Azrieli Group Ltd (XTAE:AZRG)

Q3 2025 Azrieli Group Ltd Earnings Call Transcript

Nov 26, 2025 / 09:00 AM GMT

Release Date Price: ₪333.4 (-0.15%)

Transcript

Key Points

Positve

Azrieli Group Ltd (AZRGF) reported a record NOI with a 12% year-over-year increase, driven primarily by the data center segment.
The mall segment showed strong performance with a 99% occupancy rate and a 4% increase in store sales compared to the previous year.
The company has successfully leased around 80% of the space vacated by Meta in the Sarona Tower, with strong demand from high-tech companies.
Azrieli Group Ltd (AZRGF) continues to invest heavily in its asset portfolio, with significant investments in properties in Israel and data centers in the UK, Germany, and Norway.
The senior housing sector is expected to see a significant increase in FFO with the opening of a new senior home in Ronion in December 2025.

Negative

FFO excluding senior housing showed a slight decrease of about 3%, attributed to increased financing expenses and one-time items related to data center operations.
The senior housing sector experienced a 7% decline in FFO due to a decrease in the inventory of available apartments for sale.
The office segment was impacted by the departure of a large tenant, Meta, although this was partially offset by a one-time compensation payment.
There was a slight decline in the data center segment's NOI quarter over quarter, attributed to foreign currency exchange rates.
The comprehensive profit for the quarter was lower compared to the same quarter last year, impacted by losses from translation differences due to currency fluctuations.

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

AZRG.TA - Azrieli Group Ltd
Q3 2025 Azrieli Group Ltd Earnings Call
Nov 26, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to Ali Group 3rd quarter 2025 conference call for global investors.

At this time, all participants are in listen-only mode. After the speaker's presentation, there will be the question-and-answer session. With us today are Ms. Danazrile, chairwoman and interim CEO, and Arielle Goldstein, CFO. To ask a question during the session, you need to slowly press 11 on your telephone keypad. You wouldn't hear an automatic message advising your hand is raised.

This conference call will be accompanied by a slide presentation. It can be found on the Israeli site www.issraeligroup.com on the investors relations page at the Media Room Presentations, and the financial reports can be found

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