Unite Group Plc (UTG) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Great, good morning, good morning everyone and thank you all for joining us today for our off-year results. Today in addition to our updates on performance, today's presentation will start with a deeper focus on strategy and we will update you on our key initiatives which are enhancing our position as a home for students at the UK's strongest universities and how that's really then driving and impacting our financial performance. Karen will then take you through our operations including what we've been doing to drive income. So before talking about the past six months I just wanted to explain our vision at Unite. Our business model is to provide modern accommodation to students at the very best universities across the UK. For these universities demand from students significantly exceeds the supply of places and at these universities are at the heart of our major cities where land is scarce, most new development is not viable, supply is tight and it's probably getting tighter and we'll explain how we're sharpening our focus on these top universities through our disposal and investment programs and how our leading operating platform enables us to deliver higher occupancy at a lower cost than other providers. So looking forward our focus is growth both organically through rental growth across the portfolio and externally through partnerships and winning share from the HMO market. It's been a busy first half and it's an exciting transition. We're improving the operational performance, we're delivering the portfolio of the future and we're fully focused on making this happen and we'll update you on our progress that we've been making today. So let me start on that focus of being the home for students at the UK's strongest universities. These universities continue to excel...