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Dexus Industria (DXI) investor relations material
Dexus Industria ASX CEO Connect September 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Investment strategy and market positioning
Focus on high-quality, geographically diverse industrial assets to deliver resilient income and capital growth.
Strategy centers on organic income growth, disciplined portfolio management, and prudent balance sheet management.
Leveraging Dexus' platform provides access to expertise and a robust opportunity pipeline.
Recent transition to a 100% industrial REIT, divesting non-core business park assets for $155.5 million.
Acquisition of a Sydney logistics warehouse enhances exposure to high-demand, land-constrained markets.
Industrial market outlook and portfolio fundamentals
Australian industrial demand remains robust, driven by population growth and e-commerce expansion.
Supply is constrained by high land and construction costs, with 2025 supply forecasts revised down by 900,000 sqm.
Vacancy rates in major cities remain low, attracting strong foreign capital interest.
Portfolio occupancy is high at 99.5%, with a weighted average lease expiry of 5.9 years.
Top tenants are diversified, with the largest representing 18% of income and long-term lease commitments.
Development pipeline, sustainability, and financial outlook
Development pipeline at Jandacot totals $230 million, targeting yields above 6.25% and potential returns over 8%.
Projects feature high-spec design, sustainability, and flexible layouts to meet modern tenant needs.
Sustainability initiatives include rooftop solar, battery storage, and high NABERS ratings.
Security price trades at a 15% discount to NTA, with a distribution yield around 6%.
Forecast for FY26: FFO of $0.0173 per security and distributions of 16.6¢ per security.
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