Q3 2025 IRSA Inversiones y Representaciones SA Earnings Call Transcript

May 7, 2025 / 03:00 PM GMT

Release Date Price: $14.4 (+1.77%)

Transcript

Key Points

Positve

IRSA Inversiones y Representaciones SA (IRS) reported a positive net income of 35 billion pesos, reversing a previous loss of 40 billion pesos.
Tenant sales in shopping malls increased by 13.4% compared to the same quarter in the previous year, indicating a recovery in economic activity.
The company's office segment maintained a 100% occupancy rate, showcasing strong demand for premium office spaces.
IRSA successfully tapped the international capital market, issuing 10-year notes for $300 million, enhancing its financial flexibility.
The Rambla del Plata project has shown significant progress in commercialization, with sales and swaps totaling $166.1 million, indicating strong market interest.

Negative

The hotel segment faced challenges with a drop in revenues and occupancy due to a decrease in international tourism and ongoing construction works.
Despite improvements, tenant sales for the nine-month period were still 4.6% below the previous year.
The appreciation of the Argentine peso led to valuation losses in investment properties, impacting net income.
The company's rental segment saw a 4.9% drop, primarily driven by the hotel sector's underperformance.
IRSA's debt structure, while conservative, remains concentrated in the short term, although recent actions have aimed to extend debt maturity.

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

IRSAm.BA - IRSA Inversiones y Representaciones SA
Q3 2025 IRSA Inversiones y Representaciones SA Earnings Call
May 07, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone. I'm Santiago Donato, investor relations officer of IRSA, and I welcome you to the 3rd quarter of fiscal year 2025 results conference call.

First of all, I would like to remind you that both audio and a slideshow may be accessed through company's investor relations website at www. ISA.com.arar by clicking on the banner webcast link. The following presentation and the earnings release are also available for download on the company website. After management remarks, there will be a question and answer session for analysts and investors. If you want to make a question, please use the chat. Before we begin, I would like to remind you that this call is being recorded and

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