Instone Real Estate Group SE (CHIX:INSd)

Q1 2025 Instone Real Estate Group SE Earnings Call Transcript

May 8, 2025 / 10:00 AM GMT

Release Date Price: €7.47

Transcript

Key Points

Positve

Instone Real Estate Group SE (XTER:INS) reported a 52% increase in retail sales, indicating strong demand despite market uncertainties.
The company successfully launched sales for three new projects in Frankfurt, Duisburg, and Stuttgart, which have been well-received by the market.
Instone Real Estate Group SE (XTER:INS) maintained a high gross margin of 26.8%, showcasing operational excellence.
The company has a strong liquidity position with more than €250 million, providing significant firepower for future acquisitions.
Instone Real Estate Group SE (XTER:INS) is in advanced negotiations for land transactions worth around €500 million, indicating a robust pipeline for future growth.

Negative

The institutional market remains challenging, with sales geared towards the second half of the year.
There is uncertainty regarding the impact of potential government policies on the housing industry, with no concrete measures yet implemented.
Adjusted revenues were slightly below the previous year's level, attributed to lower construction output and a lack of institutional deals.
The company expects a somewhat lower gross margin for the remainder of the year, reflecting potential volatility.
Instone Real Estate Group SE (XTER:INS) faces challenges in convincing sellers to accept new market realities, slowing down land acquisition processes.

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

INS2.DE - Instone Real Estate Group SE
Q1 2025 Instone Real Estate Group SE Earnings Call
May 08, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone. I would like to welcome you all to our Q125 earnings call. Our CEO Kru Aula and our CFO David Reifus will walk you through our presentation and give you an update on our current business performance. As usual, this will be followed by a Q&A session. With this, I would like to hand over directly to Kruno.

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Unidentified_2 [2]
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Hello everyone and thank you for joining our Q1 earnings call. We all know that the last few months have been very turbulent both in Germany and also globally, and against this backdrop, we

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