Switzerland · Delayed Price · Currency is CHF Investis Holding Earnings Call Transcripts
Fiscal Year 2025
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Strong 2025 results driven by strategic focus on Lake Geneva residential assets, with rental income up 24% and near-full occupancy. Low leverage, robust cash flow, and a 15% rent potential position the group for continued growth amid a structurally tight housing market.
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Strong H1 2025 results with 38% rental income growth, CHF 95.7 million EBIT, and CHF 80 million net profit. Portfolio exceeds CHF 2.1 billion, with low vacancy and conservative leverage. Outlook is positive, expecting to surpass 21% rental income growth guidance.
Fiscal Year 2024
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Portfolio expanded to CHF 2 billion with strong acquisitions and a strategic shift after selling the service business. Net profit rebounded to CHF 250 million, supported by revaluation gains and low leverage. Outlook for 2025 is positive, with further rental income growth and acquisitions planned.
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Equity and portfolio strength improved through strategic sales and acquisitions, with H1 2024 revenue up 1.5% and a CHF 122 million gain from the service segment sale. Low leverage, robust rental growth, and a focus on high-demand Swiss regions support further expansion.
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The group is selling its real estate service business to PHM Group for CHF 240 million, acquiring a CHF 50 million minority stake in PHM, and will focus on property investments. All proceeds will be reinvested, with LTV expected to remain below 40%.