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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
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Next Argan earnings date
Q1 2026 TU1 Apr, 2026
Argan
Next Argan earnings date
Q1 2026 TU1 Apr, 2026
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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.
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