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CTP (CTPNV) investor relations material

CTP CMD 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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CMD 2025 summary25 Sep, 2025

Platform for growth and business model

  • Targeting €1 billion annualised rental income by 2027, leveraging a 26.1 million sqm landbank and over 1,500 clients, with expansion into new markets and product innovation.

  • Integrated operator-developer model with 13.5 million sqm GLA, 2.0 million sqm under construction, and 85% client retention, driving 10-15% new space developed per year.

  • Local management in existing markets and CEO-led entries in new markets ensure strategic agility and tenant-led expansion.

  • Successful market entries in Germany and Poland via major acquisitions, with significant landbank and redevelopment platforms established.

  • GLA more than doubled since IPO in 2021, with investment property value up 191% and annualised rental income up 151%.

Growth drivers and market trends

  • Diversified portfolio across industries, with strong demand from automotive, 3PL, and manufacturing sectors, and rapid growth in e-commerce and nearshoring.

  • Automotive demand remains resilient, with OEMs and Asian manufacturers expanding in CEE due to tariffs and skilled labor availability.

  • Nearshoring drives 20% of leasing for Asian clients, with Vietnam explored as a new market.

  • Domestic consumption in CEE outpaces Western Europe, supporting long-term demand.

  • German economy's focus on high-tech and defense, with increased public and private investment, supports industrial and logistics growth.

Financial strategy and capital allocation

  • Funding principles prioritize stable investment-grade ratings, with active liability management, strong liquidity, and a mix of secured/unsecured debt.

  • Most expensive debt from 2022-2023 repriced or repaid, slowing 2025 EPS growth but enabling double-digit growth from 2026.

  • Normalised net debt to EBITDA at 9.2x, with targets below 10x and LTV between 40-45%.

  • Each euro invested in development improves credit metrics, with retained earnings funding up to 2 million sqm of new GLA.

  • Demonstrated access to credit and equity markets, with €1.3bn backup RCF and conservative maturity profile.

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Frequently asked questions

CTP N.V. is recognized as one of Europe's largest listed owner, developer, and manager of logistics and industrial real estate, with a gross lettable area (GLA) that spans 11 million sqm across 10 countriesCTP's operational scope includes the development, management, and leasing of properties used for production, warehousing, third-party logistics and distribution, offices, among others, with a notable presence in Central and Eastern Europe. The company is headquartered in Amsterdam, Netherlands, and its shares are listed on the Euronext Amsterdam.

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