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MLP Group
MLP Group (MLG) investor relations material
MLP Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary14 Nov, 2025
Executive summary
Leading European logistics platform with a vertically integrated, modern portfolio focused on Class A, multi-tenant warehouse and industrial properties in Poland, Germany, Austria, and Romania, emphasizing conservative growth in core urban areas.
Portfolio of 1.6 mn sqm GLA, 2.4 mn sqm land bank, 95% occupancy, 99% rent collection, and 99% tenant retention as of September 30, 2025.
Blue-chip tenant base, long WAULT (7.3 years), and 100% inflation-indexed leases.
ESG strategy includes BREEAM/DGNB certifications, renewable energy, and a decarbonization plan.
GAV increased by 9% to PLN 6,031.3 million as of September 30, 2025, with NAV up 3% to PLN 2,831.6 million.
Financial highlights
9M'25 revenues reached €72.5 mn (PLN 307.3 mn), up 12% (10%) year-over-year; rental revenue at €41 mn, up 9%.
9M'25 EBITDA (excl. revaluation) at €38 mn (PLN 159.3 mn), margin 52%, up 13% YoY.
LTM Q3 2025 recurring EBITDA CAGR of 22% since 2021; run-rate adjusted EBITDA at €61.1 mn.
Net profit for 9M'25 at €21 mn (PLN 89.8 mn), down 66% YoY.
EPRA Earnings and FFO declined by 67% and 26% respectively, reflecting lower revaluation gains.
Outlook and guidance
Targeting further expansion in Germany and Vienna, aiming for Germany to represent ~33% of portfolio by 2028.
Urban logistics to reach ~30% of portfolio by 2028; focus on sustainable growth and consistent yield on cost (11.5%).
300,000 sqm leasing budget for 2025, with strong pre-letting rates (80-90%).
Management expects continued positive EBITDA trends to reduce the Net Debt/EBITDA ratio.
Key factors for future performance include macroeconomic conditions, interest rates, exchange rates, and property revaluation.
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Next MLP Group earnings date
Q4 202516 Mar, 2026
MLP Group
Next MLP Group earnings date
Q4 202516 Mar, 2026
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