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Investor Relations14 Oct 2025
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Mercialys (MERY) investor relations material
Mercialys H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary25 Jul, 2025
Executive summary
Portfolio refocused on prime French locations and dynamic metropolitan areas, transforming assets into hybrid shopping parks with diversified tenant mix and strong food retailer anchoring.
Net recurrent earnings (NRE) rose 3.9% year-over-year to €61.6m, with NRE per share up 4.0%.
Upward revision of net recurring earnings guidance to €1.24–€1.27 per share and confirmation of at least €1 per share dividend.
€174m invested in two major acquisitions at ~9% yield, with disciplined investment and asset rotation strategy.
High occupancy (97.8%) and low vacancy, with strong leasing activity (+33%) and sustained footfall and retailer sales outperformance versus national benchmarks.
Financial highlights
Organic rental growth of +2.7% driven by indexation and leasing momentum, offset by disposals and restructuring-related vacancy.
Rental revenue at €88.7m (–3.1%), net rental income at €83.4m (–4.6%), and EBITDA at €72.7m (–4.4%) for H1, reflecting scope effects.
Portfolio value at June 30, 2025 was €2,926.9m including transfer taxes, up 1.6% year-over-year.
EPRA NTA at €15.63 per share, and portfolio yield at 6.79%.
EPRA net disposal value at €15.79/share, down 4–4.5% over six months to a year, mainly due to dividend payment and fair value changes.
Outlook and guidance
Full-year 2025 NRE guidance raised to €1.24–€1.27 per share; dividend target confirmed at ≥€1 per share.
Expectation of operationally strong H2 and potential for property revaluation.
Focus on carbon neutrality and continued ESG progress under the FAIR IMPACTS 2030 strategy.
Explain Mercialys' 'Shopping Parks' model.
How will ImocomPartners benefit Mercialys?
Detail the impact of Saint-Genis acquisition.
How will hypermarket lease expirations work?
What's the Saint-Genis-Laval reversion potential?
What's driving the portfolio revaluation potential?
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Next Mercialys earnings date
Q3 2025 TU16 Oct, 2025
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Frequently asked questions
MERCIALYS SA is a French real estate investment company (REIT) focused on the ownership, management, and development of retail properties. The company’s portfolio primarily consists of shopping centers and retail parks located throughout France, including both urban and suburban areas. Through asset management and strategic partnerships, the company seeks to provide attractive destinations for shoppers and secure long-term value for investors.
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