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SEGRO
SEGRO (SGRO) investor relations material
SEGRO Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary23 Apr, 2026
Executive summary
Achieved strong operational performance in Q1 2026, with £23 million of new headline rent contracted, including £12 million from development lettings.
Maintained momentum in leasing, pre-let negotiations, and disposals above book value despite geopolitical uncertainties.
Advanced data centre strategy with new pre-let agreements, planning approvals, and infrastructure upgrades.
Financial highlights
£23 million of new headline rent contracted in Q1 2026, with £11 million from existing portfolio and £12 million from development lettings.
38% uplift on rent reviews, renewals, and regears in the UK; Group uplift at 19%, Continental Europe at 4%.
Customer retention at 83% and occupancy stable at 94.8%.
Outlook and guidance
Favourable supply-demand dynamics expected to support further market rental growth and new development opportunities.
Reiterated 2026 development capex guidance of £450-550 million.
Impact of shift to fully fitted data centres
Drivers of the 38% UK rent review uplift
Reasons for the 37% development leasing rate
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Latest events from SEGRO
- Record profit and rent growth, with strong outlook for industrial and data centre expansion.SGRO
H2 202511 Apr 2026 - Strong rental and earnings growth, with data centre expansion and robust balance sheet.SGROH1 20253 Feb 2026
- 14.6% profit growth, 7% rental income rise, and a strengthened balance sheet in H1 2024.SGROH1 20242 Feb 2026
- Double-digit profit growth and major data center expansion drive strong 2024 results.SGROH2 20248 Jan 2026
- A £1bn JV will build a 56MW, fully fitted, sustainable London data centre targeting hyperscalers.SGROInvestor Update20 Dec 2025
- Q3 saw robust rent growth, high occupancy, and major progress in data centre development.SGROQ3 2025 TU21 Oct 2025
- Acquisition creates Europe's largest REIT, delivering value uplift and cost efficiencies.SGROM&A Announcement13 Jun 2025
- Strong rental growth and a £1bn data centre JV drive SEGRO's positive 2025 outlook.SGROTrading Update6 Jun 2025
Next SEGRO earnings date
Q2 202630 Jul, 2026
SEGRO
Next SEGRO earnings date
Q2 202630 Jul, 2026
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@theshortbearx.com
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