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Investor Relations14 Oct 2025
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Unibail-Rodamco-Westfield (URW) investor relations material
Unibail-Rodamco-Westfield Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Tenant sales and footfall increased year-over-year, with strong leasing activity and a 7.1% uplift in Minimum Guaranteed Rent (MGR); Westfield Hamburg-Überseequartier retail opening attracted 4 million visits since April.
H1 results show strong alignment with growth plans, outperforming the wider market and delivering robust operational performance in both Europe and the US.
Portfolio valuation increased 1.2% year-over-year, with €1.6bn in disposals completed or secured, supporting net debt reduction.
Launch of a licensing business and strategic partnership in Saudi Arabia, expanding the Westfield brand.
2025 AREPS expected at the upper end of €9.30–€9.50 guidance, with a €4.50 per share distribution proposed, up 30% from 2024.
Financial highlights
Like-for-like Net Rental Income (NRI) up 3.6% and EBITDA up 4.1% year-over-year, reflecting reduced general expenses.
AREPS at €5.11 per share, down 0.6% year-over-year, mainly due to disposals and increased share count.
Net debt to EBITDA ratio at 9.2x, down from 9.5x at end-2024; IFRS LTV including hybrid at 44.7%, down 80bps from December 2024.
Portfolio valuations up €600m (1.2%) excluding FX, CapEx, and disposals; first positive revaluation since 2018.
Recurring net result (Group share) increased 1.1% to €772m; recurring EPS at €5.40, down 1.6% year-over-year.
Outlook and guidance
2025 AREPS expected at the upper end of €9.30–€9.50, supported by strong H1 performance, refinancing, and disposals.
€4.50 per share distribution for FY 2025, a 30% increase from 2024, as part of a planned €3.1bn cumulative distribution for 2025–2028.
Guidance assumes no major macroeconomic or geopolitical deterioration; FX impact is limited and largely hedged.
Confident in maintaining organic NRI growth of 270–330bps above indexation, in line with historical performance.
No dividend obligation for 2025 for certain entities due to statutory results in 2024.
How does licensing impact Westfield brand?
What's driving US Flagship tenant sales?
What are URW's key sustainability targets?
How will U.S. tariffs impact leasing in H2?
What's driving the U.S. portfolio revaluation?
Update on licensing business rollout?
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Next Unibail-Rodamco-Westfield earnings date
Q3 2025 TU23 Oct, 2025
Next Unibail-Rodamco-Westfield earnings date
Q3 2025 TU23 Oct, 2025
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Frequently asked questions
Unibail-Rodamco-Westfield SE is a real estate investment company specializing in the ownership, development, and management of premier retail assets. Its portfolio includes shopping centers and office properties across Europe and the United States. The company is headquartered in Paris, France, and its shares are listed on the Euronext Paris.
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