IRSA Inversiones y Representaciones S.A announces its results for the first quarter of Fiscal Year 2026 ended September 30, 2025
Rhea-AI Summary
IRSA Inversiones y Representaciones (NYSE: IRS) reported results for Q1 FY2026 ended 30‑Sep‑2025. The company recorded a net gain of ARS 163,438 million versus a loss of ARS 143,662 million year‑ago, driven by fair value gains on investment properties (ARS 219,935 million). Revenues were ARS 129,259 million and consolidated gross profit ARS 79,356 million. Adjusted EBITDA from rental segments reached ARS 64,256 million (+3.5% YoY). Shopping malls revenues and adjusted EBITDA rose 6.6% and 4.1%, while real tenant sales declined 7.0%. The company acquired Al Oeste for USD 9 million, reported 100% premium office occupancy, approved a cash dividend of ARS 173,788 million (~10% yield), and had a market cap of USD 915 million.
Positive
- Net result: ARS 163,438 million (Q1 FY2026 gain)
- Fair value gain on properties: ARS 219,935 million
- Adjusted EBITDA rental: ARS 64,256 million (+3.5% YoY)
- Shopping malls revenue +6.6% and EBITDA +4.1% YoY
- Premium office occupancy reached 100% during quarter
- Dividend approved: ARS 173,788 million (10% yield)
Negative
- Real tenant sales in shopping malls declined 7.0% YoY
- Non-current liabilities increased to ARS 1,572,512 million
- Total liabilities remained high at ARS 1,888,125 million
News Market Reaction – IRS
On the day this news was published, IRS declined 1.10%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
HIGHLIGHTS
- The net result for the first quarter of fiscal year 2026 recorded a gain of
ARS 163,438 million , compared to a loss ofARS 143,662 million in the same period of 2025. This was mainly driven by the gain from changes in the fair value of investment properties.
- Adjusted EBITDA from rental segments reached
ARS 64,256 million in the first quarter of 2026, increasing3.5% compared to the same period of 2025.
- Shopping malls revenues and adjusted EBITDA grew
6.6% and4.1% , respectively, during the first quarter of 2026 compared to the same quarter of 2025, while real tenant sales in shopping malls declined7.0% .
- During the quarter, we acquired the "Al Oeste" shopping center located in Haedo,
Greater Buenos Aires , forUSD 9 million , and continued construction progress on Distrito Diagonal, a shopping center under development in the city of La Plata.
- Occupancy of the premium office portfolio reached
100% during the quarter.
- On October 30, 2025, the Shareholders' Meeting approved a cash dividend distribution for
ARS 173,788 million (10% dividend yield).
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Financial Highlights |
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Income Statement |
09/30/2025 |
09/30/2024 |
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Revenues |
129,259 |
118,414 |
|
Consolidated Gross Profit |
79,356 |
75,648 |
|
Net result from changes in the fair value of investment properties |
219,935 |
(297,111) |
|
Consolidated Result from Operations |
274,272 |
(247,156) |
|
Result for the Period |
163,438 |
(143,662) |
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|
|
|
Attributable to: |
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|
|
IRSA's Shareholders |
153,846 |
(139,197) |
|
Non-Controlling interest |
9,592 |
(4,465) |
|
|
|
|
|
EPS (Basic) |
204.04 |
(192.26) |
|
EPS (Diluted) |
188.31 |
(192.26) |
|
|
|
|
|
Balance Sheet |
09/30/2025 |
06/30/2025 |
|
Current Assets |
601,079 |
596,428 |
|
Non-Current Assets |
3,222,044 |
2,966,298 |
|
Total Assets |
3,823,123 |
3,562,726 |
|
Current Liabilities |
315,613 |
359,052 |
|
Non-Current Liabilities |
1,572,512 |
1,431,917 |
|
Total Liabilities |
1,888,125 |
1,790,969 |
|
Non-Controlling Interest |
106,626 |
99,784 |
|
Shareholders' Equity |
1,934,998 |
1,771,757 |
The Company's market capitalization as of September 30, 2025, was approximately
IRSA Inversiones y Representaciones S.A. (NYSE: IRS, BYMA: IRSA), the
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SOURCE IRSA Inversiones y Representaciones S.A.
FAQ
What was IRSA's net result for Q1 FY2026 (ended Sep 30, 2025)?
How much did IRSA record from fair value changes in Q1 FY2026?
What was IRSA's adjusted EBITDA from rental segments for Q1 FY2026?
Did IRSA pay a dividend after Q1 FY2026 results and how large was it?
What acquisition did IRSA complete in Q1 FY2026 and for how much?
What happened to shopping malls performance and tenant sales at IRSA in Q1 FY2026?
What was IRSA's market capitalization as of Sep 30, 2025?
