Swedish Logistic Property Ab Class B · OMXSTO:SLP_B
Swedish Logistic Property Ab Class B — FY2025 Earnings Presentation
17 slides from Swedish Logistic Property Ab Class B's earnings presentation, Feb 5, 2026
Slide 1: Year-End Report Jan-Dec 2025, Presentation
YEAR-END REPORT JAN-DEC 2025, PRESENTATION ”A strong year with record growth” Filip Persson, CEO Tommy Åstrand, Board member & acting CFO
Slide 2: Agenda
Agenda 1 Summary of January to December -25 2 About SLP 3 Property Portfolio 4 Financial Development 5 Summary 6 Q&A Swedish Logistic Property – Year end Report January – December 2025, presentation 2
Slide 3: Summary of January to December 2025
Summary of January to December Summary of January to December -25 Rental income Net operating income Profit from property management Loan-to-value ratio +43 % +46% +46% 47.9 % SEK 1,015 m (710) SEK 891 m (610) SEK 583 m (398) Profit from property management per share Property value acquisitions Sust
Slide 4: About SLP
About SLP About SLP Business concept and goals Property portfolio as of Q4 2025 Geographical presence ▪ SLP – Swedish Logistic Property – shall acquire, develop and manage logistic properties with a focus on sustainability. 127 Number of properties ▪ Overarching goal – Generate an average annual gro
Slide 5: Property portfolio: Transactions
Property portfolio Transactions Acquisition of properties for development is a key part of SLP’s growth strategy Transaction volume and number of transactions, SEK m 5 000 16 4 089 Acquired properties 4 000 3 000 2 043 2 171 2 000 1 504 1 747 1 288 1 000 506 -1 000 0 -144 -9 341 tsqm 2019 2020 2021
Slide 6: Property portfolio
Property portfolio Property portfolio The property portfolio consists of investment properties, development properties, building rights and ongoing projects Property management Property development Projects Building rights [Insert picture] [Insert picture] [Insert picture] [Insert picture] Terminale
Slide 7: Ongoing projects
Property portfolio Ongoing projects > SEK 25 m Ongoing projects add value to the property portfolio through new construction, renovations and extensions Tröinge 6:124 Investments, SEK m 1,308 New construction 960 Major ongoing projects > 25 SEK m 596 Energy-saving projects 465 Other projects 282 249
Slide 8: Tenants
Property portfolio Tenants Stable CPI-indexed rental income from large tenants with long leases 10 largest tenants 97% Letting ratio 10 largest tenants, share of annual rent 37% Other tenants, share of annual rent 100% Indexed annual rent 63% SEK 6.8 m Net leasing income 0 6.8 years Remaining lease
Slide 9: Sustainability
Property portfolio Sustainability Goal attainment for targets that are monitored and reported on a quarterly basis Sustainability framework Key performance indicators 2025 2024 Goal Planet Installed effect in solar cell systems, MWp 21.9 17.9 25 MWp by 2027 Climate-neutral projects, no. 3 2 3 cases
Slide 10: Goals and outcome
development Goals and outcome Financial Overarching goals Financial risk limitations Generate an average annual growth of at least 15% per share in net asset Minimum interest cover of 2.5 x value (NAV) and profit from property management. Maximum long-term loan-to-value ratio of 55% Minimum equity/a
Slide 11: Current earnings ability
development Current earnings ability Financial Current earnings ability excl. ongoing construction projects > SEK 25m Current earnings ability excl. major ongoing projects Current earnings ability, SEK m SEK m 01/01/2026 01/01/2025 01/01/2024 01/01/2023 01/01/2022 31/12/2020 31/12/2019 1 025 Rental
Slide 12: Income, expenses and profit
development Income, expenses and profit Financial Income, expenses and profit Rental income and net operating income Profit from property management Statement of comprehensive income 2025 2024 2025 2024 +43% +46% SEK m Oct-Dec Oct-Dec Jan-Dec Jan-Dec Rental income 271 194 1,015 710 1 015 Property co
Slide 13: Statement of Financial Position
development Statement of Financial Position Financial Statement of Financial Position Statement of financial position in summary Value growth of investment properties SEK m 31/12/2025 31/12/2024 ASSETS Change in investment properties SEK m Non-current assets 18,491 Investment properties 18,491 13,48
Slide 14: Financing - only secured bank financing with Nordic banks
Financing - only secured bank financing development Financial with Nordic banks Loan portfolio 3,0 2,7 4,2% 4,1% 2,5 2,3 4,0% 1.32% Average credit margin 2,0 1,7 1,8 1,7 1,8 3,8% 1,5 3,8% Proportion of loans with interest rate hedging via 1,0 3,5% 3,6% 60% derivatives 0,5 3,4% 0,0 3,2% 2023-12 2024-
Slide 15: Shareholders as of December 2025
Shareholders as of 31 December 2025 Shareholders as of 31 December 2025 No. of shares Proportion of Class A Class B Total Share capital Voting rights Erik Selin through companies 14,551,535 16,242,780 30,794,315 11.0 20.5 Peter Strand through companies 12,281,125 14,687,885 26,969,010 9.6 17.5 Mikae
Slide 16: Summary
Summary Summary Net asset value (NAV) per share Profit from property management per share 33,7 2,23 29,4 +15% 1,68 25,3 +16% 22,1 1,52 +15% 18,3 1,13 +21% +65% 11,1 5,6 +97% 2019 2020 2021 2022 2023 2024 2025 2022 2023 2024 2025 Net asset value (NAV) per share after dilution, SEK Profit from propert
Slide 17: Questions?
YEAR-END REPORT JAN-DEC 2025, PRESENTATION Questions? info@slproperty.se This presentation has been prepared by Swedish Logistic Property AB (“SLP” or the “Company”) solely for use at this presentation and is furnished to you solely for your information and may not be reproduced or redistributed, in
Swedish Logistic Property — FY2025 Earnings Presentation on 6ix