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LOG Commercial Properties e Participações (LOGG3) investor relations material
LOG Commercial Properties e Participações Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Achieved strong operational performance in 3Q25 with robust demand for logistics warehouses, maintaining a sector-leading vacancy rate of 0.81% and delivering 45,500 sqm with 96% pre-leased.
Asset management platform LOG ADM expanded to 2.6 million sqm under management (+50.4% YoY), with service revenue up 62%.
Completed significant asset sales totaling R$790 million YTD, supporting disciplined asset recycling and enabling acceleration of new project launches.
Service revenue from asset management grew 62% YoY, with a gross margin of 70.4%, now covering 46% of SG&A expenses.
Focused on strategic capital allocation, disciplined expansion, and maintaining sector leadership.
Financial highlights
Net lease value reached R$66.7 million in 3Q25, up 18% YoY; average lease ticket was R$22.43/sqm, up 10.3% YoY.
Lease EBITDA was R$57.1 million (+15.4% YoY, margin 85.6%), development EBITDA R$135.7 million (+56.6% YoY), and consolidated EBITDA R$192.8 million (+41.6% YoY).
Net income for 3Q25 was R$111.4 million (+14.7% YoY); EPS was R$1.28 (+15.7% YoY).
Gross margin remained high at 97.3% in 3Q25.
Operating expenses were R$15.5 million (+13.5% YoY), mainly due to deferred and reclassified expenses.
Outlook and guidance
CapEx is expected to remain above Q3 levels in Q4, with a robust pipeline for 2026 and over 500,000 sqm under construction across 16 projects.
Management anticipates continued rental appreciation, low vacancy, and strong demand, supporting further growth and expansion.
Service revenues are expected to ramp up faster than initially planned, potentially covering 100% of SG&A before the LOG 2 Million Plan is completed.
Net income guidance for 2025 is R$350–450 million.
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Next LOG Commercial Properties e Participações earnings date
Q4 20256 Feb, 2026
Next LOG Commercial Properties e Participações earnings date
Q4 20256 Feb, 2026
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Frequently asked questions
LOG Commercial Properties e Participações S.A. is a prominent entity within Brazil's real estate sector. Established in 1976 and based in Belo Horizonte, Brazil, the company specializes in the development, construction, and leasing of commercial properties. Its portfolio is diverse, encompassing logistics sectors, homebuilding, industrial, and commercial facilities. LOG Commercial Properties has made significant strides domestically and internationally, with operations spanning major Brazilian cities including Rio de Janeiro, São Paulo, Goiás, Bahia, Ceará, and Paraná. The company is headquartered in Belo Horizonte, Brazil, and its shares are listed on the B3.
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