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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.ASX CEO Connect September 2025 summary2 Sep, 2025
Investment strategy and market positioning
Focus on a high-quality, geographically diverse industrial portfolio delivering resilient income and capital growth.
Three key objectives: organic income growth, disciplined portfolio management, and prudent balance sheet management.
Leveraging Dexus’s platform for asset management and opportunity pipeline.
Transitioned to a 100% industrial REIT, divesting business park assets and acquiring urban logistics assets.
Positioned to benefit from supportive market dynamics and potential share price re-rating.
Industrial property market outlook
Structural drivers include population growth, e-commerce expansion, and land scarcity.
Demand for industrial space remains robust, with warehouse take-up expected to reach over 12 million sqm by 2030.
Supply is constrained by high costs and planning delays, with 2025 supply forecasts revised down.
Low vacancy rates and moderated cap rate expansion support asset values.
Strong foreign capital interest in Australian industrial assets.
Portfolio performance and development
Recent divestment of Brisbane Technology Park and acquisition of a Sydney logistics warehouse.
Industrial portfolio delivers strong operating performance, with 83% of income on fixed rental increases averaging 3.3% in FY25.
High occupancy (99.5%) and WALE of 5.9 years; top tenants include global brands, enhancing income resilience.
Development pipeline at Jandakot represents $230 million investment, targeting yields above 6.25%.
Recent completions fully leased, eliminating short-term refinancing risk.
How does 100% industrial focus strengthen DXI?
How will DXI narrow its NTA discount?
How will DXI approach data center opportunities?
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Next Dexus Industria earnings date
AGM 202529 Oct, 2025
Next Dexus Industria earnings date
AGM 202529 Oct, 2025
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Frequently asked questions
Dexus Industria REIT is a listed Australian real estate investment trust specializing in high-quality industrial warehouses. Dexus Industria REIT focuses on providing sustainable income and capital growth prospects for its security holders over the long term. The company is dedicated to investing in industrial properties that offer strategic advantages and are designed to meet the evolving needs of tenants in the industrial sector. The company is headquartered in Australia, and its shares are listed on the ASX.
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