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Aedifica NV/SA (AED) investor relations material

Aedifica NV/SA Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary30 Jul, 2025

Executive summary

  • Real estate portfolio valued at €6.2bn across 613 healthcare sites in 7 countries, with 100% occupancy and 18-year WAULT.

  • EPRA earnings rose 4% year-over-year to €123.3m (€2.59/share), exceeding budget, with rental income up 9% to €180.8m and 3% like-for-like growth.

  • Swedish portfolio divested for €121m, proceeds reinvested in new care property acquisitions and projects.

  • Announced all-share exchange offer to unite with Cofinimmo, aiming to create a leading European healthcare REIT.

  • S&P Global reaffirmed BBB credit rating, placed on CreditWatch Positive after Cofinimmo agreement.

Financial highlights

  • EPRA earnings up 4% year-over-year to €123.3m (€2.59/share); rental income up 9% to €180.8m, with 3% like-for-like growth.

  • EBIT margin improved to 86.6%-87%; full-year margin expected above 86%.

  • Net result attributable to owners at €113.1m (down from €142.2m year-over-year); EPS (IAS 33) at €2.38.

  • EPRA NTA per share at €75.10 (vs. €76.63 at FY2024); NAV per share at €74.59.

  • Debt-to-assets ratio at 42.4% (down to 42% after excess cash adjustment), within policy maximum of 45%.

Outlook and guidance

  • 2025 EPRA EPS guidance at €5.01/share and gross DPS at €4.00/share, with guidance reaffirmed pending Cofinimmo transaction and regulatory approval.

  • Management expects to deliver on €250m investment pipeline and sees a more dynamic investment market.

  • Guidance does not include potential impact from the Cofinimmo exchange offer.

  • Strong demographic tailwinds and improving operator performance expected to support future growth.

  • No major changes expected in H2 earnings, aside from loss of Swedish income and absence of one-off contingent rent.

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Frequently asked questions

Aedifica NV/SA is real estate company specializing in the ownership and management of healthcare real estate, particularly focusing on senior housing. The company operates across Europe, with a significant presence in Belgium, Germany, the Netherlands, the United Kingdom, Finland, Sweden, Ireland, and Spain. Its portfolio includes care homes, seniors apartments, small-scale residential care centres, and specialist residential care centres, among other healthcare-related properties. The company is headquartered in Brussels, Belgium, and its shares are listed on the Euronext Brussels.

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