Aedifica reports above-budget H1 earnings, confirms full-year outlook

Published 30/07/2025, 08:22
© Reuters.

Investing.com -- Belgian healthcare real estate company Aedifica on Wednesday reported first-half earnings above its budget but only maintained its full-year guidance despite the strong performance.

The company posted EPRA earnings per share of €2.59 for the first half of 2025, representing a 4% year-over-year increase. This result exceeded the company’s internal budget projections.

Despite the strong first-half performance, Aedifica confirmed rather than raised its full-year 2025 guidance, maintaining its forecast for EPRA earnings of €238 million, or €5.01 per share, which represents a 1.5% increase from the previous year.

The company also reaffirmed its dividend target of €4.00 per share for 2025.

First-half rental income grew 9% year-over-year to €180.8 million, with like-for-like rental growth of 3.0%, primarily driven by a 2.5% indexation impact.

The company maintained a strong EPRA occupancy rate of 99.9% at the end of June 2025, unchanged from December 2024.

Aedifica’s portfolio value increased by 0.46% on a like-for-like basis during the first half of 2025, with valuation changes varying by country from +1.4% in the Netherlands to -0.1% in Germany, which was the only country reporting a decrease.

The company’s EPRA Net Tangible Assets per share rose 2.3% year-over-year to €75.10, though this represented a 2% decrease from December 2024 following dividend payments. The EPRA Net Initial Yield increased by 20 basis points compared to December 2024, reaching 5.5%.

During the first half of 2025, Aedifica acquired six Finnish assets for €38 million and added 11 new projects worth €84 million to its investment program.

The company’s total development pipeline currently stands at €178 million with a net initial yield of approximately 6.5%.

The company’s debt-to-assets ratio was 42.4% at the end of June 2025, up 60 basis points year-over-year, while its EPRA loan-to-value ratio decreased by 30 basis points to 41.1%.

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