Retail Estates
Logotype for Retail Estates N.V.

Retail Estates (RET) investor relations material

Retail Estates Q4 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Retail Estates N.V.
Q4 2026 earnings summary22 May, 2026

Executive summary

  • Achieved stable EPRA earnings and strengthened the balance sheet, supporting further growth initiatives.

  • Net rental income rose 2.54% year-over-year to €145.79 million, driven by rent indexation and acquisitions.

  • Portfolio expanded to 1,006 retail properties across Belgium and the Netherlands, with the first acquisition in France post-balance sheet date.

  • Maintained a high occupancy rate of 97.82% for FY 2025-2026, with a 0.55 percentage point increase year-over-year.

  • Sustainability investments totaled €13.3 million, including solar panels and renovations.

Financial highlights

  • Net rental income for FY 2025-2026 was €145.79 million, up 2.54% year-over-year.

  • EPRA earnings reached €91.90 million (+1.14%), with EPRA earnings per share at €6.15 (-1.04%).

  • Fair value of the property portfolio increased to €2,102 million (+1.55%).

  • Operational margin improved to 80.97% (+0.56 pp).

  • Debt ratio decreased to 40.39% from 42.52% year-over-year.

Outlook and guidance

  • Net rental income for 2026-2027 is projected at €149 million, assuming 2.5% inflation.

  • Gross dividend per share guidance is €5.25, with a net dividend of €3.675 per share.

Detail the growth strategy for the French market
Impact of the $150M USPP on financing risk
Update on the Kampenhout home furnishings park
Details of the L'Oseraie extension project
Impact of the $150m USPP on debt structure
Drivers of the 12.18% rental uplift vs ERV
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.
Research faster. Power your platform.

Next Retail Estates earnings date

Logotype for Retail Estates N.V.
Q1 202727 Jul, 2026
Retail Estates
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Retail Estates earnings date

Logotype for Retail Estates N.V.
Q1 202727 Jul, 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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Explore our global coverage