The earnings call reflected a positive overall sentiment with strong AFFO growth, a positive rating outlook, and successful asset disposals, though challenges such as lower-than-targeted rental growth and rising interest costs were noted.
Company Guidance
During the LEG Immobilien Q3 2025 Conference Call, the company reaffirmed its guidance for the year and outlined expectations for 2026. Key financial metrics included an anticipated AFFO growth of 10% for 2025 and an additional 5% for 2026. The company remains committed to maintaining AFFO as its core KPI due to its focus on cash generation. LEG Immobilien also projected a positive valuation result of 1.5% to 2% for the second half of 2025 and aimed to bring down its Loan-to-Value (LTV) ratio to 45% by 2026 through strategic disposals. The net cold rent grew by 6.8% year-on-year, contributing to a strong EBITDA margin of 79.2% for the first nine months, with an expected full-year margin of 77%. The company also highlighted the recent confirmation of its Baa2 rating by Moody's, with a revised outlook to positive, acknowledging its efforts in maintaining a robust balance sheet. Lastly, LEG Immobilien outlined its investment strategy, spending over EUR 35 per square meter, which aligns with its historical investment levels, aiming to foster future rent growth.
AFFO Growth on Track
The company is on track to achieve a 10% AFFO growth for 2025 and has projected an additional 5% growth in 2026.
Positive Moody's Rating Outlook
Moody's confirmed LEG Immobilien's Baa2 rating and revised their outlook to positive, recognizing efforts to protect the balance sheet and focus on cash.
Strong Rent Growth
Net cold rent grew by 6.8%, contributing to a strong EBITDA margin of 79.2% for the first 9 months.
Successful Disposals
Over 2,200 units were sold for around EUR 100 million, helping to bring down the Loan-to-Value (LTV) ratio.
LEG Immobilien (GB:0QC9) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0QC9 Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 12, 2025
€64.33
€65.47
+1.77%
Aug 07, 2025
€71.65
€71.58
-0.10%
May 13, 2025
€71.85
€73.56
+2.38%
Mar 10, 2025
€68.14
€67.05
-1.60%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does LEG Immobilien (GB:0QC9) report earnings?
LEG Immobilien (GB:0QC9) is schdueled to report earning on Mar 05, 2026, Before Open (Confirmed).
What is LEG Immobilien (GB:0QC9) earnings time?
LEG Immobilien (GB:0QC9) earnings time is at Mar 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.