)
Edge10 Jul 2026
Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
MLP Group
MLP Group (MLG) investor relations material
MLP Group Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary1 Jul, 2026
Transaction overview
Issuing €100m senior unsecured green notes, fungible with existing 6.125% notes due Oct 2029, to fund opportunistic land acquisitions and new developments.
Pro forma total debt rises to €935m, with net total debt at €705m post-transaction.
Main shareholder Cajamarca Holland B.V. holds 42.69% of shares; other Israeli investors and shareholders hold the remainder.
Net total LTV stands at 44% and net debt to run-rate adjusted EBITDA at 9.9x as of March 2026.
Business model and strategy
Vertically integrated platform focused on Class A, multi-tenant warehouse and industrial properties in Poland, Germany, Austria, and Romania.
Strategic emphasis on city/urban logistics in core urban areas with high demand and limited supply.
Portfolio is young and modern: 60% of GLA developed in the last 5 years, 85% of assets under 10 years old.
Growth driven by nearshoring, manufacturing demand, and urban logistics trends across Europe.
Operational and leasing performance
1.7m sqm GLA and 2.1m sqm land bank as of March 2026.
99% tenant retention, WAULT of 7.6 years, and 95% long-term occupancy.
Record Q1 2026 leasing: 65,806 sqm (+189% YoY), €4.6m new annualized rent (+245% YoY), and 217,000 sqm under construction.
85% of portfolio BREEAM or DGNB certified; 31% of rental income from top 10 tenants.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from MLP Group
- 20% revenue growth, return to profit, and record leasing drive strong 2026 outlook.MLG
Q1 202624 May 2026 - 2025 saw record growth in revenue, leasing, and EBITDA, with strong 2026 guidance secured.MLGQ4 202526 Mar 2026
- Rapid growth in modern logistics assets, strong financials, and robust ESG focus.MLGInvestor presentation16 Mar 2026
- Revenue up 12% YoY, GAV up 9%, EBITDA margin strong, net profit down 66%.MLGQ3 20251 Dec 2025
- Double-digit revenue growth, high occupancy, and city logistics expansion support a strong outlook.MLGQ2 202527 Aug 2025
- MLP Group drives robust, sustainable growth in European logistics with high-quality assets.MLGCorporate Presentation13 Jun 2025
- Net profit soared, FFO fell on higher costs, €300m green Eurobond issued, ESG progress.MLGQ3 202413 Jun 2025
- Net profit and NAV surged in 1H 2024, driven by strong rental growth and expansion.MLGQ2 202413 Jun 2025
- MLP Group posts record asset growth and profit, with Eurobond funding fueling 2025 expansion.MLGQ4 20246 Jun 2025
Next MLP Group earnings date
Q2 202620 Aug, 2026
MLP Group
Next MLP Group earnings date
Q2 202620 Aug, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Explore our global coverage