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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Argan
Argan (ARG) investor relations material
Argan Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary1 Apr, 2026
Executive summary
Rental income reached €54.4 million in Q1 2026, up 3% year-over-year, driven by 2025 deliveries and rent indexation.
Achieved a 100% occupancy rate after leasing previously vacant space to JS LOGISTICS.
Two new projects delivered in Q1 2026 for PUMA and POMONA, both under long-term leases.
Six additional deliveries scheduled for the remainder of 2026, including major clients like CELIO, FERRERO, DANONE, ID LOGISTICS, and Jacky Perrenot.
Financial highlights
Rental income increased to €54.4 million in Q1 2026 from €52.9 million in Q1 2025, a 3% rise.
Annual rental income target for 2026 set at a minimum of €220 million, representing a 4% increase.
Secured investment pipeline for 2026 totals €165 million, with an average yield above 6%.
Outlook and guidance
Annual rental income expected to grow by at least 4% in 2026, supported by scheduled project deliveries.
Six further project deliveries planned for 2026, expanding the client base and portfolio.
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Latest events from Argan
- Strong financials, rising dividend, and robust ESG progress with all key resolutions approved.ARG
AGM 202627 Mar 2026 - Exceptional 2025: strong growth, improved debt, high occupancy, and robust 2026 outlook.ARGH2 202525 Mar 2026
- Rental and net income up, debt down, 100% occupancy, and 2024 targets confirmed.ARGH1 20243 Feb 2026
- Rental income rose 7% to €212M in 2025, with strong growth and a €165M investment pipeline for 2026.ARGQ4 2025 TU5 Jan 2026
- H1 2025 saw strong income growth, 100% occupancy, improved debt, and confirmed 2025 targets.ARGH1 202530 Oct 2025
- Rental income up 6% YTD, with €215M in investments planned and robust financial metrics.ARGQ3 2025 TU1 Oct 2025
- Rental income up 8% in H1 2025, with robust investment and debt reduction plans ahead.ARGH1 2025 TU1 Jul 2025
- Rental income up 9% YTD; 2024 target raised to €198 million amid full occupancy.ARGQ3 2024 TU13 Jun 2025
- H1 2024 rental income up 8% to €98 million; €197 million full-year target reaffirmed.ARGH1 2024 TU13 Jun 2025
Next Argan earnings date
Q2 2026 TU1 Jul, 2026
Argan
Next Argan earnings date
Q2 2026 TU1 Jul, 2026
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