)
Visual
test
Argan
Argan (ARG) investor relations material
Argan H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary22 Jan, 2026
Executive summary
2025 marked an exceptional year with rental income up 7% to €212 million and recurring net income up 13% to €155 million, both exceeding annual targets.
Portfolio valuation rose 4% to over €4 billion, with an occupancy rate above 99%.
Strong ESG progress, with over 50% of the 2030 Scope 3 CO2 reduction target already achieved and improved ratings from non-financial agencies.
Financial highlights
Rental income increased 7% year-over-year to €212 million, driven by new deliveries and rent indexation.
Group share recurring net income rose 13% to €154.8 million, with a record 73% margin on rental income.
Group share consolidated net income (IFRS) was €245.2 million, including a €91 million positive fair value impact.
EPRA NAV NTA per share increased 7% to €91.5.
Outlook and guidance
2026 targets include 4% growth in rental income to €220 million and stable recurring net income per share at ~€6.
€165 million investment program for 2026, with major tenants such as Danone, Ferrero, and Puma joining.
Refinancing of €500 million bond due November 2026, with a bridge facility and undrawn credit lines in place.
Dividend per share proposed at €3.45 for 2025 (+5%) and €3.65 for 2026 (+6%).
What offsets higher debt cost for 2026 EPS stability?
New investments yield vs portfolio cap rate
Quantify ESG investments' rental yield impact
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebWASH
Q4 2025 net income up 48%, adjusted EPS up 41%, AUA $7.8B, dividend yield 7.58%. - 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRINet loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high.
Next Argan earnings date
Q1 2026 TU1 Apr, 2026
Argan
Next Argan earnings date
Q1 2026 TU1 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Argan SA is a French real estate company specializing in the development, acquisition, and management of logistics warehouses. The company primarily serves clients in e-commerce, retail, and distribution by providing high-quality, strategically located logistics facilities to support supply chain and distribution operations. Argan’s portfolio includes modern warehouses across key logistics hubs in France, focusing on sustainability and energy efficiency in property design and management. The company is headquartered in Paris, France, and its shares are listed on Euronext Paris.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage