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DEFAMA Deutsche Fachmarkt
DEFAMA Deutsche Fachmarkt (DEF) investor relations material
DEFAMA Deutsche Fachmarkt Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary27 Aug, 2026
Executive summary
Focus on acquiring established retail and shopping centers with strong anchor tenants and low vacancy, primarily in small to mid-sized towns.
Buy-and-hold strategy aims for sustainable double-digit equity returns.
Portfolio reached 98 properties as of June 30, 2026, with six acquisitions and three disposals year-to-date, streamlining the portfolio and generating liquidity.
Major leasing successes and long-term contracts secured, with significant investments in property upgrades and energy efficiency.
Financial highlights
Revenue for H1 2026 was €15.8M, up 4% year-over-year, with EBITDA rising to €9.2M.
Funds From Operations (FFO) for H1 2026 was €5.1M, down 8% year-over-year.
Net income for H1 2026 was €1.2M, a decrease mainly due to tenant insolvency and property sales.
Portfolio value increased to €357M, up 4% from the previous year.
Net Asset Value (NAV) per share increased to €30.67.
Outlook and guidance
2026 targets: net income (HGB) of €2–3M (excluding major sales), FFO of €10.8M (-4% to -6% vs. prior year), minimum 96% occupancy, and dividend above €0.63 per share.
FFO expected to decline by about €1M due to tenant insolvency and lease exits.
Ongoing review of medium-term strategy in response to market conditions.
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Latest events from DEFAMA Deutsche Fachmarkt
- Strong FFO growth, portfolio expansion, and higher dividend proposed amid tenant challenges.DEF
AGM 2026 - Q1 2026 revenue and net income rose, FFO fell, and record acquisitions expanded the portfolio.DEFQ1 2026
- FFO and revenue grew, dividend increased, and the portfolio expanded despite tenant vacancies.DEFQ4 2025
- Portfolio value up 19%, FFO up 7%, and 16 acquisitions drive strong 2025 growth.DEFQ3 2025
- FFO up 8%, revenue up 16%, and portfolio at 91 properties with 96.2% occupancy.DEFQ2 2025
- Strong growth in revenue, earnings, and portfolio, with further expansion and higher dividends ahead.DEFQ3 2024
- Revenue and net income surged in H1 2024, with strong portfolio and FFO growth.DEFH1 2024
- Record portfolio expansion, rising FFO, and another dividend hike highlight DEFAMA's strong 2024.DEFH2 2024
- Q1 2025 saw FFO and revenue rise, with portfolio growth and strong occupancy supporting outlook.DEFQ1 2025
Next DEFAMA Deutsche Fachmarkt earnings date
Q3 202620 Nov, 2026
DEFAMA Deutsche Fachmarkt
Next DEFAMA Deutsche Fachmarkt earnings date
Q3 202620 Nov, 2026
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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.