Slide 1: Interim report Q2 2026
Interim report Q2 2026 9 July 2026 External
Slide 2: Logistea in numbers
Logistea in numbers A leading Nordic Q2 2026 light industrial and logistics company 3% 1% Nasdaq Mid Cap 97.0% 4% 4% 2% A and B share Economic occupancy rate 10% Lettable area per ~17.6 BSEK 6.8% 13% country 62% Property value Net initial yield (a) 170 8.8 years 3% 1% No. of properties Lease duratio
Slide 3: Highlights H1 2026
Highlights H1 2026 622 MSEK 559 MSEK 313 MSEK 0.61 SEK +22% +23% +27% +20% Income NOI PFPM PFPM per share 1.4 BSEK 22 MSEK +13 % 517 MSEK Acq. properties Net lettings PFPM per share in Cash balance end in H1 2026 earnings capacity YTD of period 3
Slide 4: Expansion timeline
Expansion timeline Property value development and net initial yield 20000.0 Q2 2026 10.0% 18000.0 17.6 BSEK 9.0% Avg. Interest Future growth through: 16000.0 Net initial yield 8.0% • Single asset acquisitions • Portfolio acquisitions Property value 14000.0 7.0% 6.8% • Capex investments in existing p
Slide 5: Transactions in Q2 2026
Transactions in Q2 2026 Helsinki - Vantaa Turku Purchase price: 142 MSEK Purchase price: 114 MSEK Rental value: 10.7 MSEK Rental value: 10.6 MSEK Lettable area: 6,078 sq.m. Lettable area: 9,069 sq.m. WAULT: 8 + 4 yrs WAULT: 3 yrs Closing: Prel. Q3 2026 Closing: June 2026 Tenant: Fully leased to lead
Slide 6: Transactions in July 2026
Transactions in July 2026 Tampere & Oulo Purchase price: 145 MSEK Rental value: 11.6 MSEK Lettable area: 10,469 sq.m. WAULT: 7 yrs Closing: Q3 2026 Tenant: Fully leased to Vianor Oy 6
Slide 7: 2026 YTD acquisitions totalled 1.7 BSEK
2026 YTD acquisitions totalled 1.7 BSEK with an average yield of 7.3% Closed during H1 Closing Q3 YTD Signed Q4 Q1 Q4 Q4 Q1 Q2 Q2 Q3 Closed Q1 Q1 Q1 Q1 Q1 Q2 Q3 Q3 Trollhättan Deal Karlskrona EIG Oulu DSV Turku Sub-total Vantaa Vianor Total Växjö Country Sweden Sweden Sweden Finland Sweden Finland F
Slide 8: Lockryd Industrial Park
Lockryd Industrial Park • The zoning plan gained legal force in March (2026). • Logistea has called on the option to acquire the land, totalling some 732,000 sqm. In purchase agreement discussions with the municipality • The amount of building rights amounts to approx 470,000 sqm • Power supply agre
Slide 9: Run rate earnings capacity development
Run rate earnings capacity development Change 1 Jul 1 Oct 1 Jan 1 Apr 1 Jul Amounts in MSEK (1 Jul 26 – 2025 2025 2026 2026 2026 1 Jul 25) 1.40 1.32 1.33 Investment properties 1.20 1.16 1.18 1.12 1.05 Rental value 1,087 1,107 1,143 1,267 1,283 1.00 1.00 0.91 0.90 0.90 0.94 Vacancy -34 -33 -36 -38 -3
Slide 10: Strong tenants diversified across industries and regions
Strong tenants diversified across industries and regions Tenant Industry ~94% of exposure in the Nordics diversification diversification NOI NIY WAULT Share of rental income Share of rental income Sweden 57% 6.3% 8.4 5% Other 6% Packaging 6% Food Industry Norway 23% 7.1% 9.2 10% E-commerce 54% Other
Slide 11: Long-term asset commitments reflected in contract structure
Long-term asset commitments reflected in contract structure Key figures High visibility in future rental income ~98% ~97% 7.1% 8.8 82.9% CPI-indexed Occupancy Valuation Years Contractual rent leases rate yield wault maturity profile Net letting Jan-Jun Apr-Jun Jul-Jun Jan-Dec Amounts in MSEK 2026 20
Slide 12: Financials
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Slide 13: Earnings and profit (SEKm)
Earnings and profit (SEKm) Income Net operating income Profit from property management • Operating margin 700 1,136 1,194 400 545 578 600 1,046 1,084 1,200 600 1,002 1,200 512 amounted to 91.1% (91.1) 1,027 1,079 700 350 849 1,000 977 430 500 and adjusted operating 941 600 1,000 890 389 margin amoun
Slide 14: Access to a variety of funding sources
Access to a variety of funding sources Debt composition Capital maturity Key metrics 9.0% 0.2% Currency Volume, Maturity, Gross Hedge Loan-to-value 50.2% MSEK years LTV, % ratio, % Bank SEK 6,042 2.4 55.7 87.8 Secured loan-to-value 45.5% Bond Other NOK 2,045 2.5 52.7 43.9 Equity ratio 42.9% DKK 440
Slide 15: Debt portfolio update
Debt portfolio update Fourth quarter 2025 vs. second quarter 2026 comparison 31.12.2025 30.06.2026 • Strong lender demand Loan Avg. Loan Avg. from Nordic banks and Debt amount maturity amount maturity growing interest from new portfolio (SEKm) Margin % All in % Amort % yrs (SEKm) Margin % All in % A
Slide 16: Financial targets and risk limitations
Financial targets and risk limitations >15% avg. growth in PFPM/sh >15% avg. growth in NRV/sh over five-year period over five-year period 80% 1.4 80% 19.0 Outcome 58% 17.0 60% 1.2 54% 60% 1.0 Outcome 15.0 40% YoY: 11% 32% 40% 0.8 27% 18% 41% 33% 24% 13.0 13% 16% 11% 14% 14% 11% 20% 5-year avg: 11% 0
Slide 17: Outlook
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Slide 18: We are well positioned to continue executing on our strategy
We are well positioned to continue executing on our strategy Record period with 1.4 bn transacted and net letting of 22 million SEK Access to attractive funding sources supportive of growth strategy Dry powder for investments – almost 520 msek cash balance Continued full ESG commitment 18
Slide 19: Q&A
Q&A
Slide 20: Appendix
Appendix
Slide 21: Consolidated income statement
Consolidated income statement MSEK Jan-Juni 2026 Jan-Juni 2025 Comment 2.2% Like-for-like excl. rent supplements, Rental income 622 511 2.2% excl. currency effects 13.5% Like-for-like, Property costs -63 -55 13.4% excl. currency effects 1.3% Like-for-like, Net operating income 559 456 1.3% excl. cur
Slide 22: Consolidated balance statement
Consolidated balance statement MSEK Juni 2026 Dec 2025 Comment Goodwill 1,100 1,025 Property value 17,646 10,233 sek/sqm 15,729 9,742 sek/sqm Derivatives 56 35 Other assets and receivables 255 210 Cash and bank balances 517 485 Total assets 19,574 17,484 Equity 8,388 7,854 EPRA NRV 17.8 SEK/share (1
Slide 23: Ownership and share performance
Ownership and share performance Share price performance Largest owners Average daily SEK turnover L30D, MSEK Name LOGI B Capital, % Votes, % 19 70 1 Nordika 73,628,370 14.41 14.41 18 60 17 2 Rutger Arnhult 55,661,934 10.90 10.90 16 50 3 Länsförsäkringar Fonder 50,750,000 9.94 9.94 15 40 4 Fourth Swe
Slide 24: End
End