London · Delayed Price · Currency is GBP · Price in GBX Supermarket Income REIT Earnings Call Transcripts
Fiscal Year 2026
-
Delivered strong strategic progress with cost reductions, portfolio growth, and upgraded dividend guidance to a minimum 2% annual uplift. Maintained high occupancy, robust income quality, and extended debt maturity, positioning for further expansion and sustainable returns.
Fiscal Year 2025
-
A transformational year saw major strategic milestones, cost reductions, and a strengthened balance sheet. Net rental income rose 7.3% year-on-year, with a robust pipeline and £315m liquidity headroom positioning for growth and a fully covered, growing dividend.
-
Strong rental income growth and operational efficiency drove a 3% rise in adjusted earnings, with the portfolio value and EPRA NTA both increasing. Strategic initiatives, including internalisation and capital recycling, are set to further enhance earnings and dividend cover.
Fiscal Year 2024
-
Strong rental income growth, accretive acquisitions in the U.K. and France, and sector-leading cost efficiency drove higher earnings and a fully covered dividend. Portfolio value rose, debt is well-hedged, and further growth is expected as market conditions improve.
Fiscal Year 2023
Fiscal Year 2022
-
Supermarket Income REIT highlights its resilient, inflation-protected portfolio of omnichannel supermarkets, strong ESG progress, and robust financial position, with flexibility for future acquisitions or debt reduction. Sector stability and long-term growth remain key strengths.