Q2 2025 SYN Prop e Tech SA Earnings Call (English, Portuguese) Transcript

Aug 15, 2025 / 02:00 PM GMT

Release Date Price: R$6.97

Transcript

Key Points

Positve

SYN Prop E Tech SA (SYYNY) successfully anticipated the payment of XP installments, resulting in tax efficiency gains.
The company reported a 6% increase in total sales, with same-store sales rising by 6.3% and same-store rents increasing by 8.3%.
Corporate buildings have nearly 100% occupancy, with financial occupation exceeding 90% due to higher rents in some areas.
The company has a strong cash position with $553 million, allowing for comfortable debt management and future investments.
SYN Prop E Tech SA (SYYNY) plans to invest 150 million in CapEx for shopping malls and warehouse developments, supported by their current cash reserves.

Negative

There was a reduction in physical occupation due to a significant store leaving, impacting the overall portfolio.
The company experienced a 50% fall in adjusted EBITDA compared to the previous year, despite a smaller portfolio.
Phase 4 of the warehouse development is delayed and not yet rented, which could impact future revenue streams.
The company faces higher expenses due to vacant areas, which is a seasonal issue but still a concern.
There is uncertainty regarding the expansion of the Cidad de Sao Paulo shopping mall, with no concrete updates provided.

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

SYNE3.SA - SYN prop e tech SA
Q2 2025 SYN Prop e Tech SA Earnings Call (English, Portuguese)
Aug 15, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, ladies and gentlemen. Welcome to SINS video conference to the discussion of the results referring to the 2nd quarter of 2025.

This conference is being recorded and the replay can be assessed on the company's website. The presentation will also be available for download. We inform you that all participants will in listen-only mode during the presentation. And then we will have a question and answer session when further instructions will be provided.

Before proceeding, I'd like to emphasize that forward-looking statements are based on the beliefs and assumptions of scenes administrations, and in the current information available to the company. These statements may involve risks and

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