Montea
Logotype for Montea Comm VA

Montea (MONT) investor relations material

Montea Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Montea Comm VA
Q1 2026 earnings summary8 May, 2026

Executive summary

  • EPRA EPS rose 6% year-over-year to €1.13, driven by 2.7% like-for-like rental growth and 99.6% occupancy, with 30,000 m² (re)let at a 20% average rent uplift.

  • Track27 investment program is 88% secured, with €70 million invested in Q1 and €90 million in direct yield acquisitions in negotiation at NIY above 6.5%.

  • Portfolio value increased 1% quarter-over-quarter to €3.2bn, with high occupancy outperforming market average by 500 bps.

  • 79% of 2026 lease maturities already (re)let or extended, supporting rental growth.

Financial highlights

  • Net rental income rose 12% year-on-year to €37.3 million, with total property result up 9% to €37.4 million.

  • EPRA result reached €26.4 million, up 7% year-on-year; EPS at €1.13, up 6%.

  • Operating margin stable at 85%, targeting 88% for 2026 and 90% for 2027.

  • Loan-to-value at 37.4%, adjusted net debt/EBITDA at 7.3x, interest cover at 4.1x, and average cost of debt at 2.2%.

  • EPRA NTA increased 4.6% year-over-year to €82.97.

Outlook and guidance

  • 2026 guidance: EPRA EPS of €5.23 (+7% YoY), dividend of €4.19 (+7% YoY), and minimum 2.5% like-for-like rental growth.

  • 2027 guidance: EPRA EPS of €5.60 (+7% vs 2026), €150 million investment volume target.

  • Operational margin target of 90% by 2027, average cost of debt not to exceed 2.5%, and occupancy above 98%.

Skechers Liege project exposure and lease terms
Fossil-free heating portfolio targets for 2035
Operating margin recovery targets through 2027
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.
Research faster. Power your platform.

Next Montea earnings date

Logotype for Montea Comm VA
Q2 202621 Aug, 2026
Montea
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Montea earnings date

Logotype for Montea Comm VA
Q2 202621 Aug, 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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Explore our global coverage