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Delta Property Fund (DLT) investor relations material
Delta Property Fund H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary25 Nov, 2025
Executive summary
Profit increased 72% year-on-year to R50.7m, mainly due to lower finance costs, improved collections, and operational efficiency.
Portfolio optimization through disposal of non-core assets, reducing the portfolio from 83 to 76 properties valued at R6.3bn, with a focus on core assets and tenant diversification.
Strategy centers on asset disposals, debt reduction, and transitioning to a sovereign-anchored, diversified commercial office fund.
Portfolio mainly serves government and state-owned tenants, with a focus on longer leases and geographic diversification.
Ongoing cost control and operational discipline underpin turnaround progress.
Financial highlights
Revenue declined 0.9% to R578.2m due to disposals and vacancies; net operating income was R346.9m.
Profit for HY2026 reached R50.7m, up from R29.5m in HY2025.
Funds from operations per share rose to 9.2 cents (HY25: 8.1 cents).
Net asset value per share increased to R3.5.
Rental collections improved to 100% from 95.1% in FY2025.
Outlook and guidance
Priority is completing R1.1bn in asset disposals to reduce debt and restore covenant compliance.
Focus on improving leverage metrics, managing the balance sheet, and resuming distributions once covenants are met.
Anticipates LTV to settle between 40%-50% and ICR to improve to around 2x post-disposals.
Macro-economic outlook expected to improve with stabilised power supply and lower lending rates.
Commercial leasing agents appointed to drive occupancy and diversify tenant base.
How will ZAR 2.4B debt maturing in 7 months be refinanced?
How does 5-year DPWI leases impact diversification?
Likelihood of ZAR 1.1B disposals at book value?
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Next Delta Property Fund earnings date
H2 20262 Jun, 2026
Next Delta Property Fund earnings date
H2 20262 Jun, 2026
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Frequently asked questions
Delta Property Fund Ltd. is a South Africa-based real estate investment trust (REIT) focusing on the acquisition, management, and development of office properties. The company primarily invests in government-tenanted buildings, emphasizing stable income generation and long-term growth. The company is headquartered in Johannesburg, South Africa, and its shares are listed on the Johannesburg Stock Exchange.
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