IRS
IRSA Inversiones y Representaciones Sociedad Anónima15.25
-0.11-0.72%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q2 '26
Q&A details consumption softness, coworking pivot.
Q&A clarified mall tenant sales fell 9% in real terms from clothing price deflation amid stable traffic and volumes, yet fixed CPI-linked rents (now dominant) shield revenues while management monitors tenant affordability in renewals. Tenant signals remain solid—no rebalancing requests, low delinquency, rising international brand demand. IRSA plans to replicate its successful in-house coworking at Philips into a second site and eyes broader real estate like logistics. Leverage rose to 1.6x but CFO comfortable below 3x given cash machine status. Signals stay green. Management exudes confidence in expansion timing.
Key Stats
Market Cap
1.28BP/E (TTM)
3.53Basic EPS (TTM)
4.32Dividend Yield
14.6%ARL
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BALDF
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CRESW
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CWK
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61.66-1.06
ILAL
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JLL
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LPA
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2.73-0.25
TCI
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58.00+3.11