Logistri Fastighets AB (publ) interim report January - September 2026

Källa: MFN
Positiv

Sammanfattning

Logistri Fastighets AB rapporterar en stabil utveckling under Q3 2026. Bolaget meddelar att Hitachi Energy utnyttjar sin option att förvärva fastigheter i Ludvika för cirka 683 MSEK, vilket förväntas ge en projektvinst om cirka 120 MSEK.

Analys

Bolaget visar en stabil intäkts- och resultatutveckling under Q3 2026. Den nya informationen om Hitachi Energys utnyttjande av optionen att förvärva fastigheter i Ludvika är en betydande positiv katalysator. Detta skapar en stor förvärvskapacitet som möjliggör fortsatt tillväxt och närmar bolaget sitt långsiktiga mål.

VD-ord

VD-ordet kunde inte hämtas eller analyseras.

Nyckeltal

Omsättning Q1-Q3 2026
162.0 MSEK
Resultat från fastighetsförvaltning Q1-Q3 2026
68.4 MSEK
Resultat per aktie Q1-Q3 2026
1.54 SEK
Omsättning Q3 2026
55.2 MSEK
Resultat från fastighetsförvaltning Q3 2026
22.4 MSEK
Resultat per aktie Q3 2026
0.76 SEK

Insikter

  • • Affären med Hitachi Energy är en betydande positiv händelse som stärker bolagets finansiella ställning.
  • • Bolaget närmar sig sina långsiktiga finansiella mål.
  • • Arbetet mot en notering på Nasdaq Main Market fortsätter.
Fundamental påverkan
Positiv

Försäljningen av fastigheterna i Ludvika till Hitachi Energy ger en projektvinst om cirka 120 MSEK och frigör cirka 683 MSEK i likvida medel, vilket ökar förvärvskapaciteten avsevärt.

Omfattning: 4/10Liten påverkan
0 · Ingen påverkan10 · Avgörande påverkan

Poängen visar omfattning, inte förväntad kursrörelse.

From value-creating projects to new growth opportunities The third quarter was characterised by continued stable development in the property portfolio. After the end of the quarter, Hitachi Energy announced that it will exercise its option to acquire the properties in Ludvika upon completion of the project in April 2027, which is expected to give Logistri a project profit of approximately SEK 120 m and net proceeds of approximately SEK 683 m. Together with additional loan financing, this creates an acquisition capacity of approximately SEK 1.6 billion for continued growth, with the goal of a property value of over SEK 5 billion and a profit from property management of over SEK 200 m by 2028. At the same time, work towards a listing on Nasdaq Main Market continues.

From value-creating projects to new growth opportunities The third quarter was characterised by continued stable development in the property portfolio. After the end of the quarter, Hitachi Energy announced that it will exercise its option to acquire the properties in Ludvika upon completion of the project in April 2027, which is expected to give Logistri a project profit of approximately SEK 120 m and net proceeds of approximately SEK 683 m. Together with additional loan financing, this creates an acquisition capacity of approximately SEK 1.6 billion for continued growth, with the goal of a property value of over SEK 5 billion and a profit from property management of over SEK 200 m by 2028. At the same time, work towards a listing on Nasdaq Main Market continues.

Summary for the period January - September 2026

  • Revenue increased by 22.5% to SEK 162.0 m (132.3)
  • Net operating income increased by 22.0% to SEK 149.4 m (122.5) and the surplus ratio was 92.2% (92.6)
  • Profit from property management increased by 4.1% to SEK 68.4 m (65.7), corresponding to SEK 0.71 per share (0.90)
  • Profit for the period increased by 41.6% to SEK 148.7 m (105.0), corresponding to SEK 1.54 per share (1.43)
  • Net asset value per share SEK 18.19 (17.36)

Summary for the quarter July - September 2026

  • Revenue increased by 18.0% to SEK 55.2 m (46.8)
  • Net operating income increased by 18.3% to SEK 51.2 m (43.3) and the surplus ratio was 92.7% (92.5)
  • Profit from property management decreased by 2.3% to SEK 22.4 m (22.9), corresponding to SEK 0.23 per share (0.31)
  • Profit for the period increased by 108.2% to SEK 73.3 m (35.2), corresponding to SEK 0.76 per share (0.48). The increased profit was mainly explained by positive unrealised changes in value of financial instruments of SEK 33.0 m (-2.8) and of investment properties of SEK 37.9 m (23.7)
  • Net asset value per share SEK 18.19 (17.36)

"We have shown that we can identify and execute large and complex transactions. With a significant acquisition capacity, we now see good opportunities to continue our growth journey.", says CEO David Träff

For further information, please contact

David Träff, Chief Executive Officerdavid.traff@logistri.sePhone: + 46 (0) 70 089 04 66

Logistri Fastighets AB (publ) in brief

Logistri is a property company that owns and manages mission-critical light industrial and warehouse properties in Sweden. The company operates in a property segment where tenants have a strong local dependence, with mission-critical functions integrated in the properties, often involving production, processing or warehousing. Logistri's combination of long leases with terms that limit cost risks creates long-term stability and steady cash flows. The company has offices in Stockholm. The company's share was listed on Spotlight Stock Market in 2017. Logistri is included in the MSCI Global Micro Cap index and Spotlight Value.

Information

The information in this press release is information that Logistri Fastighets AB (publ) is obliged to make public pursuant to the EU Market Abuse Regulation. The information was submitted, through the agency of the contact person set out above, for publication on 12 November 2026 at hh:mm CET.

For more information about Logistri Fastighets AB (publ), please visit www.logistri.se

This information is information that Logistri Fastighets AB (publ) is obliged to make public pursuant to the EU Market Abuse Regulation. The information was submitted for publication, through the agency of the contact persons set out above, at 2026-11-12 07:30 CET.

AttachmentsLogistri Q3 2026 ENG FINAL

Fler nyheter från Logistri Fastighets AB (publ)

Relaterade pressmeddelanden och bolagshändelser från samma bolag.

Se bolagssidan