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DEFAMA Deutsche Fachmarkt (DEF) investor relations material
DEFAMA Deutsche Fachmarkt Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary26 Aug, 2025
Executive summary
Revenue increased to €15.2 million in H1 2025, up from €13.2 million year-over-year, with FFO rising to €5.5 million and the portfolio expanding to 91 properties through acquisitions and new tenant agreements.
Net income for H1 2025 was €1.8 million, down 38% year-over-year, impacted by a prior-year one-off gain.
Significant operational focus on property takeovers, renovations, and long-term lease signings, with major tenant wins and lease extensions.
Buy-and-hold strategy targets sustainable double-digit equity returns, focusing on retail and shopping centers in small to mid-sized cities.
Portfolio reached 91 properties as of June 30, 2025, with 13 acquisitions and 3 sales year-to-date.
Financial highlights
FFO for H1 2025 at €5.5M, up 8% year-over-year, and revenue increased 16% to €15.2M compared to H1 2024.
Net income for H1 2025 at €1.8M, with a positive one-time effect of €1.1M from a property sale.
Portfolio value rose 23% to €344M as of June 30, 2025.
EPS for H1 2025 at €0.62.
EBITDA reached €9.0 million, down from €9.5 million year-over-year.
Outlook and guidance
2025 targets: FFO > €11M, net income (HGB) > €5M, dividend > €0.60 per share, with management reaffirming guidance.
Long-term plan for 2030: portfolio value €500M, annualized rental income €42M, FFO €19M or >€4.00 per share.
Additional property acquisitions and asset sales expected in H2 2025.
Ongoing renovations and new leases anticipated to drive future rental income growth.
Inflation-linked leases and long average debt maturities support resilience in a volatile market.
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Next DEFAMA Deutsche Fachmarkt earnings date
Q3 202526 Nov, 2025
Next DEFAMA Deutsche Fachmarkt earnings date
Q3 202526 Nov, 2025
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Frequently asked questions
DEFAMA Deutsche Fachmarkt AG is a real estate company based in Germany, specializing in the acquisition and long-term leasing of retail properties. The company primarily focuses on retail parks and shopping centers located in small and medium-sized cities across northern and eastern Germany, as well as in Rhineland-Palatinate. The firm rents out spaces to a variety of tenants, including major retail chains like Netto Marken-Discount, Dänisches Bettenlager, REWE, Ernsting's family, and ALDI Nord, among others. The company is headquartered in Berlin, Germany, and its shares are listed on the Frankfurt Stock Exchange.
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