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Investor Relations14 Oct 2025
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Carmila (CARM) investor relations material
Carmila H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary23 Jul, 2025
Executive summary
Achieved strong growth in H1 2025, with recurring earnings outlook revised upwards and robust leasing activity, signing 467 new leases and maintaining high occupancy rates above 96%.
Net rental income rose 15.4% year-over-year to €203.4M, driven by organic growth and Galimmo integration, with recurring EPS up 7.1% to €0.93.
Portfolio value reached €6.7B, with 250 shopping centers and retail parks, and financial occupancy rate at 96.0%.
Successful Galimmo integration delivered immediate synergies, contributing 11.8% to net rental income and €5M in cost synergies for 2025.
Dividend of €1.25 per share paid in May 2025; new €10M share buyback program announced for 2025.
Financial highlights
Net rental income reached €203.4M in H1 2025, up 15.4% year-over-year, with EBITDA at €176.9M (+14.1%).
Recurring EPS at €0.93 in H1 2025, up from €0.87 in H1 2024 (+7.1%).
EPRA NTA per share at €25.89–€28.17, up 10–11% year-over-year.
Financial occupancy rate at 96.0% (+70 bps year-over-year); rent collection rate at 96.5–97%.
Net income (Group share) was €123.1M (+45.7% year-over-year).
Outlook and guidance
2025 recurring EPS guidance raised to €1.79, a 7.0% increase over 2024, above initial €1.75 guidance.
Dividend policy targets at least €1 per share, with a 75% payout of recurring earnings.
New €10M share buyback program to run through end-2025.
Targeting LTV below 40% for 2025–2026 and maintaining BBB/stable rating.
Five major development projects planned to start from 2026, subject to local authorizations.
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Next Carmila earnings date
Q3 2025 TU23 Oct, 2025
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Frequently asked questions
Carmila SA is a France-based real estate company specializing in the ownership, development, and management of retail shopping centers. The company primarily operates shopping centers adjacent to Carrefour hypermarkets, creating a combined retail experience that leverages foot traffic and retail synergies. Carmila’s properties are strategically located across France, Spain, and Italy, and the company focuses on optimizing its assets through property enhancements and tenant mix improvements. The company is headquartered in Boulogne-Billancourt, France, and its shares are listed on Euronext.
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