Announcement • Apr 25
SEGRO Plc Approves Declares Final Dividend SEGRO Plc approved a declare a final dividend of 21.4 pence per ordinary share, at the AGM held on April 23, 2026. Announcement • Mar 16
SEGRO Plc, Annual General Meeting, Apr 23, 2026 SEGRO Plc, Annual General Meeting, Apr 23, 2026. Location: rsa house, 8 john adam street, wc2n 6ez, london United Kingdom Announcement • Feb 20
SEGRO Plc Announces Dividend for Full Year of 2025, Payable on 8 May 2026 SEGRO Plc announced that 2025 full year dividend increased 6.1% to 31.1 pence (2024: 29.3 pence). Final dividend increased by 5.9% to 21.4 pence (2024: 20.2 pence). 2025 final dividend ex-div date is on 26 March 2026 with 2025 final dividend record date on 27 March 2026. 2025 final dividend payment date is on 8 May 2026. Announcement • Feb 11
SEGRO plc Announces Appointment of Louisa Burdett as Independent Non-Executive Director, Effective May 1, 2026 SEGRO plc announced the appointment of Louisa Burdett as an independent Non-Executive Director with effect from May 1, 2026. Louisa, a Chartered Accountant, is the Chief Financial Officer of Spirax Group plc and has worked in a number of senior financial roles in a broad range of sectors throughout her career including, most recently, as Chief Financial Officer of Croda International plc, Meggitt plc and Victrex plc. She was a Non-Executive Director of RS Group plc from 2017 until January 31, 2026 and served as Chair of its Audit Committee until July 2025. Announcement • Jan 09
SEGRO Plc to Report First Half, 2026 Results on Jul 30, 2026 SEGRO Plc announced that they will report first half, 2026 results on Jul 30, 2026 Announcement • Jan 07
Segro Public Limited Company Announces Termination of Director Appointment for Mr. Soumen Das Effective December 31, 2025 Segro Public Limited Company announced the termination of the appointment of Mr. Soumen Das as director, effective December 31, 2025. Announcement • Feb 15
SEGRO Plc Increases Dividend for Full Year of 2024, Payable on 14 May 2025 SEGRO Plc announced 2024 full year dividend increased 5.4% to 29.3 pence against 27.8 pence a year ago. Final dividend increased by 5.8% to 20.2 pence against 19.1 pence a year ago.
2024 final dividend ex-div date is 27 March 2025. 2024 final dividend record date is 28 March 2025. 2024 final dividend payment date is 14 May 2025. Announcement • Sep 27
SEGRO Plc to Report Fiscal Year 2024 Results on Feb 14, 2025 SEGRO Plc announced that they will report fiscal year 2024 results at 6:00 AM, Coordinated Universal Time on Feb 14, 2025 Reported Earnings • Jul 27
First half 2024 earnings released: EPS: UK£0.17 (vs UK£0.019 loss in 1H 2023) First half 2024 results: EPS: UK£0.17 (up from UK£0.019 loss in 1H 2023). Revenue: UK£327.0m (down 4.4% from 1H 2023). Net income: UK£220.0m (up UK£243.0m from 1H 2023). Profit margin: 67% (up from net loss in 1H 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Global Industrial REITs industry. Announcement • Jul 26
SEGRO Plc Announces Interim Dividend, Payable on 20 September 2024 SEGRO Plc announced interim dividend of increased by 4.6% to 9.1 pence (2023: 8.7 pence). Interim dividend ex-div date is 8 August 2024. Interim dividend record date is 9 August 2024. Interim dividend payment date is 20 September 2024. New Risk • May 16
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.9% operating cash flow to total debt). Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding). Announcement • Apr 27
SEGRO Plc Appoints Marcus Sperber as New Independent Non-Executive Director, Effective from 1 May 2024 SEGRO Plc announced the appointment of Marcus Sperber, who is an independent Non-Executive Director of Savills plc, as a new independent Non-Executive Director of SEGRO Plc with effect from 1 May 2024. Reported Earnings • Mar 10
Full year 2023 earnings released: UK£0.21 loss per share (vs UK£1.60 loss in FY 2022) Full year 2023 results: UK£0.21 loss per share (improved from UK£1.60 loss in FY 2022). Revenue: UK£749.0m (up 12% from FY 2022). Net loss: UK£253.0m (loss narrowed 87% from FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 8.1% growth forecast for the Global Industrial REITs industry. Upcoming Dividend • Mar 08
Upcoming dividend of UK£0.19 per share Eligible shareholders must have bought the stock before 14 March 2024. Payment date: 03 May 2024. Trailing yield: 3.2%. Lower than top quartile of Mexican dividend payers (6.3%). Lower than average of industry peers (5.3%). Declared Dividend • Mar 05
Final dividend of UK£0.19 announced Shareholders will receive a dividend of UK£0.19. Ex-date: 14th March 2024 Payment date: 3rd May 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.4%. Announcement • Dec 14
SEGRO Plc Announces Retirement of Martin Moore from the Board SEGRO Plc announced that regarding the retirement of Non-Executive Director Martin Moore, the Company confirms that Martin will step down from the Board on 31 December 2023. Announcement • Nov 21
SEGRO Plc to Report Q2, 2024 Results on Jul 26, 2024 SEGRO Plc announced that they will report Q2, 2024 results at 7:30 AM, Coordinated Universal Time on Jul 26, 2024 Announcement • Oct 05
SEGRO Plc Appoints Philipp Oevermann as New European Head of Investment SEGRO Plc has appointed Philipp Oevermann to lead the company’s investment activities in continental Europe. Oevermann will manage the growth of SEGRO’s portfolio across European markets Oevermann has been with SEGRO for more than five years and was previously director of logistics in Germany. He has around 15 years’ experience in real estate investment and asset management. Oevermann’s new role will see him manage the growth of SEGRO’s portfolio across key European markets, including asset recycling and acquisition. Announcement • Jul 30
P3 Logistic Parks acquired two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO). P3 Logistic Parks acquired two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO) on July 28, 2023. P3 was advised by Colliers on the transaction. DTRE and ACRE acted on behalf of SEGRO. P3 Logistic Parks completed the acquisition of two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO) on July 28, 2023. Announcement • May 18
SEGRO Plc Announces Management Changes SEGRO plc confirmed that Andy will be retiring from the business and stepping down from the Board on 30 June 2023. SEGRO is appointing James Craddock, Paul Dunne, Andrew Pilsworth and Marco Simonetti to its Executive Committee, reporting to David Sleath, Chief Executive. The new roles, which will take effect from 1 July 2023, are detailed below and will fulfil a wide range of functions from leading the Group’s property operations, implementing its sustainability strategy, to incubating new propositions and driving growth. James Craddock has been promoted from his role as Managing Director of SEGRO’s Thames Valley business unit to Managing Director, UK. Marco Simonetti has been promoted from his role as Managing Director of SEGRO’s Southern Europe business unit to Managing Director, Continental Europe. Paul Dunne, currently Managing Director, Group Operations has been promoted to this role. The Chief of Staff will work closely with David Sleath and other Executive Committee members in developing and implementing strategic initiatives and leading on cross-border business propositions. Andrew Pilsworth, currently Managing Director of SEGRO’s National Logistics business unit, has been promoted to this role. As a result of these changes, James, Paul, Andrew and Marco will join the Executive Committee alongside existing members David Sleath, Soumen Das (Chief Financial Officer) and Margaret Murphy (Group HR Director). Announcement • Feb 18
SEGRO Plc Announces Board and Committee Changes SEGRO plc announced that Martin Moore will step down as Senior Independent Director on completing 9 years’ valuable service on the Board on 1 July 2023. He will continue serving as a Non-Executive Director and member of the Audit, Nomination and Remuneration Committees until his retirement from the Board later in the year. Carol Fairweather will become Senior Independent Director with effect from 1 July 2023. She has served as a Non-Executive Director since 1 January 2018. She will continue to serve as the Chair of the Audit Committee and a member of the Nomination and Remuneration Committees. Mary Barnard, Non-Executive Director, will step down from the Audit Committee with effect from 1 July 2023. She will remain a member of the Nomination and Remuneration Committees. Reported Earnings • Feb 18
Full year 2022 earnings released: UK£1.60 loss per share (vs UK£3.39 profit in FY 2021) Full year 2022 results: UK£1.60 loss per share (down from UK£3.39 profit in FY 2021). Revenue: UK£669.0m (up 23% from FY 2021). Net loss: UK£1.93b (down 148% from profit in FY 2021). Net asset value (NAV) per share: Mex$208 (down 16% from FY 2021). The current share price is 3.1% lower than NAV per share. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the REITs industry in Mexico. Recent Insider Transactions • Sep 22
Key Executive recently bought Mex$4.6m worth of stock On the 14th of September, Andrew Harrison bought around 22k shares on-market at roughly Mex$206 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Andrew has been a buyer over the last 12 months, purchasing a net total of Mex$15m worth in shares. Upcoming Dividend • Aug 04
Upcoming dividend of UK£0.081 per share Eligible shareholders must have bought the stock before 11 August 2022. Payment date: 23 September 2022. Trailing yield: 2.3%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (5.2%). Reported Earnings • Jul 28
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£1.32b from profit in 1H 2021). Profit margin: (down from 535% in 1H 2021). Over the next year, revenue is expected to shrink by 11% compared to a 12% growth forecast for the industry in Mexico. Announcement • Jul 28
SEGRO Plc to Report Fiscal Year 2022 Results on Feb 17, 2023 SEGRO Plc announced that they will report fiscal year 2022 results on Feb 17, 2023 Recent Insider Transactions • May 20
Independent Non-Executive Director recently bought Mex$750k worth of stock On the 11th of May, Mary Barnard bought around 3k shares on-market at roughly Mex$273 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$2.4m more in shares than they have sold in the last 12 months. Valuation Update With 7 Day Price Move • May 10
Investor sentiment deteriorated over the past week After last week's 21% share price decline to Mex$280, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the REITs industry in Mexico. Simply Wall St's valuation model estimates the intrinsic value at Mex$211 per share. 
