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Unibail-Rodamco-Westfield
Unibail-Rodamco-Westfield (URW) investor relations material
Unibail-Rodamco-Westfield H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary12 Feb, 2026
Executive summary
2025 saw strong retail performance, with tenant sales up 3.9%, footfall up 1.9%, dynamic leasing, and record low vacancy at 4.6%.
€2.2 Bn in disposals completed or secured, supporting simplification, deleveraging, and a reduction in LTV to 42%.
Launched capital-light growth initiatives, including a franchising contract in Saudi Arabia and a 25% stake in St James Quarter, Edinburgh.
Major project deliveries included Westfield Hamburg Überseequartier and Westfield Černý Most extension.
Maintained cost discipline, with general expenses down 5% year-over-year and organizational simplification to four regions.
Financial highlights
AREPS at €9.58/share, down 2.7% year-over-year due to disposals, but underlying AREPS grew 5.4%.
Like-for-like retail NRI up 3.8%; EBITDA margin at 63% and EBITDA reached €2,284 Mn, up 3.6% like-for-like.
IFRS net debt (incl. hybrid) reduced to €20.3 Bn; LTV at 42% (down from 45.5%).
Proposed distribution of €4.50/share for 2025 (+30% vs. 2024), with a 47% payout ratio.
Portfolio revaluation increased by 1.7%, supporting asset values.
Outlook and guidance
2026 AREPS guidance set at €9.15–€9.30, implying at least 5% underlying growth.
Proposed 2026 payout of €5.50/share (60% payout ratio, +22% vs. 2025).
Medium-term: payout ratio of 60–70% from 2027 and minimum €3.1 Bn total distribution for 2025–28.
Guidance assumes no major macro/geopolitical deterioration and continued focus on leasing, innovation, and cost discipline.
How do secured disposals align with 2028 LTV target?
Expected revenue from capital-light initiatives?
US Flagship vacancy drivers vs Europe?
Capital recycling: What drives new investment choices?
How do new data KPIs enhance tenant performance discussions?
What is the strategy to further reduce vacancy in key regions?
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Next Unibail-Rodamco-Westfield earnings date
Q1 2026 TU23 Apr, 2026
Unibail-Rodamco-Westfield
Next Unibail-Rodamco-Westfield earnings date
Q1 2026 TU23 Apr, 2026
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Frequently asked questions
Unibail-Rodamco-Westfield SE is a real estate investment company specializing in the ownership, development, and management of premier retail assets. Its portfolio includes shopping centers and office properties across Europe and the United States. The company is headquartered in Paris, France, and its shares are listed on the Euronext Paris.
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