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Logistri (LOGIST) investor relations material
Logistri DNB Carnegie Småbolagsdag summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.DNB Carnegie Småbolagsdag summary28 Nov, 2025
Business overview and strategy
Focuses on acquiring and managing mission-critical properties in logistics and light industry, with tenants requiring daily use for production and logistics.
Portfolio is diversified across southern and central Sweden, with over a third in Stockholm, Gothenburg, and Malmö.
Growth has been disciplined, expanding from SEK 600 million in 2017 to SEK 2.7 billion by Q3 2023, with a target of SEK 4.3 billion by 2027 and SEK 5 billion by 2028.
Investment analysis starts with tenant quality, focusing on long-term partnerships and financial stability.
Emphasizes long lease durations, diversified tenant base, and organic growth with tenants.
Financial performance and targets
Maintains a high surplus ratio, with 91–94% of rental income converting to net operating income.
Aims for 15% annual growth in management result per share and 15% return on equity.
Net loan-to-value ratio is kept below 58%, with interest coverage above 2x.
Management result per share is projected at SEK 1.30, with significant uplift expected from new projects by 2026–2027.
Full-year effects from recent investments are expected to drive management result above SEK 200 million annually.
Recent acquisitions and major projects
Recent acquisitions include properties in Tranås and Gislaved, with upcoming additions in Norrtälje and Vänersborg.
Major project: new logistics center for Hitachi Energy in Ludvika, consolidating 18 sites and expected to generate a significant management result boost by Q2 2027.
The Ludvika project is fully financed through recent refinancing, a SEK 350 million directed share issue, and construction credits from Swedish banks.
Exposure to Hitachi will represent about 30% of rental income, mitigated by the tenant’s long-term presence and strong financials.
Plans to further diversify and potentially double the portfolio after reaching SEK 5 billion.
How will Hitachi concentration risk be managed
Explain Logistri's high surplus ratio
Future funding strategy for growth beyond 5B
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Q4 202519 Feb, 2026
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Frequently asked questions
Logistri is a real estate company specializing in the acquisition, ownership, and management of logistics and industrial properties. The company focuses on leasing modern, strategically located facilities to businesses operating in logistics, warehousing, and manufacturing. The company is headquartered in Stockholm, Sweden, and its shares are listed on the Spotlight Stock Market.
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