Klepierre stock rises on strong FY24 results and upbeat FY25 guidance

Published 13/02/2025, 11:42
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Investing.com -- Shares of Klepierre (EPA:LOIM) (EPA:LI) climbed 2% today as the company reported robust financial results for the fiscal year 2024, surpassing its own net current cash flow (NCCF) per share guidance and beating both analysts’ estimates and Bloomberg consensus.

The French real estate company announced a net rental income of €1,066 million, a 6% increase year-on-year (YoY), bolstered by like-for-like (LFL) rental growth of 6.3%. This growth outpaced the LFL retailer sales growth, which stood at 4% for the year.

Earnings before interest, taxes, depreciation, and amortization (EBITDA) also saw a healthy rise, jumping 7% YoY to €985 million. The adjusted NCCF per share reached €2.60, which is 3% higher than the company’s estimate and 2% above the Bloomberg consensus, as well as exceeding the company’s revised guidance of €2.55 provided in the third-quarter results of 2024. The proposed dividend per share (DPS) increased by 3% YoY to €1.85, aligning with the forecast and reflecting a dividend payout ratio of 71%.

Looking ahead to fiscal year 2025, Klepierre has provided guidance that suggests further growth. The company anticipates a minimum 3% increase in EBITDA, supported by the positive impacts of acquisitions, developments, and additional revenues.

The EPS is expected to be slightly higher, ranging between €2.60 and €2.65, which is 3% above the company’s estimate and 1% higher than the Bloomberg consensus at the midpoint of the range.

Management emphasized during the earnings call that the guidance does not factor in potential disposals or acquisitions, as the company typically does not include these in their forecasts. However, they also noted that the earnings guidance is conservative and is more likely to reach the higher end of the spectrum.

In response to these results, Barclays (LON:BARC) analysts commented, "In our view, there is upside potential from here: EPS should grow 2% organically (higher end) plus more upside potential if accretive acquisitions are found."

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