Montea Comm. VA (0LBY) Q2 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.337 Good morning, ladies and gentlemen. Thank you all for joining our 00:00:05.337 -- 00:00:10.362 half-year analyst and investor call. I hope you've had a great summer 00:00:10.362 -- 00:00:15.067 because we are ready to present to you some sunny results. 00:00:15.067 -- 00:00:20.072 As always, I am joined by my two colleagues, Els Verwaake, 00:00:20.072 -- 00:00:25.137 our CFO, and Ina Maslova, our investor relations manager. 00:00:25.137 -- 00:00:29.562 Together, we will guide you through our strong results. 00:00:29.562 -- 00:00:33.727 With Els, I will start by sharing the key highlights. 00:00:33.727 -- 00:00:38.693 I will then give you an update on our growth, and then Ina will walk you through both 00:00:38.693 -- 00:00:43.999 our portfolio and our markets. Els will return with what you are probably 00:00:43.999 -- 00:00:49.005 most eager to hear, our outlook, and I will close with an update on the progress 00:00:49.005 -- 00:00:51.468 of our ESG targets. 00:00:51.468 -- 00:00:54.912 Finally, as always, we look forward to your questions. 00:00:54.912 -- 00:00:58.908 Ina will lead us through the Q&A session. 00:00:58.908 -- 00:01:01.675 Let's start with the highlights. 00:01:01.675 -- 00:01:05.960 As you see at Montea, all lights are on green. 00:01:05.960 -- 00:01:11.726 We are advancing on our growth. We now reach 3 billion euros portfolio. 00:01:11.726 -- 00:01:13.628 We have 150,000 00:01:13.628 -- 00:01:19.274 square meters that we have either signed in new leases or renegotiated leases. 00:01:19.274 -- 00:01:23.099 And we were able to increase the rents by 6% on those leases. 00:01:23.099 -- 00:01:28.204 And we have the highest occupancy rates of all 00:01:28.204 -- 00:01:33.290 logistic players in the continent. So, Els, t...