Q3 2025 Catena AB Earnings Call Transcript

Oct 24, 2025 / 08:00 AM GMT

Release Date Price: kr426

Transcript

Key Points

Positve

Catena AB (LTS:0GVS) reported a 25% increase in rental income, driven by acquisitions and TPI-linked contracts.
Profit from property management increased by 32%, showcasing strong operational performance.
The balance sheet remains solid with a loan-to-value (LTV) ratio of 39.2%, indicating financial stability.
E-commerce growth is positive, with segments like furniture, pharmacy, and home electronics showing significant increases.
The company has a strong sustainability focus, with 58% of its area environmentally certified and significant energy production from solar cells.

Negative

The Swedish logistic market has seen increased vacancy rates, currently at 9%, which could impact future rental income.
The zoning plan for a new project in Engelholm was appealed, causing potential delays in development.
Property expenses increased by 13.6%, outpacing the like-for-like rental growth of 3.4%.
The average interest rate remains at 3.2%, with limited room for immediate improvement.
The net leasing contribution from projects is limited due to low project volumes, affecting overall growth potential.

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

CATE.ST - Catena AB
Q3 2025 Catena AB Earnings Call
Oct 24, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the conference call. For the first part of the conference call, the participants will be in listen-only mode. During the questions and answer session, participants are able to ask questions by dialing 5 on their telephone keypad. Now I will hand the conference over to the speakers. Please go ahead.

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Unidentified_2 [2]
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Hi and welcome everyone to Kana's Q3 Report 2025. My name is Jurgen Jakson and I'm the CEO of the company.

And here is the agenda for today, a summary, a business overview, an update followed by sustainability, finance, and the short

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