LOG Commercial Properties Participacoes SA (BSP:LOGG3)

Q4 2025 Log Commercial Properties e Participacoes SA Earnings Call (English, Portuguese) Transcript

Feb 12, 2026 / 01:00 PM GMT

Release Date Price: R$26.34 (-6.03%)

Transcript

Key Points

Positve

LOG Commercial Properties Participacoes SA (BSP:LOGG3) achieved the lowest vacancy rate of the year at 0.81%, indicating strong demand for their properties.
The company successfully increased the average ticket price by 43% through contract reviews, enhancing revenue potential.
Record EBITDA was achieved, supported by sustainable activities and a new investment vehicle aimed at acquiring a portfolio of 12 operational assets.
Net revenue for leasing advanced by 16% compared to the same period last year, demonstrating strong growth in leasing activities.
The company maintained a low net default rate of 0.52%, reflecting effective client management and portfolio diversification.

Negative

The macroeconomic environment presents challenges with high interest rates impacting the real estate market.
Despite strong performance, the company faces potential competition from new entrants in the logistics sector.
There is a risk of clients opting for competitors' warehouses due to lower costs associated with different inflation indices.
The company needs to manage the potential impact of inflation on construction costs, which could affect future profitability.
Uncertainty remains regarding the magnitude of future dividend payouts, as the company focuses on maintaining low leverage and funding development projects.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LOGG3.SA - Log Commercial Properties e Participacoes SA
Q4 2025 Log Commercial Properties e Participacoes SA Earnings Call (English, Portuguese)
Feb 12, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen. At this time, we welcome you to the Log commercial Properties Earnings Video conference for the 4th quarter 2025. Joining us today are Sergio Fischer, CEO. Rafael Saliba, CFO and investor relations officer, and Enrique Schaffner, finance and investor relations director. Please note that this presentation is being recorded and simultaneously translated. The translation is available by clicking the interpretation button. For those listening in English, you may mute the original Portuguese audio by selecting mute original audio.

During the company's presentation, all participants will have their microphones disabled. Ensuing

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