Carmila Sas (CRMIF) Q2 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.925 -- 00:00:04.952 Welcome to the Carmilla H1 2025 results presentation. 00:00:04.952 -- 00:00:09.499 For the first part of the conference call, the participants will be in listen-only mode. 00:00:09.499 -- 00:00:14.567 During the questions and answers session, participants are able to ask questions by dialing 00:00:14.567 -- 00:00:20.116 pound key 5 on their telephone keypad. Now I will hand the conference over to the speakers. 00:00:20.116 -- 00:00:25.605 Mary Cheval, Chair and CEO, Sebastian Van Hove, Deputy CEO, and Pierre-Yves Thirion, 00:00:25.605 -- 00:00:29.108 CFO. Please go ahead. 00:00:30.845 -- 00:00:33.687 Good evening, everyone. Welcome 00:00:33.687 -- 00:00:38.552 to Carmela's H1 2025 results presentation. 00:00:38.552 -- 00:00:43.696 Together with Sébastien Vanhoef, Deputy CEO, and Pierre-Yves Thirion, CFO, we 00:00:43.696 -- 00:00:48.758 are thrilled to present strong results for this semester. 00:00:49.641 -- 00:00:54.885 We are confirming once again our ability to deliver growth and value 00:00:54.885 -- 00:00:56.907 for shareholders. 00:00:56.907 -- 00:01:00.769 We have secured 467 new leases. 00:01:01.439 -- 00:01:08.130 This strong living activity contributes to our sustained growth in net rental income. 00:01:08.130 -- 00:01:13.960 What's striking is how this translates into even stronger recurring 00:01:13.960 -- 00:01:15.804 earnings growth. 00:01:15.804 -- 00:01:19.166 It has increased by 7.1% year-on-year. 00:01:20.291 -- 00:01:25.701 Indeed, we raise our 25 recurring appraised guidance to 1.79 00:01:25.701 -- 00:01:27.646 euros 00:01:27.646 -- 00:01:32.829 representing a 7% increase compared to 24. 00:01:32.931 -- 00:01:39.736 We will also launch tomorrow a new share buyback program of 10 million euros. 00:01:40.258 -- 00:...