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Logistri (LOGIST) investor relations material
Logistri DNB Carnegie Småbolagsdag summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.DNB Carnegie Småbolagsdag summary28 Nov, 2025
Strategic focus and portfolio growth
Invests in mission-critical properties for logistics and light industry, with tenants requiring daily use for operations.
Portfolio concentrated in Stockholm, Gothenburg, Malmö, and southern/central Sweden, valued at SEK 2.7 billion at Q3, with a target of SEK 4.3 billion by 2027 and SEK 5 billion by 2028.
Growth achieved through disciplined acquisitions, including recent and upcoming property takeovers and a major logistics center project with Hitachi Energy in Ludvika.
Long-term tenant relationships and contracts, with an average lease duration of seven years and ongoing diversification of the tenant base.
Focus on high and stable cash flow, maintaining a high surplus ratio and nearly full occupancy.
Financial strategy and risk management
All growth to SEK 5 billion is fully financed through internal means, recent refinancing, a directed share issue of SEK 350 million, and new credit lines.
Targets 15% annual growth in management result per share and 15% return on equity, with a net loan-to-value ratio under 58% and interest coverage above 2x.
Transitioned from foreign to Swedish bank financing, now supported by five Swedish banks and a listed bond.
Uses interest rate swaps to match loan duration, ensuring stability against rate fluctuations.
Maintains a flexible approach to portfolio composition, willing to adjust holdings for optimal returns.
Key projects and market positioning
Ludvika logistics center for Hitachi Energy is a transformative project, expected to contribute SEK 50 million to management result annually from Q2 2027.
Hitachi will represent 30% of rental income post-project, with a 15-year lease and low perceived credit risk due to Hitachi's long-term presence and stability.
Employs triple net and net lease agreements, minimizing cost risk and maximizing surplus ratio, with a focus on sell and lease-back deals.
Operates in a high-yield segment compared to residential or other property types, leveraging strong tenant analysis for risk-adjusted returns.
Largest shareholders include Solid Capital and Cidro Förvaltning, with a stable ownership structure supporting growth initiatives.
How will Hitachi concentration risk be managed
Explain Logistri's high surplus ratio
Future funding strategy for growth beyond 5B
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Next Logistri earnings date
Q4 202519 Feb, 2026
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Frequently asked questions
Logistri is a real estate company specializing in the acquisition, ownership, and management of logistics and industrial properties. The company focuses on leasing modern, strategically located facilities to businesses operating in logistics, warehousing, and manufacturing. The company is headquartered in Stockholm, Sweden, and its shares are listed on the Spotlight Stock Market.
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