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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Mainstreet Equity (MEQ) investor relations material
Mainstreet Equity Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary16 Dec, 2025
Executive summary
Achieved 26 years of double-digit organic growth, expanding from 272 units in 2000 to 19,147 units and a $3.73B portfolio as of September 30, 2025.
Double-digit year-over-year growth in FY2025: FFO up 13%, NOI up 14%, rental revenue up 11%.
Maintained 16 consecutive quarters of double-digit year-over-year growth in FFO and NOI.
Management and directors own approximately 49% of shares, aligning interests with shareholders.
Strategic pause in acquisitions during FY2025, with plans to deploy over $900M in liquidity for countercyclical expansion in 2026.
Financial highlights
IFRS portfolio value increased from $90M in 2000 to $3.73B in 2025.
FY2025 rental revenue rose to $276.3M; same asset rental revenue up 6%.
NOI from operations increased 14% to $183.4M; same asset NOI up 10%.
FFO per share rose from $0.18 to $10.31 since 2000; FY2025 FFO before tax up 16% to $106.6M.
Net profit reached $287.0M in FY2025, up from $199.9M in FY2024, including $234.4M in fair value changes.
Outlook and guidance
Targeting further organic and non-dilutive growth through acquisition pipeline and $43M NOI gap.
Positioned for opportunistic acquisitions in 2026, leveraging $900M in liquidity.
Plans to continue growing both dividend and acquisitions, leveraging strong liquidity.
Focus on stabilizing the remaining 12% of the portfolio to achieve optimum NOI.
Targeting 100% dividend growth to $0.32/share in Q1 2026.
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