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Sirius Real Estate
(LSE:SRE)
Sirius Real Estate (SRE) vs. iShares MSCI United Kingdom ETF (EWC)
Sirius Real Estate Business Overview & Revenue Model
Sirius Real Estate Earnings Call Summary
Sirius Real Estate Financial Statement Overview
| Breakdown | TTM | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 322.06M | 317.50M | 288.80M | 270.10M | 210.18M | 165.36M |
| Gross Profit | 251.18M | 186.70M | 165.80M | 153.40M | 122.49M | 93.82M |
| EBITDA | 40.26M | 235.00M | 140.80M | 110.80M | 187.60M | 175.61M |
| Net Income | 208.14M | 178.10M | 107.80M | 79.60M | 147.90M | 147.45M |
Balance Sheet | ||||||
| Total Assets | 3.37B | 3.27B | 2.60B | 2.39B | 2.39B | 1.52B |
| Cash, Cash Equivalents and Short-Term Investments | 425.47M | 571.30M | 214.50M | 99.20M | 127.28M | 49.30M |
| Total Debt | 1.45B | 1.35B | 982.90M | 1.00B | 1.02B | 483.04M |
| Total Liabilities | 1.66B | 1.58B | 1.19B | 1.19B | 1.20B | 593.17M |
| Stockholders Equity | 1.71B | 1.69B | 1.41B | 1.20B | 1.19B | 926.53M |
Cash Flow | ||||||
| Free Cash Flow | 131.53M | 71.10M | 103.50M | 79.70M | 54.42M | 37.17M |
| Operating Cash Flow | 137.89M | 133.10M | 146.10M | 113.40M | 81.75M | 71.00M |
| Investing Cash Flow | -342.50M | -207.10M | -66.30M | -41.80M | -429.51M | -73.53M |
| Financing Cash Flow | 309.65M | 429.10M | 42.60M | -98.60M | 431.75M | -53.05M |
Sirius Real Estate Technical Analysis
Sirius Real Estate Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | £1.58B | 4.93 | 12.27% | 5.71% | 4.80% | 37.75% | |
76 Outperform | £50.18M | 3.28 | 6.10% | 3.92% | -6.10% | 889.93% | |
68 Neutral | £335.32M | 8.24 | 5.35% | 5.88% | -6.52% | -20.26% | |
67 Neutral | £1.30B | 2.45 | 10.25% | 3.62% | -8.66% | 553.35% | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% | |
55 Neutral | £236.63M | 35.14 | 5.91% | 2.71% | -14.09% | ― | |
51 Neutral | £160.24M | -6.51 | -9.62% | ― | ― | ― |
Sirius Real Estate Corporate Events
Sirius Real Estate has confirmed that its total issued share capital now comprises 1,588,665,840 ordinary shares of no par value, with none held in treasury, resulting in an equal number of voting rights. This disclosure provides investors and other stakeholders with the reference figure needed to assess and report any notifiable shareholding changes under the Financial Conduct Authority’s transparency rules, supporting regulatory compliance and market clarity.
The most recent analyst rating on (GB:SRE) stock is a Hold with a £120.00 price target. To see the full list of analyst forecasts on Sirius Real Estate stock, see the GB:SRE Stock Forecast page.
Sirius Real Estate has disclosed that its CEO, CFO, Chief Investment Officer and a non-executive director have all participated in the company’s latest capital raise. The directors subscribed for new ordinary shares at £1.02 each, investing about £100,000 in aggregate and modestly increasing their beneficial interests in the enlarged share capital.
The subscriptions were executed outside a trading venue on 16 February 2026, with settlement expected on 20 February 2026, and were cleared under JSE Listings Requirements and the company’s dealing code. The move signals internal support for the equity placing and aligns senior management and board members more closely with shareholders following the recently announced fundraising.
The most recent analyst rating on (GB:SRE) stock is a Hold with a £112.00 price target. To see the full list of analyst forecasts on Sirius Real Estate stock, see the GB:SRE Stock Forecast page.
Sirius Real Estate has raised gross proceeds of £77 million through the issue of 75.5 million new shares, equal to about 5% of its existing share capital, at a slight premium to its recent share price. The capital will fund two German acquisitions worth about €130 million that focus on defence-related assets and tenants, expanding Sirius’s value-add portfolio and increasing its exposure to the fast-growing defence sector.
The fundraise was multiple times oversubscribed, drew strong support from existing and new long-only investors, and included participation by the CEO, certain PDMRs and directors, signalling confidence in the company’s growth strategy. The new shares will be admitted to trading in London and Johannesburg, rank pari passu with existing stock, and support Sirius’s disciplined capital allocation plans and its medium-term FFO growth ambitions.
The most recent analyst rating on (GB:SRE) stock is a Hold with a £112.00 price target. To see the full list of analyst forecasts on Sirius Real Estate stock, see the GB:SRE Stock Forecast page.
Sirius Real Estate has launched a conditional retail offer of new ordinary shares via platform provider RetailBook, alongside a separate institutional placing, as part of a wider capital raise. The offer, open to UK-based new and existing investors with a minimum subscription of £250 and a cap of £2 million, is expected to admit the new shares to trading on the London Stock Exchange on 20 February 2026, subject to completion conditions.
Proceeds from the capital raise are earmarked to fund two German acquisition opportunities with an estimated total value of about €130 million, focused on defence-related assets and tenants. By explicitly including retail investors on pre-emption guideline terms and prioritising existing shareholders in any scale-back, Sirius is broadening participation in its growth strategy while signalling a strategic push into defence-linked industrial real estate.
The most recent analyst rating on (GB:SRE) stock is a Hold with a £112.00 price target. To see the full list of analyst forecasts on Sirius Real Estate stock, see the GB:SRE Stock Forecast page.
Sirius Real Estate plans to raise about £75 million through a non-pre-emptive placing of new shares, alongside a £2 million retail offer, to fund two defence-focused industrial acquisitions in Germany worth roughly €130 million. The capital raise, involving institutional, South African and retail investors as well as director participation, will see proceeds substantially deployed by the end of the second quarter of 2026, targeting assets with a blended EPRA net initial yield of 7.6% and long leases to defence-related occupiers.
Management argues that strong structural fundamentals in both Germany and the U.K., including higher defence and infrastructure spending and resilient SME demand for light industrial space, create a favourable backdrop for its acquisition-led growth strategy. The transactions are expected to be accretive to funds from operations per share next financial year, support the company’s ambition to reach €175 million in annual FFO while keeping leverage below a 40% loan-to-value ceiling, and underpin its long record of progressive dividends, with current trading said to be in line with expectations.
The most recent analyst rating on (GB:SRE) stock is a Hold with a £112.00 price target. To see the full list of analyst forecasts on Sirius Real Estate stock, see the GB:SRE Stock Forecast page.
Sirius Real Estate, a major operator of business and industrial parks in Germany and the UK, has appointed veteran industrial property investor Ian Watson as an independent non-executive director and member of its nomination committee. Watson brings more than three decades of experience building and exiting large multi-let industrial portfolios across Europe and the UK.
The board expects his track record at Ashtenne and Hansteen to bolster Sirius’s strategic execution as it continues to expand its German and UK portfolios and drive shareholder returns. His appointment signals a reinforcement of the company’s industrial real estate expertise and capital markets credentials at a time of ongoing growth and portfolio optimisation.
The most recent analyst rating on (GB:SRE) stock is a Buy with a £136.00 price target. To see the full list of analyst forecasts on Sirius Real Estate stock, see the GB:SRE Stock Forecast page.
Sirius Real Estate has reported the take-up of its Dividend Reinvestment Plan (DRIP) following the cash dividend declared for the six months to 30 September 2025, allowing shareholders to receive their dividend in the form of existing Sirius ordinary shares purchased in the market. UK shareholders representing 0.46% of the company’s issued share capital and South African shareholders representing 3.00% opted for scrip via the DRIP, resulting in the market purchase and delivery of a combined 1,308,943 shares, satisfying a cash equivalent of €1.66 million, while leaving the company’s total issued share capital unchanged at 1.513 billion shares with no treasury stock, indicating the dividend distribution did not dilute existing shareholders.
The most recent analyst rating on (GB:SRE) stock is a Buy with a £136.00 price target. To see the full list of analyst forecasts on Sirius Real Estate stock, see the GB:SRE Stock Forecast page.
Sirius Real Estate has disclosed a transaction under market rules involving The JJC Trust, a person closely associated with the company’s chief executive officer, which elected to receive its dividend in shares through the company’s dividend reinvestment plan. The trust received 15,747 ordinary shares at £1.012 per share on 22 January 2026, bringing its holding to 660,906 shares and increasing CEO Mr. Coombs’ total beneficial interest to 11,987,026 shares, or 0.7922% of the company’s issued share capital, with the dealing cleared in accordance with JSE Listings Requirements.
The most recent analyst rating on (GB:SRE) stock is a Hold with a £110.00 price target. To see the full list of analyst forecasts on Sirius Real Estate stock, see the GB:SRE Stock Forecast page.
Sirius Real Estate has disclosed that its chief executive officer, Andrew Coombs, has sold 250,000 ordinary shares in the company at a price of £1.007 per share in an off-market transaction conducted on 19 January 2026. Following this sale, Coombs retains a holding of 11,971,279 shares, representing 0.79% of Sirius’s issued share capital, and the company confirmed that the dealing received prior clearance in line with JSE Listings Requirements, offering transparency to investors about executive share dealings.
The most recent analyst rating on (GB:SRE) stock is a Hold with a £110.00 price target. To see the full list of analyst forecasts on Sirius Real Estate stock, see the GB:SRE Stock Forecast page.
Sirius Real Estate has disclosed a share transaction by its chief executive officer, Andrew Coombs, who purchased 3,055 ordinary shares on the London Stock Exchange at £0.92825 per share for his Self Invested Pension Plan. Following this trade, Coombs’ total direct beneficial holding has risen to 12,221,279 shares, representing 0.81% of the company’s issued share capital, underscoring continued management alignment with shareholders and compliance with regulatory disclosure and JSE clearance requirements for dealings by senior executives.
The most recent analyst rating on (GB:SRE) stock is a Buy with a £110.00 price target. To see the full list of analyst forecasts on Sirius Real Estate stock, see the GB:SRE Stock Forecast page.