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LOG Commercial Properties e Participações (LOGG3) investor relations material
LOG Commercial Properties e Participações Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Delivered 147,000 sq m of ABL in Q2 2026, all pre-leased, with stabilized vacancy at 1.02% and gross absorption of 108,000 sq m, reflecting a 24.5% growth year-over-year and quarter-over-quarter.
Interim financial statements for the quarter ended June 30, 2026, reviewed with no material modifications required by auditors, prepared in accordance with CPC 21 (R1) and IAS 34 standards.
The company focuses on management, development, construction, and leasing of industrial warehouses and related real estate services across multiple Brazilian states.
Achieved record expansion cycle, maintaining high-quality, strategically located assets and consolidating a leading position in logistics.
Strong operational performance supported by disciplined asset selection and close client relationships.
Financial highlights
Net revenue for Q2 2026 was R$66 million, up 7.3% year-over-year; H1 net revenue reached R$132 million, up 13%.
Net profit for Q2 was R$58.7 million; H1 net profit was R$192.75 million, up from R$173.43 million in 1H25.
Rental EBITDA for Q2 was R$56.6 million (6.2% growth YoY) with an 85.8% margin; consolidated EBITDA for the quarter was R$79.8 million.
Service revenue in Q2 grew 60% YoY, with H1 service revenue at R$15.8 million, up 76%.
Earnings per share for 1H26 were R$2.20 basic and R$2.19 diluted, compared to R$1.99 and R$1.99 in 1H25.
Outlook and guidance
Development pipeline stands at 148,000 sq m across 17 projects in 13 states, with strict adherence to construction schedules.
Five-year funding potential of R$1 billion secured for 17 projects totaling 915,000 sq m of GLA.
Anticipates continued strong demand, low vacancy, and above-inflation rent growth, supported by e-commerce and tax reform.
Expects to maintain or increase dividend payouts, depending on CapEx and asset recycling speed.
Growth strategy focused on geographic diversification and capturing demand for Class A logistics assets.
- Record growth and expansion in Class A logistics, with strong financials and ESG focus.LOGG3
Institutional presentation - Record net income, major asset sale, and strong rental growth drive expansion and lower leverage.LOGG3
Q1 2026 - Net income hit BRL 363.5 million, with record EBITDA and a major asset sale planned for 2026.LOGG3
Q4 2025 - Net income reached BRL 284.8 million, with strong leasing and asset sales driving growth.LOGG3
Q3 2025 - Revenue, EBITDA, and net income rose, with record-low vacancy and strong liquidity.LOGG3
Q2 2025 - Net income more than doubled on record GLA production, asset sales, and strong pre-leasing.LOGG3
Q2 2024 - Record asset sales, soaring net income, and historic low vacancy drive robust outlook.LOGG3
Q3 2024 - Net income surged 56.2% to R$86.4M, with 100% pre-leased deliveries and a R$300M CRI issued.LOGG3
Q1 2025 - Net income rose 76.6% to BRL 344.4 million, with record asset sales and reduced leverage.LOGG3
Q4 2024
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Next LOG Commercial Properties e Participações earnings date
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