(Boursier.com) — Over the first 3 months of 2024, net rents of Carmila at constant scope are up +4% to 87.4 million euros, supported by the indexation of rents. On a current basis, taking into account the disposals of 3 assets in France and 4 assets in Spain, net rents are up +1.1% compared to the 1st quarter of 2023 (86.4 ME).
The recovery rate stands at 95% for the first 3 months of the year, up 1 point compared to 2023 on the same date.
Outlook
Carmila launched a first phase of deployment of photovoltaic panels in 6 of its centers in Spain in the 1st quarter of 2024.
In addition, as announced on February 13 during the publication of the 2023 annual results, Carmila confirms that it expects recurring earnings per share of at least 1.63 euros in 2024, an increase of at least +2% compared to 2023. This anticipation of growth in recurring income assumes organic growth in rents, supported by a level of indexation in line with that of 2023, as well as the integration of part of Galimmo’s recurring income, following finalization. of the acquisition planned for this summer.
The full annual accretion effect on recurring earnings per share (+3 to 5% pro forma) from the Galimmo acquisition is expected in 2025.
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