Supermarket Income REIT plc

LSE:SUPR Stock Report

Market Cap: UK£1.2b

Supermarket Income REIT Future Growth

Future criteria checks 3/6

Supermarket Income REIT is forecast to grow earnings and revenue by 13.8% and 7.4% per annum respectively. EPS is expected to grow by 11.7% per annum. Return on equity is forecast to be 8.6% in 3 years.

Key information

13.8%

Earnings growth rate

11.69%

EPS growth rate

Retail REITs earnings growth7.3%
Revenue growth rate7.4%
Future return on equity8.61%
Analyst coverage

Low

Last updated22 Jul 2026

Recent future growth updates

Recent updates

Narrative Update • Dec 18

SUPR: Joint Venture Recycling And Dividend Policy Will Shape Future Income Profile

Analysts have modestly raised their price target for Supermarket Income REIT to £0.86 per share from £0.86. This reflects slightly higher discount rate and future earnings multiple assumptions that leave their overall valuation broadly unchanged.
Narrative Update • Dec 04

SUPR: Joint Venture Expansion And Dividend Policy Will Shape Balanced Outlook

Analysts have raised their price target for Supermarket Income REIT by approximately 4 percent to reflect a higher fair value estimate of £0.86 per share, supported by expectations of stronger revenue growth and a slightly lower discount rate. What's in the News A joint venture with Blue Owl Capital has agreed to acquire 10 high performing omnichannel Asda supermarkets for £196 million via sale and leaseback, at a 7.4% net initial yield with 25-year CPI-linked leases capped at 4% and floored at 1% (company announcement).
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New Narrative • May 01

Internalization And Capital Recycling Will Lower Costs

Proposed internalization aims to reduce operational costs and enhance net margins, while strategic initiatives are set to boost revenue growth.

Earnings and Revenue Growth Forecasts

LSE:SUPR - Analysts future estimates and past financials data (GBP Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
6/30/2029146119N/AN/A1
6/30/20281368682N/A4
6/30/20271319578N/A4
6/30/20261177571N/A4
12/31/2025108615959N/A
9/30/2025112616262N/A
6/30/2025115626666N/A
3/31/2025114668181N/A
12/31/2024113709797N/A
9/30/2024110249494N/A
6/30/2024107-219292N/A
3/31/2024107-98787N/A
12/31/202310648181N/A
9/30/2023112-718383N/A
6/30/2023118-1458484N/A
3/31/2023114-1538585N/A
12/31/2022110-1618686N/A
9/30/2022113-257575N/A
6/30/20221151106363N/A
3/31/20221121145555N/A
12/31/20211081184646N/A
9/30/2021861004444N/A
6/30/202163824343N/A
3/31/202152704040N/A
12/31/202040583737N/A
9/30/202034453232N/A
6/30/202027332727N/A
3/31/202024232020N/A
12/31/201921131313N/A
9/30/20191912N/A14N/A
6/30/20191711N/A14N/A
12/31/20181310N/A13N/A
6/30/201881N/A7N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: SUPR's forecast earnings growth (13.8% per year) is above the savings rate (3.4%).

Earnings vs Market: SUPR's earnings (13.8% per year) are forecast to grow faster than the UK market (11.4% per year).

High Growth Earnings: SUPR's earnings are forecast to grow, but not significantly.

Revenue vs Market: SUPR's revenue (7.4% per year) is forecast to grow faster than the UK market (4.6% per year).

High Growth Revenue: SUPR's revenue (7.4% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: SUPR's Return on Equity is forecast to be low in 3 years time (8.6%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/24 23:50
End of Day Share Price 2026/07/24 00:00
Earnings2025/12/31
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Supermarket Income REIT plc is covered by 11 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ashnaa VyasDeutsche Bank
Jonathan KownatorGoldman Sachs
Michael PrewJefferies LLC