Replay available

Fastighets AB Balder (publ) (BALD_B) Q3 2025 Earnings Call

Fastighets AB Balder (publ) (STO: BALD_B) Q3 2025 earnings conference call, held 2025-10-28. Replay captured from the company's public earnings webcast.

Tue, October 28, 2025 at 2:45 AMendedReplay
Fastighets AB Balder (publ) (BALD_B) Q3 2025 Earnings Call

Hosted by

Featured presenters

Jonas Erickson

Head of Investor Relations

Erik Selin

CEO

Eva Vassberg

CFO

Jan Irfelt

Analyst, Kepler Cheuvreux

Fredrik Stensvid

Analyst, ABG Sundal Collier

Lars Norby

Analyst, SEB

Staffan Bulow

Analyst, Nordia

Andres Tum

Analyst, Green Street

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.182 Welcome to the Balder Q3 Report 2025. For the first part of the conference 00:00:05.182 -- 00:00:08.389 call, the participants will be in listen-only mode. 00:00:08.389 -- 00:00:13.541 During the questions and answers session, participants are able to ask questions by dialing 00:00:13.541 -- 00:00:18.692 pound five on their telephone keypad. Now I will hand the conference over to IR Jonas 00:00:18.692 -- 00:00:21.814 Erickson. Please go ahead. 00:00:25.833 -- 00:00:31.444 Good morning, everyone, and welcome to the run through of Baldur's Q3 results 00:00:31.444 -- 00:00:33.227 for 2025. 00:00:33.227 -- 00:00:37.735 With me in the room, I have Erik Selin, CEO, and Eva Vassberg, CFO. 00:00:37.735 -- 00:00:41.282 I'll hand over to Erik and Eva to run through some slides, and then we'll open up for 00:00:41.282 -- 00:00:43.282 questions. 00:00:43.433 -- 00:00:45.938 Thank you, Jonas. 00:00:45.938 -- 00:00:51.188 Looking at the big picture of Balder, this is kind of similar to how it looked 00:00:51.188 -- 00:00:55.333 last year. We have 54% RECI 00:00:55.557 -- 00:01:00.932 of the total portfolio value. That stands now, the portfolio 00:01:00.932 -- 00:01:06.225 value right now stands at 229 billion, rating SDPB 00:01:06.225 -- 00:01:10.475 flat from S&P, 95% occupancy 00:01:10.475 -- 00:01:15.844 and a very good liquidity position of 24 billion. 00:01:16.255 -- 00:01:21.625 Looking in more specifically to the Q3 numbers you can see a rental income 00:01:21.625 -- 00:01:27.111 increase as well as NOI increase of 7%. Profit 00:01:27.976 -- 00:01:33.046 from property management per share only 2% up but 00:01:33.046 -- 00:01:37.434 looking at earnings capacity it's 8% 00:01:37.434 -- 00:01:42.718 better than the same period last year. And...