Sk Reit Co. Ltd. · KRX:395400
Sk Reit — Samsung Securities Corporate Day (April 2025)
29 slides from Sk Reit's conference presentation, April 2025
Slide 1: Corporate Day Presentation
SK REIT Apr. 2025 삼성증권 Corporate Day Presentation
Slide 2: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025
Slide 3: 조 천 억원 1.4 조원 AA- 월, 월, 월, 월 32.1% 36.4% 개 8.16%
SK REIT IR Presentation, Apr. 2025 4 4 조 천 억원 1.4 조원 AA- 3 6 9 12 월, 월, 월, 월 32.1% 36.4% 120 개 8.16% 1.2 % 5.97 % 3
Slide 4: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 +30.8% +24.3% +23.3% +9.9% +5.5% +4.5% 4
Slide 5: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 C&C T맵모빌리티 그린캠퍼스 5
Slide 6: SK리츠 KRX TOP10
SK REIT IR Presentation, Apr. 2025 1.4 1.3 3,000 100% 1.2 1.1 90% 2,500 1.0 80% 0.9 70% 0.8 2,000 0.7 60% 0.6 1,500 50% 0.5 40% 23.12.28 SK리츠 KRX TOP10 KOSPI 24.12.30 1,000 30% 20% 500 △ △ 10% - 0% 2022 2023 2024 매출액 EBITDA Margin 6
Slide 7: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 7
Slide 8: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 8
Slide 9: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 9
Slide 10: Debt maturity schedule
SK REIT IR Presentation, Apr. 2025 종로타워 U타워 회사채 CB 6,582 2025 2,448 1,544 1,950 640 (24%) 수처리센터 회사채 CB 8,784 2026 6,703 1,850 231 (32%) 서린빌딩 주유소 회사채 2027 4,418 4,297 2,000 10,715 (39%) 회사채 2028 1,400 1,400 (5%) 10
Slide 11: LTV
SK REIT IR Presentation, Apr. 2025 5.0 4.5 4.0 3.5 3.0 LTV 부채비율 70% 250% 2.5 200% 65% 150% 2.0 100% 60% 1.5 50% '24.2Q '25.1Q '25.4Q(E) '26.4Q(E) '27.4Q(E) '28.4Q(E) 55% 0% 1 2 1 2 11
Slide 12: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 3.22 2.81 … 1.77 1.44 0.90 1994 2005 2010 2020 2024 12
Slide 13: Appendix
SK ‘eit skMzag ies, Appendix 01 SKelx of64 02 AE Mieetet 03 EEA @oHE O4 eH stet 05 Xhe MIB 06 ASEH 07 A2piAb 08 S355R aos: 09 FA Solos \ \\ aN ANWANY \\ \\ NN NUNN NEE NERNEY \ \\ \\ \
Slide 14: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 14
Slide 15: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 15
Slide 16: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 16
Slide 17: Area and occupancy by building
SK REIT IR Presentation, Apr. 2025 (면적, 평) (임대율, %) 50,000 100% 40,000 80% 30,000 60% 50,000 32% 20,000 40% 40,000 25% 10,000 20% 30,000 20% 18% - 0% 서린빌딩 주유소 U타워 종로타워 수처리 C타워 20,000 10,000 2% 2% 연면적 임대율 1% - 2025 2026 2027 2028 2029 2030 2031 2032 2033 60,000 31% 40,000 21% 18% 18% 20,000 6% 1%1% 1
Slide 18: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 +30.8% 18
Slide 19: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 +18.9% 19
Slide 20: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 +9.9% 20
Slide 21: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 +5.5% 21
Slide 22: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 +24.3% 22
Slide 23: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 JC IC IC IC JC IC IC JC JC IC +4.5% 23
Slide 24: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 24
Slide 25: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 25
Slide 26: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 26
Slide 27: SK REIT IR Presentation, Apr. 2025
SK REIT IR Presentation, Apr. 2025 27
Slide 28: o|ArO|SIEtPHa|MEALETESLAH)
o|ArO|SIEtPHa|MEALETESLAH) MBS'SA SF MSHS 136, 15S(EHAS 17h, Drolawel) TEL. 02-6353-7070 FAX. 02-6353-7099
Slide 29: Disclaimer
DISCLAIMER + BARS SKEIALS FARSI AMHEISIA) OAAIO PERE FSAEASAL SASL OlOp “A 2|A")'S A 7HOf| 1StO} ApgSt ZIQILIC. + EA OS A] FOMBOR Chat PEAS SAS, = Ato] OS 3! Ooi 47} BOA? | wHSILICH. + A X}BO| SAO 74 [AOI] CHSt O/SHS O|TIAT SHS OBA, = Apes O|SALS| EAP LALA Boll Cot 2 Ate OBS SAOe Ary 1 242 OF EILICE
SK REIT — Samsung Securities Corporate Day (April 2025) on 6ix