Replay available

Montea Comm. VA (0LBY) Q1 2026 Earnings Call

Montea Comm. VA (LSE: 0LBY) Q1 2026 earnings conference call, held 2026-05-08. Replay captured from the company's public earnings webcast.

Fri, May 8, 2026 at 5:00 AMendedReplay
Montea Comm. VA (0LBY) Q1 2026 Earnings Call

Hosted by

Featured presenters

Steven Baumann

Analyst

Viviane Maquette de Groote-Peterkamp

Investor

John Wong

Analyst, Van Lanschot Kempen

Investor webinar replay

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Replay transcript excerpt

WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0425b-4a78-7c60-91ca-6048f0eb3b1a Created: 2026-08-27T08:34:38.202Z Duration: 2395.944 Channels: 1 00:00:00.000 -- 00:00:03.040 Ladies and gentlemen, good morning, and thank you 00:00:03.040 -- 00:00:04.480 all for joining 00:00:04.480 -- 00:00:05.200 our 00:00:05.359 -- 00:00:08.160 Montea Q1 results presentation. 00:00:08.720 -- 00:00:12.960 The first quarter shows strong operational performance with 00:00:12.960 -- 00:00:15.120 April earnings up 6% 00:00:15.525 -- 00:00:18.244 per share, like for like rental growth of 00:00:18.244 -- 00:00:19.445 2.7% 00:00:19.445 -- 00:00:20.965 and occupancy 00:00:20.965 -- 00:00:22.805 still at a very healthy 00:00:23.045 -- 00:00:25.125 99.6%. 00:00:25.685 -- 00:00:28.884 We also signed or renewed around 30,000 00:00:28.884 -- 00:00:30.325 square meters of leases 00:00:30.660 -- 00:00:34.100 at an average 20% rent uplift, which is 00:00:34.500 -- 00:00:36.739 not a bad way to start the year. 00:00:36.980 -- 00:00:39.300 Track twenty seven remains firmly on track with 00:00:39.300 -- 00:00:40.260 88% 00:00:40.260 -- 00:00:42.980 of the targeted investment volume already secured, 00:00:43.605 -- 00:00:46.885 started or under exclusive negotiations supported by a 00:00:46.885 -- 00:00:48.485 disciplined balance sheet. 00:00:48.885 -- 00:00:50.965 So in short, growth is moving, and the 00:00:50.965 -- 00:00:53.925 portfolio is almost fully led, and our space 00:00:53.925 -- 00:00:56.405 for growth is proving to be more than 00:00:56.405 -- 00:00:58.250 just a good tagline. 00:00:58.489 -- 00:01:01.290 As every trimester, I'm more than happy to 00:01:01.290 -- 00:01:02.010 present 00:01:02.250 -- 00:01:06.250 these results together with our CFO, Els, 00:01:06.250 -- 00:0...