The earnings call presented a mix of positive and negative aspects. Key achievements included reversing a significant loss, achieving record high EBITDA in the shopping mall segment, and successfully issuing new notes. However, challenges in the hotel segment, tenant sales below the previous year's level, and the impact of peso appreciation on property valuations were notable concerns. The overall sentiment reflects optimism about future growth, supported by strategic project developments and a robust financial position.

Company Guidance -

Q4 2025

In the third quarter of fiscal year 2025, IRSA reported a gain of ARS35 billion, reversing a previous six-month loss of ARS40 billion. Tenant sales increased by 13.4% compared to the same quarter in the previous year, and while still 4.6% below the previous year's nine-month period, the trend is positive. The company's malls achieved record high EBITDA in dollar terms for the past decade. Office occupancy remains at 100%, although hotel revenues and occupancy have declined. The Ramblas Del Plata project has seen significant progress since its launch nine months ago. Additionally, IRSA issued $300 million in 10-year notes, marking a return to the international capital markets. Occupancy in shopping malls reached 98.1%, excluding a recent acquisition, Terrazas de Mayo. In the office segment, they manage 58,000 square meters of GLA, maintaining stable rents at $25 per square meter per month. The hotel segment, while marginal, faces challenges due to currency fluctuations affecting international tourism. The company remains optimistic about future growth opportunities, particularly in real estate development.

Positive Net Income Reversal

The company posted a gain of ARS35 billion, reversing a previous loss of ARS40 billion in the last six months as of December.

Shopping Malls Record High EBITDA

Shopping malls posted a record high EBITDA in dollar terms for the last 10 years, reaching almost $160 million.

Office Segment Stability

Occupancy in the office segment maintained at 100%, with expectations of potential rent increases if GDP grows.

Successful Note Issuance

The company issued notes for 10 years amounting to $300 million, marking a significant move in the international capital markets.

Ramblas Del Plata Project Progress

Significant progress in the commercialization of the Ramblas Del Plata project, with several sales and swaps completed, totaling $166.1 million.

Debt Structure Improvement

The debt structure remains conservative with low leverage, having a net financial debt-to-EBITDA ratio of 1.3x and LTV of only 10%.

Irsa Inversiones Y Representaciones SA (IRS) 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

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IRS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 09, 2025	2025 (Q4)	- / -	1.374	―	―	―
May 06, 2025	2025 (Q3)	- / 0.98	-5.003	119.69% (+5.99)	―	―
Feb 07, 2025	2025 (Q2)	- / 1.02	0.667	53.37% (+0.36)	―	―
Nov 06, 2024	2025 (Q1)	- / -1.48	2.825	-152.50% (-4.31)	―	―
Sep 03, 2024	2024 (Q4)	- / 1.33	1.439	-7.85% (-0.11)	―	―
May 07, 2024	2024 (Q3)	- / -5.00	0.837	-697.73% (-5.84)	―	―
Feb 05, 2024	2024 (Q2)	- / 0.67	0.837	-20.31% (-0.17)	―	―
Nov 07, 2023	2024 (Q1)	- / 2.83	0.076	3617.11% (+2.75)	―	―
Sep 06, 2023	2023 (Q4)	- / 1.44	2.326	-38.13% (-0.89)	―	―
May 08, 2023	2023 (Q3)	- / 0.81	-2.032	139.81% (+2.84)	―	―

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

IRS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2025	$14.15	$14.40	+1.77%
Feb 07, 2025	$14.10	$13.09	-7.16%
Nov 06, 2024	$12.69	$13.21	+4.10%
Sep 03, 2024	$9.09	$9.14	+0.55%

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 Irsa Inversiones Y Representaciones (IRS) report earnings?

Irsa Inversiones Y Representaciones (IRS) is schdueled to report earning on Sep 09, 2025, After Close (Confirmed).

What is Irsa Inversiones Y Representaciones (IRS) earnings time?

Irsa Inversiones Y Representaciones (IRS) earnings time is at Sep 09, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is IRS EPS forecast?

Currently, no data Available

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