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Tritax Big Box REIT
Tritax Big Box REIT (BBOX) investor relations material
Tritax Big Box REIT H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary6 Aug, 2026
Executive summary
Achieved strong financial and operational performance in H1 2026, with 16.2% net rental income growth and significant progress in rental reversion, logistics development, and data centre expansion.
Upgraded ambition for adjusted EPS growth to 65% by 2030/31, up from the previous 50% target, driven by expanded data centre opportunities.
Secured an additional 235 MW of data centre power, nearly doubling the secured pipeline to 507 MW.
Active asset management and capital recycling generated superior risk-adjusted returns, with over £1 billion redeployed since January 2023.
Financial highlights
Net rental income rose 16.2% to £173.3 million, driven by portfolio acquisitions and strong like-for-like rental growth.
Adjusted EPS (excluding DMA income) increased by 7% to 4.41p; dividend per share grew 4.4% to 4.00p.
Portfolio value at £7.68 billion, with EPRA NTA per share down 1% to 185.9p.
EPRA like-for-like rental growth was 5.1%, more than double the prior period.
EPRA cost ratio (excl. vacancy) improved to 12.2%, among the lowest in European real estate.
Outlook and guidance
Targeting 65% adjusted EPS growth by 2030/31, assuming stable macroeconomic conditions.
FY26 guidance: logistics development capex £150–250 million, data centre capex £50–100 million, up to £400 million in disposals.
Longer-term annual logistics development capex of £200–250 million at 6–8% yield; data centre capex £100–400 million at 9–11% yield.
LTV expected to remain below 35%.
EPS growth to be logistics-led in the near term, shifting to data centre-driven from 2028 onwards.
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Latest events from Tritax Big Box REIT
- Momentum in logistics and data centers supports robust growth and rising shareholder returns.BBOX
Investor Update - Rental income up 10.6%, portfolio value up 20.5%, and 50% earnings growth targeted by 2030.BBOXH2 2025
- Contracted rent and portfolio value surged, with major disposals and a data centre pre-let underway.BBOXH2 2025 TU
- £1.04bn logistics portfolio acquisition boosts scale, EPS, and urban market leadership.BBOXM&A Announcement
- Adjusted EPS up 6.4% and portfolio value at £6.82bn, led by logistics and data centre growth.BBOXH1 2025
- Targeting 50% earnings growth by 2030 through logistics and data centre expansion.BBOXInvestor Update
- Adjusted EPS up 10.4%, portfolio value at £6.40bn, and strong growth outlook.BBOXH1 2024
- Heathrow data center targets 9.3% yield, leveraging JV and grid access for UK market leadership.BBOXInvestor Update
- Record rental reversion, UKCM integration, and data centre expansion drove strong 2024 results.BBOXH2 2024
Next Tritax Big Box REIT earnings date
H2 202626 Feb, 2027
Tritax Big Box REIT
Next Tritax Big Box REIT earnings date
H2 202626 Feb, 2027
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Frequently asked questions
Tritax Big Box REIT plc is a real estate investment trust that owns, develops and manages Big Box logistics warehouses let to institutional-grade customers on long term leases. The Company invests in high-quality prime logistics real estate assets in the UK and has a portfolio of nineteen Big Box logistics warehouses providing total floor space of approximately 3.2 million square meters. Tritax Big Box REIT plc is headquartered in London, UK.