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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Argan
Argan (ARG) investor relations material
Argan Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU earnings summary5 Jan, 2026
Executive summary
Rental income for 2025 reached €212.0 million, a 7% increase year-over-year, driven by the full-year impact of 8 projects delivered in 2024 and rent indexation of +3.45% on January 1, 2025.
The portfolio comprises over 100 premium warehouses totaling 3.77 million sq.m, appraised at €4.07 billion, up 4% from the previous year.
Four new logistics sites were delivered in 2025, adding nearly 70,000 sq.m and generating €4 million in annual rental income at a 7.2% yield.
Financial highlights
Rental income increased by 7% to €212.0 million in 2025 compared to €198.3 million in 2024.
Portfolio value rose 4% to €4.07 billion, reflecting higher market rents and stable capitalization rates.
Occupancy rate remained above 99% for the tenth consecutive year.
Weighted average residual lease term was 5.0 years at year-end 2025.
Outlook and guidance
Secured investment program for 2026 totals nearly €165 million, with €140 million scheduled for delivery before June 30.
Eight new projects planned for 2026, including major clients such as PUMA, POMONA, CELIO, FERRERO, DANONE, ID LOGISTICS, and Jacky Perrenot.
2026 rental income and financial targets to be announced on January 22, 2026.
What is the outlook for cap rates in 2026?
Strategy to manage portfolio age increase?
What is the strategy for attracting new clients?
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Next Argan earnings date
H2 202522 Jan, 2026
Argan
Next Argan earnings date
H2 202522 Jan, 2026
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Frequently asked questions
Argan SA is a French real estate company specializing in the development, acquisition, and management of logistics warehouses. The company primarily serves clients in e-commerce, retail, and distribution by providing high-quality, strategically located logistics facilities to support supply chain and distribution operations. Argan’s portfolio includes modern warehouses across key logistics hubs in France, focusing on sustainability and energy efficiency in property design and management. The company is headquartered in Paris, France, and its shares are listed on Euronext Paris.
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