Logotype for Shaftesbury Capital PLC

Shaftesbury Capital (SHC) investor relations material

Shaftesbury Capital H1 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Shaftesbury Capital PLC
H1 2025 earnings summary29 Jul, 2025

Executive summary

  • Achieved strong operating and financial performance in H1 2025, with growth in rents, earnings, dividends, valuation, and NTA.

  • Positive trends in footfall, sales, and leasing momentum, supported by a resilient West End portfolio.

  • Formed a long-term partnership with NBIM, selling a 25% interest in Covent Garden for £574 million, enhancing financial flexibility.

  • Strong balance sheet with low leverage and significant liquidity, positioning for future growth.

  • Well-positioned to capitalize on market opportunities in London's West End.

Financial highlights

  • Portfolio valuation increased 3.1% like-for-like to £5.2bn, led by a 2.9% ERV rise and stable yields.

  • Underlying earnings per share up 16% year-over-year; interim dividend per share up 12% to 1.9p.

  • Net debt reduced to £776.7m (from £1.4bn), with EPRA LTV improved to 16.6%.

  • Total accounting return of 4.2% and total property return of 4.9% for the period.

  • Net rental income rose to £83.6m; gross rents reached £98.7m, up 8.2% like-for-like.

Outlook and guidance

  • Confident in medium-term targets: 5–7% rental growth, 8–10% accounting returns, and 7–9% total property return annually.

  • Focus on rental growth, operational efficiencies, and accretive capital deployment.

  • Positive momentum expected to continue, supported by a strong leasing pipeline and ongoing asset management.

  • Well positioned for expansion and investment opportunities in London’s West End.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Shaftesbury Capital earnings date

Logotype for Shaftesbury Capital PLC
H2 202526 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Shaftesbury Capital earnings date

Logotype for Shaftesbury Capital PLC
H2 202526 Feb, 2026

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Shaftesbury Capital PLC is a real estate investment company focused on owning, managing, and developing mixed-use properties in central London. The company’s portfolio primarily consists of retail, hospitality, leisure, and residential assets located in high-footfall areas such as Covent Garden, Carnaby, Soho, and Chinatown. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage