Montea Comm. VA (0LBY) Q2 2026 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.131 -- 00:00:05.175 Good morning, ladies and gentlemen, and thank you for joining our webcast this 00:00:05.175 -- 00:00:06.857 morning. 00:00:06.857 -- 00:00:12.061 The first half of the year demonstrates that Mantea Strategy is working exactly 00:00:12.061 -- 00:00:17.765 as intended. As momentum picks up across our markets, we see our clients 00:00:17.765 -- 00:00:20.127 taking strategic decisions, 00:00:20.127 -- 00:00:25.231 translated directly into leasing activity, investments, developments, and 00:00:25.231 -- 00:00:30.446 earnings growth. As in every quarter, I'm pleased to present these results together 00:00:30.446 -- 00:00:34.428 with our CFO, Els, and our investor relations manager, Inna. 00:00:34.428 -- 00:00:39.469 Els and I will take you through the results, after which Inna will lead 00:00:39.469 -- 00:00:42.349 the Q&A session. 00:00:42.349 -- 00:00:48.490 Our APS remains fully on track with 5% year-on-year 00:00:48.490 -- 00:00:52.511 increase underpinned by a strong 2.8% rental 00:00:52.511 -- 00:00:57.692 growth. Our portfolio as well as our development pipeline have seen exceptional 00:00:57.692 -- 00:01:03.554 leasing momentum with 255,000 square meters let, 00:01:03.554 -- 00:01:09.555 re-let, securing an average rental uplift of not less than 16%. 00:01:10.150 -- 00:01:15.031 This progress means that we have now secured 95% 00:01:15.032 -- 00:01:20.034 of track 27, bringing us within reach of the 1.15 00:01:20.034 -- 00:01:25.216 billion target we set ourselves. At the same time, we have fully secured 00:01:25.216 -- 00:01:28.685 the funding required to deliver this growth. 00:01:28.685 -- 00:01:33.867 With both investment and financing largely locked in, we have a clear runway for future 00:01:33.867 -- 00:01:38.528 earnings ...