Half Year 2025 Demire Deutsche Mittelstand Real Estate AG Earnings Call Transcript

Aug 14, 2025 / 08:00 AM GMT

Release Date Price: €0.675

Transcript

Key Points

Positve

DEMIRE Deutsche Mittelstand Real Estate AG (XTER:DMRE) successfully completed several property disposals, which will help reduce debt and improve the loan-to-value ratio.
The company reported strong growth in letting performance, leasing 2/3 more space compared to the previous year.
Operational progress was noted with a significant increase in the annualized contractual rent compared to the first quarter of 2025.
The company published an annual sustainability report highlighting a 40% reduction in company-owned carbon dioxide emissions.
There is potential to revise the full-year guidance upwards, indicating confidence in future performance.

Negative

Rental income for the first half of 2025 was approximately 22% lower compared to the previous period, primarily due to property disposals.
The APRA vacancy rate increased to 17.3%, partly due to Deutsche Telekom leaving spaces in Bonn.
The net loan-to-value ratio slightly increased to 42.4%, reflecting ongoing financial challenges.
Finance expenses increased significantly due to a €100 million shareholder loan from Apollo, impacting financial performance.
The company faced losses from fair value adjustments in properties and impairments on financial assets, affecting overall profitability.

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

DMRE.DE - Demire Deutsche Mittelstand Real Estate AG
Half Year 2025 Demire Deutsche Mittelstand Real Estate AG Earnings Call
Aug 14, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good morning everybody and welcome to our results presentation for the first half of 2025.

With me here is Demira CFO Tim Bruckner and our CIO Ralph Bonggas, and Julius Dinauer of our head of investor relations.

I'm sure many of you have already had the chance to review our results, which I would again characterize as solid.

In fact, based on our performance to date and current outlook, we see potential to raise our guidance for 2025.

Despite a still challenging economic environment and difficult real estate markets, we successfully completed several property disposals.

The proceeds will be used to further reduce

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