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Land Securities Group (LAND) investor relations material
Land Securities Group CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary23 Sep, 2025
Strategic priorities and financial guidance
Focus on sustainable income and EPS growth, targeting 3-4% LFL NRI growth and 2-4% EPS growth for FY26, before a 0.9p impact from a major disposal.
Major retail now represents 38% of total income, with plans to grow this to around 50% by FY30 through £1bn of planned investment.
No new development is planned in the near term; capital will be recycled from low-returning assets to fund accretive retail investments.
Overhead costs are on track to be reduced by more than 10% over FY26-27, with capital recycling and cost efficiencies ahead of plan.
Portfolio occupancy stands at 97%, with strong reversionary potential and retail lettings up 13% year-to-date versus previous rent.
Portfolio performance and operational highlights
Recent major retail acquisitions totaling £0.9bn have delivered strong returns, with IRRs of 10-20% and day-one income returns of 7.5-9.7%.
86% of the retail portfolio is in the top 1% of UK shopping destinations by spend, supporting a target NRI CAGR of 4.5-7.0% over the next five years.
Sales and footfall growth are materially ahead of the wider market, with 8.3% sales growth and 4.9% footfall growth year-to-date.
Commercialisation income is targeted to grow by over 50% by FY30, adding 0.5-1% to NRI growth per annum.
Smaller, high-impact capex projects are expected to yield over 10% on cost and mid-teens IRR, with up to £200m of capex planned.
Liverpool ONE case study and growth initiatives
Liverpool ONE is a leading UK retail destination, generating £531m in sales from 33m annual footfall and holding a 44.7% market share in its core catchment.
Acquired a 92% stake in Liverpool ONE for £490m in December 2024, with performance since acquisition well ahead of underwriting on sales, footfall, and rents.
2025 is the busiest year for new store openings since inception, with £20m invested in store fit-outs by new brands.
Further growth is expected through enhancing the brand line-up, targeted investments, and operational efficiencies, aiming for a 400bps margin improvement.
Liverpool ONE now comprises 19% of the retail platform, with clear opportunities for continued growth and value creation.
Why is major retail Landsec's highest conviction?
Break down major retail NRI growth drivers.
What specific actions drive Liverpool ONE's future growth?
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Next Land Securities Group earnings date
H1 202614 Nov, 2025
Next Land Securities Group earnings date
H1 202614 Nov, 2025
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Frequently asked questions
Land Securities Group plc, commonly known as Landsec, is one of the largest real estate investment trusts (REITs) in the United Kingdom. The company owns, manages, and develops a diverse portfolio of properties, including office buildings, retail spaces, residential developments, and mixed-use projects. Landsec’s assets are primarily concentrated in prime locations across London and major cities in the UK. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE (London Stock Exchange).
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