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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 202610 Feb, 2027
SEGRO
Next SEGRO earnings date
Q4 202610 Feb, 2027
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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).