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LOG Commercial Properties e Participações (LOGG3) investor relations material
LOG Commercial Properties e Participações Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary4 Aug, 2025
Executive summary
Net revenue in 2Q25 rose 15.1% year-over-year to R$61.5 million, driven by strong leasing and asset management performance.
EBITDA for 2Q25 was R$140.3 million, with a 21.5% increase in 6M25 versus 6M24, reflecting operational efficiency and portfolio growth.
Net income for 2Q25 reached R$87.1 million; 6M25 net income grew 17.8% year-over-year to R$173.4 million.
Asset sales totaling R$425 million were announced, supporting disciplined capital allocation and funding for new developments.
The company delivered 143,000 sqm of GLA year-to-date, with 336,000 sqm under construction and a total portfolio of 1.06 million sqm.
Financial highlights
Lease revenue in 2Q25 increased 15.1% year-over-year; lease EBITDA margin was 86%, up 18.3% year-over-year.
Earnings per share in 2Q25 was R$1.00, up 0.9% year-over-year; 6M25 EPS rose 29.2% to R$1.99.
Gross margin remained high at 97.7% in 2Q25.
Asset management net revenue grew 29% year-over-year in 2Q25, now covering 36% of SG&A.
CAPEX for the quarter was R$160 million, reflecting ongoing expansion.
Outlook and guidance
Net income guidance for 2025 is R$350–450 million, supported by operational efficiency and new asset development.
Asset sales proceeds will accelerate development in the second half of 2025, supporting the Log 2 Million Plan.
Management expects asset management revenue to fully cover SG&A by the end of the current growth cycle.
What's the potential upside in ticket price?
Explain LOG's strategy for asset recycling.
What is driving the increase in financial expenses?
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Next LOG Commercial Properties e Participações earnings date
Q3 202530 Oct, 2025
Next LOG Commercial Properties e Participações earnings date
Q3 202530 Oct, 2025
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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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