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NEPI ROCKCASTLE (NRP) investor relations material
NEPI ROCKCASTLE Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary20 Aug, 2025
Executive summary
NOI grew 12.1% year-over-year to €307 million in H1 2025, driven by acquisitions, organic growth, and successful integration of major assets in Poland and Romania.
Distributable earnings per share rose 3.1% to 31.05 euro cents, with a 90% payout ratio maintained.
Portfolio value reached a record €8.1 billion, with significant valuation uplifts from recent acquisitions and operational excellence.
Maintained high occupancy (98.2%) and collection rates (99%), supporting stable cash flows and low vacancy.
Strong liquidity of €1.1 billion, with no significant debt maturities until October 2026.
Financial highlights
NOI reached €307 million in H1 2025, up 12.1% year-over-year; like-for-like NOI growth was 4.4%.
Distributable earnings per share increased by 3.1% to 31.05 euro cents.
Portfolio valuation uplift of €108 million in H1 2025, mainly from operational improvements and asset management.
Collection rate at 99% and EPRA occupancy at 98.2%.
H1 2025 distributable earnings totaled €221 million on 710.7 million shares.
Outlook and guidance
Upgraded full-year distributable earnings per share growth guidance to 2.5–3%, with expectations to reach the upper end.
Energy business expected to deliver substantial income from 2026 as new capacity comes online.
Guidance assumes current trading trends continue and excludes major geopolitical or macroeconomic disruptions.
No significant impact anticipated from recent VAT increases in Romania, but ongoing monitoring of fiscal and political risks.
Focus on organic NOI growth, asset management, acquisitions, and expansion of green energy business.
When will energy production cover 48% of needs?
Can 5.3% base rental uplift be sustained?
LTV strategy for acquisitions above 35%
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Next NEPI ROCKCASTLE earnings date
Q3 202519 Nov, 2025
Next NEPI ROCKCASTLE earnings date
Q3 202519 Nov, 2025
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Frequently asked questions
NEPI Rockcastle N.V. is a leading commercial property investor and developer in Central and Eastern Europe. The company primarily owns and manages shopping centers across nine countries, including Romania, Poland, Hungary, Slovakia, Bulgaria, Croatia, Czech Republic, Lithuania, and others. The company's operations include asset management, development, investment, and leasing activities, with a focus on serving major retailers targeting Central and Eastern European markets. NEPI Rockcastle's strategic approach includes maintaining conservative financial practices and leveraging a diverse debt structure that combines both secured and unsecured financing options. NEPI Rockcastle N.V. is headquartered in Amsterdam, The Netherlands, and its shares are listed on the Johannesburg Stock Exchange, Euronext Amsterdam, and A2X.
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