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TAG Immobilien (TEG) investor relations material
TAG Immobilien Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary12 Aug, 2025
Executive summary
FFO I increased 4% year-over-year to €91.6m in H1 2025, driven by strong rental growth in Germany and Poland and higher net income from Polish sales.
Adjusted EBITDA from rental business rose 5% year-over-year to €126.4m in H1 2025.
EPRA NTA per share climbed 10% year-over-year to €20.18, reflecting positive valuation results and robust cash flow.
LTV reduced to 45.3% in H1 2025, with improved liquidity and strong financing metrics.
Moody’s upgraded outlook from stable to positive for the Baa3 investment grade rating.
Financial highlights
FFO I for H1 2025 reached €91.6m, tracking well against full-year guidance of €172–176m.
Adjusted EBITDA from rental business in H1 2025 was €126.4m (H1 2024: €120.1m).
Net income for H1 2025 was €151.1m, a turnaround from a €7.1m loss in H1 2024, mainly due to property valuation gains.
EPRA NTA per share increased to €20.18 at 30 June 2025 (Dec 2024: €19.15).
Cash and cash equivalents rose to €870m, with €215m in unused credit facilities.
Outlook and guidance
Full-year 2025 guidance reaffirmed: FFO I expected at €172–176m, FFO II at €233–243m, and adjusted net income from Polish sales at €61–67m.
Adjusted EBITDA (rental business) forecasted at €224–228m (one source: €240–246m).
Like-for-like rental growth in Germany expected at 2.5–3.0% and in Poland at 3.0–3.5% for 2025.
Most revenue recognition in Poland is expected in Q4, with higher sales and handovers in H2.
What is the medium-term growth target in Poland?
How did the ECB change key interest rates?
What factors influenced the Moody's rating?
How will reduced Polish interest rates impact sales?
What's driving the German portfolio's value increase?
Why not increase FFO guidance given H1 performance?
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Next TAG Immobilien earnings date
Q3 202511 Nov, 2025
Next TAG Immobilien earnings date
Q3 202511 Nov, 2025
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Frequently asked questions
TAG Immobilien AG is a Germany-based real estate company. It operates through three segments: residential, project development and office. In the Residential segment, the Company manages its own real estate portfolio of approximately 64,000 units in the federal states of Mecklenburg-Western Pomerania, Saxony, Saxony-Anhalt, Thuringia, Lower Saxony and Schleswig-Holstein.
The Project Development segment takes charge of the construction of residential buildings and houses for TAG Immobilien portfolio as well as third parties. The Office segment focuses on the letting of office building in Hamburg with a floor area of 14,100 square meters and a fully leased office building with a floor area of 2,340 square meters in Hanover. TAG Immobilien AG was founded in 1882 and is headquartered in Hamburg, Germany.
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