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Londonmetric Property
Londonmetric Property (LMP) investor relations material
Londonmetric Property H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary20 Nov, 2025
Executive summary
Net rental income increased by 15% year-over-year to £221.2m, supporting a 7% dividend increase and sector-leading cost efficiency.
Portfolio value rose 20% to £7.4bn, with logistics now comprising 54% of the portfolio and occupancy at 98.1%.
Active asset management and M&A activity, including the acquisitions of Highcroft and Urban Logistics, added £1.2bn in value and significant new rental income.
Four public takeovers in two years added £4.4bn in assets and £267m in rental income.
WAULT extended to 16.4 years, with gross to net income ratio at 98.5%.
Financial highlights
EPRA earnings reached £148.6m, up 9.7% year-over-year, with EPRA EPS at 6.7p.
Dividend per share increased 7% to 6.1p, fully cash covered with 111% dividend cover.
Total accounting return was 4.1%, or 3.3% including M&A costs.
Portfolio revaluation uplifted by £29.1m; IFRS profits at £130.3m, down from £163.8m due to acquisition-related costs.
EPRA NTA per share at 199.5p; net assets rose to £4.7bn.
Outlook and guidance
Expectation of further income, earnings, and dividend growth, supported by resilient UK consumer trends and low unemployment.
Rental growth in logistics and other core sectors anticipated to remain strong, with additional upside from asset management and lease renewals.
Additional £28m of rental uplift anticipated over the next 18 months.
Macro uncertainty persists, but interest rate cuts and lower inflation are expected to boost market confidence.
Focus remains on disciplined capital allocation, sector consolidation, and maintaining a progressive dividend.
Impact of ULR acquisition on IFRS profit
Logistics embedded reversionary income potential
Non-core asset disposal strategy effectiveness
Logistics rental growth: affordability concerns
Explain flat finance costs despite rising debt
Prioritize capital allocation opportunities
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Record revenues and assets, higher dividend, and acquisitions despite lower net income.
Next Londonmetric Property earnings date
H2 202621 May, 2026
Londonmetric Property
Next Londonmetric Property earnings date
H2 202621 May, 2026
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Frequently asked questions
LondonMetric Property PLC is a UK-based Real Estate Investment Trust (REIT) that specializes in owning and managing commercial properties. The company focuses on key sectors such as logistics, grocery-led long income, healthcare, entertainment, and leisure. The company is headquartered in London and is listed on the London Stock Exchange.
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