SRI Results Neutral

SUPERMARKET INCOME REIT PLC - Unaudited interim results for the six months ended 31 December 2025

Supermarket Income REIT
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What this filing means

Supermarket Income REIT reported a 27% increase in portfolio valuation and 11% higher passing rent, but rising leverage and declining EPRA earnings weigh on the update.

Bull case

  • Portfolio valuation increased by 27% to £2,057 million, reflecting successful capital redeployment.
  • The EPRA cost ratio improved significantly by 4.4 percentage points to 9.2%, demonstrating the benefits of management internalisation.

Bear case

  • Dividend cover deteriorated by 11 percentage points to 88%, signalling potential risks to dividend sustainability.

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Category
Results
Published
Mar 11, 2026

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