Swedish Logistic Property Ab Class B · OMXSTO:SLP_B
Swedish Logistic Property Ab Class B — Q2 2026 Earnings Presentation
17 slides from Swedish Logistic Property Ab Class B's earnings presentation, Jul 9, 2026
Slide 1: Interim Report Jan-Jun 2026, Presentation
INTERIM REPORT JAN-JUN 2026, PRESENTATION ”Strong net letting and several major development projects” Filip Persson, CEO Tommy Åstrand, Board member & acting CFO
Slide 2: Agenda
Agenda 1 Summary of January to June -26 2 About SLP 3 Property Portfolio 4 Financial Development 5 Summary 6 Q&A Swedish Logistic Property – Interim Report January – June 2026, presentation 2
Slide 3: Summary of January to June -26
Summary of January Summary of January to June -26 to June Rental income Net operating income Profit from property management Loan-to-value ratio +24 % +25% +29% 48.7 % SEK 607 m (489) SEK 535 m (427) SEK 360 m (280) Profit from property management per share Property value acquisitions Sustainable fi
Slide 4: About SLP
About SLP About SLP Business concept and goals Property portfolio as of Q2 2026 Geographical presence ▪ SLP – Swedish Logistic Property – shall acquire, develop and manage logistic properties with a focus on sustainability. 131 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 3 4 089 Acquired properties 4 000 3 000 2 043 2 171 2 000 1 504 1 747 1 288 895 1 000 506 -1 000 0 -144 -9 122 tsqm 2019 2020 20
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 Äringen 4 Investments, SEK m New construction 1.308 Major ongoing projects > 25 SEK m 960 Energy-saving projects 595 Other projects 282 SEK 16.5 m
Slide 8: Tenants
Property portfolio Tenants Stable CPI-indexed rental income from large tenants with long leases 10 largest tenants 96% Letting ratio 10 largest tenants, share of annual rent Other tenants, 38% share of annual rent 100% Indexed annual rent 62% SEK 33.9 Net leasing income m 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 2026-06 2025-06 Goal Planet Output from installed solar panel systems, MWp 25.6 20.7 25 MWp by 2027 Environmentally certified area, %
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, SEK m Current earnings ability excl. major ongoing projects SEK m 01/07/2026 01/01/2026 01/01/2025 01/01/2024 01/01/2023 01/01/2022 31/12/2020 31/12/2019 1
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 +24% +29% 2026 2025 2026 2025 2025 SEK m Apr-Jun Apr-Jun Jan-Jun Jan-Jun Jan-Dec Rental income 311 253 607 489 1,015
Slide 13: Statement of Financial Position
development Statement of Financial Position Financial Statement of Financial Position Statement of financial position in summary SEK m 30/06/2026 30/06/2025 31/12/2025 Value growth of investment properties ASSETS Change in investment properties SEK m Non-current assets 19,716 Investment properties 1
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 3,9% 2,5 3,8% 3,8% 1.29% Average credit margin 2,0 1,8 1,7 1,8 1,8 3,7% 1,5 1,5 3,6% Proportion of loans with interest rate hedging via 1,0 3,5% 3,5% 3,5% 64% derivatives 0,5 3,4% 0,0 3,3% 2024-12
Slide 15: Shareholders as of 30 June 2026
Shareholders as of 30 June 2026 Shareholders as of 30 June 2026 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 10.9 20.4 Peter Strand through companies 12,281,125 14,687,885 26,969,010 9.6 17.4 Mikael Hofman
Slide 16: Summary
Summary Summary Net asset value (NAV) per share Profit from property management per share 35,3 1,28 33,7 29,4 +5% 1,08 +15% 25,3 22,1 +16% 0,80 0,77 18,3 +15% 0,66 +21% +65% 0,45 11,1 5,6 +97% 2019 2020 2021 2022 2023 2024 2025 2026-06 2021 2022 2023 2024 2025 2026 Jan-Jun Jan-Jun Jan-Jun Jan-Jun Ja
Slide 17: Questions?
INTERIM REPORT JAN-JUN 2026, 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
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