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Grainger (GRI) investor relations material

Grainger Q4 2025 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2025 TU earnings summary9 Oct, 2025

Executive summary

  • Achieved strong rental income growth with like-for-like rental growth of 3.6% for the year ended September 2025, in line with guidance and above the long-term average.

  • Maintained high occupancy at 98.1%, exceeding expectations and reflecting robust demand and operational strength.

  • Completed three new build-to-rent schemes, adding 357 homes, with lease-up performance ahead of underwriting assumptions.

  • Transitioned to REIT status in September 2025, expected to enhance shareholder returns.

Financial highlights

  • Generated approximately £169m from asset disposals, with £82.4m from PRS and £86.4m from regulated tenancies and non-core assets, all at prices in line with valuations.

  • EBITDA margins increased from 54% to at least 60% as operational scale improved.

  • Passing net rental income as of March 2025 was £110m, with an estimated £70m additional net rental income from the development pipeline.

Outlook and guidance

  • Reiterated guidance of 50% earnings growth from FY24 to FY29, with 25% EPRA Earnings growth from FY24 to FY26.

  • Positive outlook supported by strong demand, persistent undersupply, and a robust development pipeline.

  • Enhanced shareholder returns anticipated following REIT conversion.

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Frequently asked questions

Grainger plc is a residential property investment and development company focused on the ownership, management, and development of rental homes in the United Kingdom. The company primarily operates in the private rented sector (PRS), offering a range of housing solutions, including build-to-rent properties. Grainger is involved in the acquisition, development, and management of residential communities, emphasizing long-term income generation through high-quality rental housing and professional property management services. The company is headquartered in Newcastle upon Tyne, United Kingdom, and its shares are listed on the LSE.

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