Q2 2025 Dios Fastigheter AB Earnings Call Transcript
Key Points
- Dios Fastigheter AB (FRA:D1F) reported a 12% growth in income from property management for the quarter.
- The company successfully refinanced SEK5 billion in debt, resulting in a 5 basis points lower credit margin at the portfolio level.
- Economic occupancy remained stable at 90%, with a positive net leasing trend.
- The company achieved a 5.8% improvement in energy efficiency, contributing to stable property costs.
- Dios Fastigheter AB (FRA:D1F) has a strong cash flow and financial resilience, supported by a diversified portfolio with 32% of rental income from public sector tenants.
- The economic occupancy rate decreased slightly from 91% last year to 90% this quarter.
- There were slightly negative unrealized value changes of SEK130 million, mainly due to reduced revenue from specific properties.
- The company experienced a decrease in like-for-like rents due to vacancies arising in Q1.
- Current tax was negatively affected by SEK10 million due to withdrawal taxation in connection with property sales.
- The average yield increased by 2 basis points since last quarter, indicating a slight increase in financial costs.
Good morning, everyone, and welcome to the Dios interim report January June 2025. My name is Brika, and I will be coordinating your call today. (Operator Instructions)
I will now hand you over to your host, Johan Dernmar, Chief Investor Relations Officer, to begin. So Johan, please go ahead.
Good morning and welcome to this year's Q2 2025 result presentation covering the period January through June. My name is Johan Dernmar. I'm the Chief Investor Relations Officer. I'm joined today by our CEO, David Carlsson; and CFO, Rolf Larsson.
In today's presentation, we'll begin with a brief overview of the performance in the second quarter, followed by the more detailed walkthrough of our financial results. We'll then provide a market update before opening up a Q&A session at the end. Thank you for joining us.
With that, I hand over to David.
Thank you, Johan, and good morning
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