One United Properties (ONE) Q2 2026 TU earnings summary

Executive summary

• Recorded EUR 106.1 million in residential transactions in H1 2026, covering 229 units and 396 parking/storage spaces, reflecting a new legislative framework for reservations and pre-sales.

• Commercial activity was driven by newly launched developments, with One Floreasca Sunset achieving 73% reservations since its March 2026 launch.

• Celebrated the fifth anniversary of its stock exchange listing, surpassing EUR 1.05 billion in residential transactions since IPO.

Financial highlights

• Average contracted selling price rose 24% year-over-year to EUR 3,853/sqm in H1 2026, driven by premium project launches.

• Headline rent from the commercial portfolio reached EUR 14.7 million in H1 2026, up 3% from H1 2025.

• EUR 27 million collected from customers in H1 2026; EUR 445 million in contracted cash collections scheduled through 2029.

Outlook and guidance

• Plans to launch new developments in 2026, including One City Club, One Cotroceni Towers, One Park Lane in Bucharest, and One Riverfront in Sibiu.

• Strong visibility over future cash flows with the highest contracted inflows in company history.