)
Visual21 Nov 2025
Data center suppliers
CTP (CTPNV) investor relations material
CTP Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Achieved strong financial results in Q3 2025, with net rental income up 15.4% to €549 million and gross rental income up 15.1% to €562 million, driven by robust demand, supply chain professionalization, and nearshoring in Central and Eastern Europe.
Signed 1.6 million sqm of leases in 9M-2025, up 6% year-over-year, with 73% of leases signed with existing tenants and average rent per sqm up 6%.
Occupancy stable at 93%, with a retention rate of 82–85% and rent collection at 99.8%, underpinning stable cash flows.
Expansion into new markets, including Italy and Vietnam, with a focus on full-service business park concepts and pre-leased developments.
Portfolio expansion continues, with 2 million sqm under construction and a landbank supporting future growth.
Financial highlights
Like-for-like rental growth was 4.5% in Q3 2025; occupancy stable at 93%.
Net rental income rose 15.4% to €549 million; gross rental income up 15.1% to €562 million; annualized rental income reached €778 million.
Adjusted EPRA earnings increased 13.1% year-over-year to €305.2 million; EPS up 7.2% to €0.64.
Profit for the period grew 17.1% year-over-year to €862.8 million.
Valuation gains for the first nine months totaled €802 million, with gross asset value at €17.7 billion, up 16% year-over-year.
EPRA net tangible asset per share increased 10.5% year-to-date to €19.98.
Outlook and guidance
On track to reach €1 billion annual rent by 2027 and 30 million sqm GLA by 2030.
EPS guidance for 2025 confirmed at €0.86–€0.88, now expected at the lower end due to a cancelled Romanian acquisition.
Delivery guidance for 2026 maintained at 1.4–1.7 million sqm; expects to deliver 1.3–1.6 million sqm in 2025.
Dividend policy targets 70–80% payout of adjusted EPRA EPS, with a scrip dividend as default.
Pipeline remains highly profitable with a YoC target above 10%.
How does the €5bn landbank profit impact NTA growth?
What drives 2026 double-digit EPRA EPS growth?
Detail the shift to unsecured lending strategy
Italy entry: Initial scale and acceleration plan?
Romania acquisition: How does it shape future M&A?
Occupancy/retention: Any specific market concerns?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next CTP earnings date
Q4 202526 Feb, 2026
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.
)
Leroy DaleyApp Store
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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.
Leroy DaleyApp Store
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage