Nexity SA (LTS:0KB3)

Half Year 2025 Nexity SA Earnings Call (English, French) Transcript

Jul 24, 2025 / 04:30 PM GMT

Release Date Price: €9.55 (+0.10%)

Transcript

Key Points

Positve

Nexity SA (FRA:NQ9) reported a positive current operating profit of €6 million for H1 2025, marking a significant turnaround from a loss of €54 million in the previous year.
The company is ahead of schedule with its savings plan, achieving 92% of the targeted €100 million savings by 2025, surpassing the initial forecast of 75%.
First-time buyers are driving business activity, with a 45% increase in Q2 2025, supported by expanded loan schemes and favorable financing options.
Nexity SA (FRA:NQ9) has secured its financial structure through to 2028, with all 2025 bond maturities fully repaid, totaling €325 million.
Service properties are showing strong performance with high occupancy rates and growing portfolios, contributing positively to the company's profitability.

Negative

Total bookings are down 15%, reflecting reduced supply for sale and the end of the Pinel scheme for retail sales.
The commercial real estate market remains at the bottom of the cycle, with low order intake and declining office take-up in the Paris region.
The issuance of building permits has declined by 20% over the past 12 months, creating uncertainty for H2 2025.
Net debt increased by €68 million in the first half of 2025, reaching €388 million, although the company expects improvement by year-end.
The international business, particularly in Italy, has contributed to a slight worsening of the working capital requirement due to different booking practices.

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

NEXI.PA - Nexity SA
Half Year 2025 Nexity SA Earnings Call (English, French)
Jul 24, 2025 / 04:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good evening everyone.

Thank you for joining us on this webcast for the release of our 2025 half year results. As usual, I am joined this evening by Jean-Claude Bastien, deputy CEO of the group, and Pierre Henry. Group secretary general in charge of finance, I will share with you the key highlights of our H1 results and then Jean-Claude and Pierre Henry will go into detail on commercial activity and financial results. And of course, as always, you will have the opportunity to ask questions at the end of our presentation. Let's get started. With the key takeaways of this release, which clearly marks a turning point, firstly, a turning point in our return to profitability with a positive current operating profit for new next

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