Business description: SEGRO plc

SEGRO plc is a Listed Real Estate Investment Trust (REIT) specialized in the owning and management of modern warehouses and industrial property.

At the end of 2025, the portfolio, with a total area of 10.9 million m2, had a market value of GBP 18,962 million.

The geographic breakdown of the portfolio in terms of value is as follows: the United Kingdom (62.1%) and Continental Europe (37.9%).

Number of employees: 463

Sales by Activity: SEGRO plc

Fiscal Period: December 2021 (GBP) 2022 (GBP) 2023 (GBP) 2024 (GBP) 2025 (GBP)

Rental Income from Investment and Trading Properties

386M 473M 536M 574M 604M

Unallocated Service Charge Income

42M 44M 43M 51M 51M

Unallocated Rent Averaging

13M 14M 10M 14M 31M

Unallocated Joint Venture Fees - Management Fees

26M 30M 29M 26M 25M

Unallocated Proceeds from Sale of Trading Properties

47M 100M 35M - 10M

Unallocated Management and Development Fee Income

3M 5M 4M 6M 3M

Unallocated Surrender Premiums

3M - 1M 4M 2M

Unallocated Solar Energy Income

- 2M 2M - -

Unallocated Joint Venture Fees - Performance Fees

26M - 89M - -

Geographical breakdown of sales: SEGRO plc

Fiscal Period: December 2021 (GBP) 2022 (GBP) 2023 (GBP) 2024 (GBP) 2025 (GBP)

United Kingdom

- - - 437M 460M

Continental Europe

- - - 155M 176M

Other

- - - - 1M

National Logistics

37M 47M 54M - -

Thames Valley

88M 116M 132M - -

Central Europe

10M 7M 8M - -

Southern Europe

99M 82M 93M - -

Northern Europe

31M 33M 39M - -

Greater London

182M 203M 221M - -

Executive Committee: SEGRO plc

Manager TitleAgeSince
Chief Executive Officer 65 2011-04-27
Director of Finance/CFO 46 2025-11-30
Chief Operating Officer - 2023-06-30
General Counsel - -
Investor Relations Contact - -

Composition of the Board of Directors: SEGRO plc

Director TitleAgeSince
Director/Board Member 65 2012-03-20
Director/Board Member 64 2017-12-31
Director/Board Member 68 2018-05-31
Director/Board Member - 2019-02-28
Director/Board Member 63 2021-04-30
Director/Board Member 54 2021-04-30
Chairman 68 2022-06-29
Director/Board Member - 2024-04-30
Director/Board Member 46 2025-11-30
Director/Board Member 58 2026-04-30

Shareholders: SEGRO plc

NameStocks%Valuation
Norges Bank Investment Management
8.33 %
112,786,204 8.33 % 1 310 M p
APG Asset Management NV
5.131 %
69,470,675 5.131 % 807 M p
BlackRock Fund Advisors
4.935 %
66,817,045 4.935 % 776 M p
Vanguard Capital Management LLC
4.291 %
58,097,578 4.291 % 675 M p
T. Rowe Price Associates, Inc. (IM)
3.671 %
49,708,869 3.671 % 577 M p

Company details: SEGRO plc

SEGRO PLC

1 New Burlington Place

W1S 2HR, London

+44 20 7451 9100

http://www.segro.com
address SEGRO plc(SGRO)

Group companies: SEGRO plc

NameCategory and Sector
Finance/Rental/Leasing

Other Commercial REITs

Change 5-day change 1-year change 3-year change Capi.($)
+1.52%+4.18%+37.47%+22.36% 16.34B
-0.06%+3.79%+16.59%+7.21% 61.27B
+0.10%+1.12%+29.40%+98.72% 17.1B
+0.82%+1.23%+12.79%+23.50% 15.22B
+1.61%+4.54%+16.32%+58.61% 12.38B
+0.53%+4.20%+32.47%+25.06% 10.89B
+0.54%-0.13%+30.02%+83.85% 10.65B
+1.21%-0.40%-9.71%-10.68% 9.71B
+0.16%+4.89%-36.34%-57.25% 8.75B
-1.03%+5.19%+5.24%+117.35% 7.59B
Average +0.54%+2.86%+13.42%+36.87% 16.99B
Weighted average by Cap. +0.42%+3.04%+16.65%+29.61%
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
12
Last Close Price
8.974GBP
Average target price
9.367GBP
Spread / Average Target
+4.38%

Quarterly revenue - Rate of surprise