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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
SEGRO
SEGRO (SGRO) investor relations material
SEGRO Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary21 Oct, 2026
Executive summary
Q3 trading remained strong, with supportive demand-supply dynamics underpinning leasing, rent reversion and development activity.
Financial highlights
£70m of headline rent contracted YTD, up 32% YoY: £42m from the existing portfolio and £28m from development lettings.
£223m of disposals completed above book value, with £11m of associated rental income; a further £57m exchanged and due to complete by year-end.
Outlook and guidance
First fully fitted West London data centre negotiations with Pure DC are ongoing; a pre-let with a major hyperscaler is expected in the coming months, in line with prior expectations.
A new UK big-box JV is expected to generate c. £500m of net proceeds from seeding built assets and land.
Prologis transaction expected to conclude in H1 2027, subject to conditions and regulatory processes.
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Latest events from SEGRO
- Rental growth lifted adjusted EPS 5.5% despite a 4.0% portfolio valuation decline.SGRO
H2 2023 - EPS up 6.6%, rental income and data centre pipeline drive strong future opportunity.SGROQ2 2026
- Second joint venture to deliver a 48MW Paris data centre, driving value and growth.SGROInvestor update
- Headline rent rose to £53 million in H1 2026, with record pre-lets and data centre progress.SGROQ2 2026 TU
- Q1 2026 saw strong rent growth, high occupancy, and major data centre advances.SGROQ1 2026 TU
- Record profit and rent growth, with strong outlook for industrial and data centre expansion.SGROH2 2025
- Strong rental and earnings growth, with data centre expansion and robust balance sheet.SGROH1 2025
- 14.6% profit growth, 7% rental income rise, and a strengthened balance sheet in H1 2024.SGROH1 2024
- Double-digit profit growth and major data center expansion drive strong 2024 results.SGROH2 2024
Next SEGRO earnings date
Q4 20263 Feb, 2027
SEGRO
Next SEGRO earnings date
Q4 20263 Feb, 2027
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