Catena AB (publ) (CATE) Q2 2026 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:01.438 -- 00:00:05.661 Welcome to the conference call. For the first part of the conference call, the participants 00:00:05.661 -- 00:00:09.985 will be in listen-only mode. During the questions and answer session, participants are 00:00:09.985 -- 00:00:13.848 able to ask questions by dialing star 5 on their telephone keypad. 00:00:13.848 -- 00:00:16.490 Now I will hand the conference over to the speakers. 00:00:16.490 -- 00:00:18.951 Please go ahead. 00:00:20.854 -- 00:00:27.357 Hi and very welcome to Katana's presentation for the Q2 report. 00:00:28.968 -- 00:00:34.272 The agenda is, as always, first a summary, then a business overview, 00:00:34.272 -- 00:00:39.636 some updates from the business, some sustainability numbers, the financial 00:00:39.636 -- 00:00:44.679 update, a takeaway from today, and then we end up with some Q&A, 00:00:44.679 -- 00:00:46.461 hopefully. 00:00:46.461 -- 00:00:51.539 First of all, a summary of the Q2 report. We report 00:00:51.539 -- 00:00:57.040 the 17% increase in rental income ended up at the 00:00:57.040 -- 00:00:58.441 1,510,000,000 00:00:58.441 -- 00:01:05.002 SEX driven mostly by acquisitions, but also by our CPI-linked contracts. 00:01:05.002 -- 00:01:10.183 Profits from property management increased by 14% in total, and per share, 00:01:10.183 -- 00:01:15.344 it was up 5.2%. Isolated for the second quarter, the 00:01:15.344 -- 00:01:19.345 increase per share was up 10.9%. 00:01:20.138 -- 00:01:25.620 Our NRV came in at 461.28 SEC. 00:01:25.842 -- 00:01:31.306 The balance sheet is still solid with an LTV at 44.5%. 00:01:31.306 -- 00:01:37.510 And the 1st of July, we disposed the portfolio to MSS, which leads to 43.9% 00:01:37.510 -- 00:01:41.592 in LTV as we speak. 00:01:41.592 -- 00:01:45.554 The occupancy rate h...