Upcoming Dividend • Jun 01
Upcoming dividend of €4.20 per share Eligible shareholders must have bought the stock before 08 June 2026. Payment date: 10 June 2026. Trailing yield: 4.9%. Lower than top quartile of French dividend payers (5.5%). In line with average of industry peers (5.3%). Declared Dividend • May 11
Dividend increased to €4.20 Dividend of €4.20 is 2.4% higher than last year. Ex-date: 8th June 2026 Payment date: 10th June 2026 Dividend yield will be 5.0%, which is lower than the industry average of 7.3%. お知らせ • Feb 24
Selectirente to Report Q3, 2026 Results on Nov 04, 2026 Selectirente announced that they will report Q3, 2026 results After-Market on Nov 04, 2026 Reported Earnings • Feb 16
Full year 2025 earnings: Revenues miss analyst expectations Full year 2025 results: Revenue: €35.6m (flat on FY 2024). Net income: €26.9m (down 5.8% from FY 2024). Profit margin: 76% (down from 80% in FY 2024). Revenue missed analyst estimates by 3.4%. Revenue is expected to fall by 1.9% p.a. on average during the next 2 years compared to a 5.1% decline forecast for the Retail REITs industry in France. お知らせ • Feb 14
Selectirente, Annual General Meeting, May 28, 2026 Selectirente, Annual General Meeting, May 28, 2026. お知らせ • Feb 13
Selectirente to Report First Half, 2026 Results on Jul 23, 2026 Selectirente announced that they will report first half, 2026 results on Jul 23, 2026 New Risk • Jan 16
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 19% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results. New Risk • Jan 11
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 19% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results. お知らせ • Sep 25
Selectirente to Report Fiscal Year 2026 Results on Feb 12, 2026 Selectirente announced that they will report fiscal year 2026 results at 5:40 PM, Central European Standard Time on Feb 12, 2026 Reported Earnings • Jul 29
First half 2025 earnings released First half 2025 results: Revenue: €17.9m (flat on 1H 2024). Net income: €18.6m (up 41% from 1H 2024). Upcoming Dividend • Jun 03
Upcoming dividend of €4.10 per share Eligible shareholders must have bought the stock before 10 June 2025. Payment date: 12 June 2025. Trailing yield: 4.8%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (6.0%). Declared Dividend • May 14
Dividend increased to €4.10 Dividend of €4.10 is 2.5% higher than last year. Ex-date: 10th June 2025 Payment date: 12th June 2025 Dividend yield will be 5.0%, which is lower than the industry average of 7.3%. Reported Earnings • Feb 15
Full year 2024 earnings released Full year 2024 results: Revenue: €35.6m (down 2.1% from FY 2023). Net income: €28.6m (up 117% from FY 2023). Profit margin: 80% (up from 36% in FY 2023). お知らせ • Feb 15
Selectirente, Annual General Meeting, May 27, 2025 Selectirente, Annual General Meeting, May 27, 2025. お知らせ • Jan 07
Selectirente to Report Fiscal Year 2024 Results on Feb 13, 2025 Selectirente announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Feb 13, 2025 Reported Earnings • Jul 29
First half 2024 earnings released First half 2024 results: Revenue: €17.8m (up 1.1% from 1H 2023). Net income: €13.2m (up 164% from 1H 2023). Profit margin: 74% (up from 28% in 1H 2023). The increase in margin was primarily driven by lower expenses. Reported Earnings • Feb 16
Full year 2023 earnings released Full year 2023 results: Revenue: €36.4m (up 11% from FY 2022). Net income: €13.2m (down 1.6% from FY 2022). Profit margin: 36% (down from 41% in FY 2022). New Risk • Feb 16
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (9.2% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (27% net profit margin). Reported Earnings • Jul 31
First half 2023 earnings released First half 2023 results: Revenue: €17.6m (up 15% from 1H 2022). Net income: €5.01m (down 45% from 1H 2022). Profit margin: 28% (down from 59% in 1H 2022). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jun 06
Upcoming dividend of €3.80 per share at 3.7% yield Eligible shareholders must have bought the stock before 13 June 2023. Payment date: 15 June 2023. Trailing yield: 3.7%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (7.9%). お知らせ • May 29
Selectirente, Annual General Meeting, Jun 02, 2023 Selectirente, Annual General Meeting, Jun 02, 2023. Reported Earnings • Apr 24
Full year 2022 earnings released Full year 2022 results: Revenue: €32.7m (up 26% from FY 2021). Net income: €13.4m (down 21% from FY 2021). Profit margin: 41% (down from 66% in FY 2021). Net asset value (NAV) per share: €93.11 (flat on FY 2021). The current share price is 7.4% higher than NAV per share. Reported Earnings • Oct 04
First half 2022 earnings released: EPS: €2.18 (vs €1.67 in 1H 2021) First half 2022 results: EPS: €2.18 (up from €1.67 in 1H 2021). Revenue: €15.3m (up 27% from 1H 2021). Net income: €9.09m (up 30% from 1H 2021). Profit margin: 59% (up from 58% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jul 28
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €5.89m from profit in 1H 2021). Profit margin: (down from 48% in 1H 2021). Buying Opportunity • Jul 01
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 3.6%. The fair value is estimated to be €117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 5.3%. Upcoming Dividend • Jun 03
Upcoming dividend of €3.60 per share Eligible shareholders must have bought the stock before 10 June 2022. Payment date: 14 June 2022. Trailing yield: 3.7%. Lower than top quartile of French dividend payers (5.0%). Lower than average of industry peers (5.9%). Reported Earnings • Apr 29
Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2021 results: EPS: €4.09 (up from €0.60 in FY 2020). Revenue: €26.0m (up 30% from FY 2020). Net income: €17.1m (up €14.5m from FY 2020). Profit margin: 66% (up from 13% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 22%. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year. Reported Earnings • Feb 19
Full year 2021 earnings: Revenues exceed analyst expectations Full year 2021 results: Revenue: €22.6m (up 14% from FY 2020). Net income: €17.1m (up 56% from FY 2020). Profit margin: 75% (up from 55% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. お知らせ • Dec 15
Selectirente (ENXTPA:SELER) acquired Two New City Center Retail Portfolios for €48.4 million. Selectirente (ENXTPA:SELER) acquired Two New City Center Retail Portfolios for €48.4 million on December 13, 2021.
Selectirente (ENXTPA:SELER) completed the acquisition of Two New City Center Retail Portfolios for €48.4 million on December 13, 2021. Reported Earnings • Sep 26
First half 2021 earnings released: EPS €1.41 (vs €0.63 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €12.2m (up 33% from 1H 2020). Net income: €5.89m (up 124% from 1H 2020). Profit margin: 48% (up from 29% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jun 04
Upcoming dividend of €3.25 per share Eligible shareholders must have bought the stock before 11 June 2021. Payment date: 15 June 2021. Trailing yield: 3.6%. Lower than top quartile of French dividend payers (3.7%). Lower than average of industry peers (4.1%). Reported Earnings • Feb 07
Full year 2020 earnings released: EPS €2.62 (vs €5.30 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €19.9m (up 14% from FY 2019). Net income: €10.9m (up 24% from FY 2019). Profit margin: 55% (up from 51% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year. Is New 90 Day High Low • Dec 12
New 90-day high: €83.00 The company is up 4.0% from its price of €79.50 on 11 September 2020. The French market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is up 18% over the same period. Reported Earnings • Sep 21
First half earnings released Over the last 12 months the company has reported total profits of €9.11m, up 100% from the prior year. Total revenue was €18.6m over the last 12 months, up 15% from the prior year. Note: Net income excluding extraordinary items provided as the company does not report funds from operations. お知らせ • Sep 17
Selectirente (ENXTPA:SELER) acquired 94BIS Avenue De Suffren in Paris for €44.3 million. Selectirente (ENXTPA:SELER) acquired 94BIS Avenue De Suffren in Paris for €44.3 million on September 11, 2020. The transaction was partly financed by a mortgaged loan of €23 million taken out over 12 years with a fixed rate of 1.28%.
Selectirente (ENXTPA:SELER) completed the acquisition of 94BIS Avenue De Suffren in Paris on September 11, 2020.