Instone Real Estate Group SE (CHIX:INSd)

Q2 2025 Instone Real Estate Group SE Earnings Call Transcript

Aug 7, 2025 / 10:59 AM GMT

Release Date Price: €8.97

Transcript

Key Points

Positve

Instone Real Estate Group SE (XTER:INS) reported a 58% increase in retail sales growth in the first half of 2025 compared to the previous year.
The company successfully signed its first institutional deal in July, indicating a gradual recovery in the institutional market.
Instone Real Estate Group SE (XTER:INS) has a strong pipeline with five additional sales starts planned for the second half of the year, expected to boost sales momentum.
The company maintains a high pre-sales ratio of 92% for projects under construction, ensuring stable future revenues and cash flows.
Instone Real Estate Group SE (XTER:INS) has a robust liquidity position with over €270 million available for land acquisitions, supporting future growth opportunities.

Negative

The institutional market remains challenging, with a slower recovery compared to the retail sector.
Gross margins are expected to decline slightly in the second half of the year, from 25.3% to around 23%.
The company faces potential risks from rising interest rates, which could increase interest costs in the second half of the year.
There is uncertainty regarding the dividend policy, with discussions ongoing among shareholders about the balance between growth investments and dividend payouts.
Financing conditions in the market remain differentiated, with some competitors struggling to secure financing, which could impact market dynamics.

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

INS2.DE - Instone Real Estate Group SE
Q2 2025 Instone Real Estate Group SE Earnings Call
Aug 07, 2025 / NTS 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 to our Q225 earnings goal. Our CEO Kruo Seipoa and our CFO David Raifus 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 Cruel.

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Unidentified_2 [2]
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Yeah, thank you, Burkhart. Good morning, everyone, and thank you for joining our Q2 earnings call. In an overall micro environment that continues to be affected by numerous uncertainties, we are

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