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SEGRO (SGRO) investor relations material
SEGRO Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary21 Oct, 2025
Executive summary
Strong third quarter with £22 million of new headline rent signed, totaling £53 million year-to-date, reflecting improved occupier sentiment.
Significant progress in capturing mark-to-market rent potential, maintaining high occupancy (94.3%) and customer retention (86%).
Momentum in development programme, with the most productive pre-letting quarter since Q1 2024 and a robust pipeline of future projects.
Data centre pipeline presents a major value creation opportunity, with planning applications and negotiations underway in the UK and Continental Europe.
Financial highlights
£53 million of new headline rent signed in 2025, with £22 million in Q3 (vs. £15 million in Q3 2024).
37% year-to-date uplift across 170 rent reviews, renewals, and regears (UK: 49%, Continental Europe: 8%).
Development completions in the period totaled 34,800 sq m, adding £8 million of headline rent; 2025 completions to date: 231,600 sq m, £27 million expected rent (89% secured).
Outlook and guidance
Healthy pipeline of projects under discussion, with increasing enquiry levels post-summer.
Data centre joint venture on track for planning application submission; multiple negotiations ongoing for powered shells and fully fitted opportunities.
Expectation to double rent roll and deliver further compound growth in earnings and dividends.
Development capex for 2025 expected to be approximately £400 million.
Data centre revenue contribution timeline?
Expected return on £400m development capex?
Quantify remaining rent reversion potential.
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H2 202513 Feb, 2026
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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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