asset transformation.
Fiscal Year 2024
-
2024 saw robust growth with recurring EPS up 4.5% and net rental income rising 8.3%, driven by strong leasing and the Galimmo integration. The portfolio expanded to 251 centers, with a record 96.7% occupancy and a 13% valuation increase. 2025 guidance targets further EPS growth and a new share buyback.
-
Strong H1 2024 performance with 3.4% rent growth and stable portfolio value. Galimmo acquisition is immediately accretive, raising EPS guidance to EUR 1.65 for 2024, with further synergies expected in 2025.