)
abrdn European Logistics Income (ASLI) investor relations material
abrdn European Logistics Income H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Shareholders approved a managed wind-down in July 2024, focusing on orderly asset realisation and capital return.
By year-end 2025, 25 of 27 assets were sold, generating over €507 million in gross proceeds before debt repayment.
Four capital distributions totaling 39p per share (£160.75m) were made via a B Share Scheme.
The Board expects the wind-down to complete broadly in line with original value expectations.
A requisitioned general meeting in February 2026 saw shareholder support for the current wind-down strategy.
Financial highlights
Net asset value (NAV) per share fell to 33.5c (GBP 29.3p) from 90.8c (GBP 75.3p) year-over-year.
NAV total return was -11.2% in EUR (2024: +0.9%).
Share price total return was +24.2% in GBP (2024: +0.1%).
Ongoing charge ratio increased to 1.8% (2024: 1.5%).
Gearing reduced to 27.6% from 37.0% year-over-year.
Net loss for the year was €33.3m (2024: profit €3.0m).
Outlook and guidance
Final asset sales may be delayed by global market and geopolitical uncertainty, including the Iran conflict.
The Board aims to complete the final sale and liquidate the company in H2 2026, but heightened risks persist.
Ongoing costs are increasingly met from capital as income declines.
- Wind-down phase underway, with asset sales, reduced vacancy, and capital returns to shareholders.ASLI
H2 202426 Feb 2026 - Wind-down progresses with major asset sales, €320m proceeds, and significant capital returns.ASLI
H1 20256 Oct 2025 - Managed wind-down underway, with asset sales and capital returns planned as logistics outlook improves.ASLI
H1 202413 Jun 2025
Next abrdn European Logistics Income earnings date
Next abrdn European Logistics Income earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)