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SEGRO (SGRO) investor relations material
SEGRO H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary31 Jul, 2025
Executive summary
Achieved 7.8% like-for-like net rental income growth, supporting 6.5% adjusted EPS and 6.6% dividend per share growth year-over-year.
Adjusted pre-tax profit rose 11% to £252m; NAV per share increased to 910p, the first rise since mid-2022.
Significant progress in data centre platform, including a joint venture for a fully fitted data centre and a 2.3GW+ power bank.
Strong balance sheet, disciplined capital allocation, and improving pre-let development pipeline.
Interim dividend increased to 9.7p, up 6.6% year-over-year.
Financial highlights
Adjusted profit before tax rose 11% to £252m; adjusted EPS up 6.5% to 18.1p; dividend per share up 6.6% to 9.7p.
Portfolio value increased to £18.5bn, with a 0.5% like-for-like valuation increase.
Net rental income up 7.2% to £328m; like-for-like NRI up 7.8%.
Loan-to-value at 31%; net debt:EBITDA at 8.8x; interest cover over 4x.
Total accounting return: 2.6% for the period.
Outlook and guidance
Clear pathway to more than double rent roll, supported by development pipeline and data centre opportunities.
Attractive 7–8% development yields expected; further rental growth from mark-to-market reversion and indexation.
CapEx guidance for FY25 reduced to £400m due to delayed project starts; future CapEx depends on pre-let conversions.
ERV growth guidance remains at 3–4% annually, despite H1 softness.
Business positioned for compounding growth in earnings and dividends, with potential to more than double rent roll.
Assess data center strategy going forward.
Explain capitalized interest mechanics.
Detail London urban logistics portfolio.
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Q3 2025 TU21 Oct, 2025
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Frequently asked questions
SEGRO Plc is a real estate investment trust (REIT) specializing in the ownership, development, and management of industrial and logistics properties. The company’s portfolio includes warehouses, distribution centers, and urban industrial facilities, serving sectors such as e-commerce, retail, manufacturing, and third-party logistics. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE (London Stock Exchange).
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