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Delta Property Fund (DLT) investor relations material
Delta Property Fund H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary3 Jun, 2025
Executive summary
Portfolio comprised 83 properties valued at ZAR 6.4 billion, mainly government and SOE tenants, with a focus on core assets, lease renewals, and ongoing disposal of non-core assets.
Strategic priorities included non-core asset disposals, debt covenant management, tenant retention, and rental collection improvement.
Sector fundamentals are strengthening, but cost pressures from municipal rates and electricity remain high.
Gradual improvement in business sentiment and operational performance is anticipated, with a clear path to reduce loan-to-value and improve interest cover.
Financial highlights
Rental income declined 1.9% to ZAR 1.14 billion; net operating income increased by 10.3% to ZAR 721.4 million.
Vacancy rate improved to 31.9%, with core portfolio vacancies dropping to 18.4%.
Portfolio value at ZAR 6.4 billion, down 3% from ZAR 6.7 billion.
Operating profit was ZAR 388 million; net loss increased to ZAR 104 million, mainly due to fair value losses and higher expected credit losses.
Funds from operations per share 15.1c (FY24: 18.7c); NAV per share ZAR 3.4 (FY24: ZAR 3.5).
Outlook and guidance
Expectation of improved operational and financial performance over the medium term, driven by sector recovery and disciplined risk management.
Disposals of non-core assets to continue, with a remaining target of ZAR 1.3 billion; recommencement of distributions anticipated after reaching ZAR 650 million in disposals and lender alignment.
Focus remains on sustainability, efficiency, and scaling from a position of strength.
Ongoing cost pressures from municipal rates, electricity tariffs, and utility supply inconsistencies.
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Next Delta Property Fund earnings date
H1 202627 Nov, 2025
Next Delta Property Fund earnings date
H1 202627 Nov, 2025
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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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