UBM Development AG (LTS:0GD5)

Half Year 2025 UBM Development AG Earnings Call Transcript

Aug 28, 2025 / 08:00 AM GMT

Release Date Price: €21.5 (+0.94%)

Transcript

Key Points

Positve

UBM Development AG (WBO:UBS) achieved a 'black zero' in Q1, indicating a return to profitability is expected in the second half of the year.
Residential sales have doubled in the first half of 2025, with a pipeline of 2,800 apartments planned over the next four years.
The company's equity ratio is back above 30%, within the target range of 30-35%, supported by the successful issuance of a green hybrid.
Liquidity is strong with €168 million at the end of June, comfortably covering repayment obligations.
UBM Development AG is committed to ESG initiatives, maintaining a leadership position in sustainability in the DACH region.

Negative

Sales in Mainz have been slow, with only two apartments sold in Q2, and financing remains challenging for buyers.
The letting process for the Timber Pioneer project in Frankfurt is slow, with 4,000 square meters still available.
The hotel segment's output decreased compared to the previous year due to the absence of extraordinary events.
There is a potential delay in the Bochner area project in Munich due to a legal objection.
Lead times for signing office leases have extended significantly, impacting the leasing process.

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

UBMV.VI - UBM Development AG
Half Year 2025 UBM Development AG Earnings Call
Aug 28, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good day ladies and gentlemen, and a warm welcome to today's earnings call of the UBM Development Aggie, following the publication of the first half year figures of 2025.

We are delighted to welcome the CEO Thomas Winkler and the CFO Patrick Tatter, who will speak in a moment and guide us through the presentation and the results. After the presentation, we will move on to an analyst's Q&A session. As an institutional investor, we would like to invite you to contact UBM Development A directly after the earnings call to clarify any questions you may have.

We are looking forward to the results, and having said this, Mr. Winkler, please, the stage is yours.

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