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FinanceSEGRO CEO: Strong H1 leasing performance, improving occupier market sentiment
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SEGRO Plc held its half-year 2026 earnings call on July 30, 2026. CEO David Sleath reported a strong first half, citing improving occupier market sentiment that has driven good leasing performance and increased development activity. The call was shortened due to an ongoing offer period related to a potential acquisition by Prologis, and questions were restricted to the results only. CFO Susanne Schroeter-Crossan also participated. The company highlighted significant growth and value creation opportunities despite the takeover context.
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SEGRO Plc (SEGXF) Q2 2026 Earnings Call
Date: July 30, 2026 Time: 3:30 AM EDT
Company Participants
- D. Sleath – CEO & Executive Director
- Susanne Schroeter-Crossan – CFO & Executive Director
- Claire Mogford – Head of Investor Relations
Conference Call Participants
- Suraj Goyal – Green Street Advisors, LLC, Research Division
- John Vuong – Kempen & Co. N.V., Research Division
- Thomas Musson – Joh. Berenberg, Gossler & Co. KG, Research Division
- Frederic Renard – Kepler Cheuvreux, Research Division
- Marios Pastou – Bernstein Institutional Services LLC, Research Division
- Paul May – Barclays Bank PLC, Research Division
Presentation
Operator
Hello, everyone, and thank you for joining the SEGRO Half Year 2026 Results Call. My name is Lucy, and I will be coordinating your call today. [Operator Instructions]
It is now my pleasure to hand over to David Sleath, Chief Executive Officer, to begin. Please go ahead when you're ready.
D. Sleath CEO & Executive Director
Thank you, Lucy. Good morning, everybody, and thank you for joining us for today's presentation of our half year results. I am, of course, joined by Susanne Schroeter, our Chief Financial Officer.
We spoke extensively over the last few weeks about the significant growth and value creation opportunities within our business. In the context of the offer period we are now in, and in light of recent announcements, we will be giving a shorter update today, focusing mainly on our business performance in 2026. We will also only be answering questions on these results today, rather than anything related to the potential offer from Prologis.
Let us get into the presentation.
We have had a strong first half. The improving occupier market sentiment that we referred to in February and again in April has continued to build. This has driven good leasing performance and a step-up in development activity. We have made important progress on our...
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SEGRO Plc Q2 2026 Earnings Call Transcript