Stock Markets February 12, 2026

Nextensa Restores €1.00 Dividend After Strong FY2025 Turnaround

Belgian property group posts net profit of €33.2m, trims leverage and readies development pipeline

By Ajmal Hussain
Nextensa Restores €1.00 Dividend After Strong FY2025 Turnaround

Nextensa said it will propose a €1.00 dividend at its annual general meeting after reporting a return to profitability in fiscal 2025. The company logged a sharp fall in rental income driven by asset disposals but offset this with portfolio sales, lower net debt and higher earnings, while preparing to advance key development projects in 2026.

Key Points

  • Dividend reinstated: Board to propose a €1.00 per-share dividend at the AGM following improved FY2025 results - sectors impacted: RealEstate, FinancialMarkets.
  • Profitability and balance sheet repair: Net profit rose to €33.2 million from a €10.8 million loss, EPS improved to €3.27, NAV per share up 4.1% to €83.15 - sectors impacted: RealEstate, InvestmentManagement.
  • Leverage and liquidity strengthened: Financial debt ratio cut to 38.80%, net financial debt down to €593 million, hedge ratio increased to 100% with average cost of debt at 2.90% - sectors impacted: Banking, CapitalMarkets.

Nextensa has reinstated a cash dividend of €1.00 per share following a materially stronger set of results for the 2025 fiscal year, the company said. Management framed the payout as a response to improved earnings and a healthier balance sheet, even as reported rental income declined year-on-year.

Rental income fell 21.4% to €56.7 million. The drop was largely the result of the disposal of the Knauf Shopping Centre, an asset that had contributed roughly €13 million of annual rent. A number of smaller divestments also reduced rental receipts, although the company noted a 3% like-for-like uplift in rental income across the remaining portfolio.

Profitability swung sharply into positive territory. Net profit attributable to the group increased to €33.2 million from a loss of €10.8 million in 2024, and earnings per share improved to €3.27 from -€1.06. Net asset value per share rose 4.1% to €83.15.

Nextensa used non-core asset sales to materially strengthen its financial structure. The company reduced its financial debt ratio from 45.39% to 38.80% and lowered net financial debt by 22.3% to €593 million. Part of the proceeds were deployed to fund the €80 million acquisition of the BEL Towers from Proximus.

Risk management steps included increasing the hedge ratio from 61% to 100%, which helped hold the group's average cost of debt at 2.90%. The company highlighted that it now has sufficient headroom to manage its next refinancing obligation - a €100 million bond maturing in Q4 2026.

Operationally, development activity delivered stronger results, with operating contributions from projects rising 12.7% to €16.5 million. Nextensa said development performance was robust across both Belgium and Luxembourg. Subject to permitting and successful commercialization, the firm plans to commence work on two headline projects, Lake Side and BEL Towers, in 2026.

The Board will put forward a proposal at the upcoming annual general meeting to distribute €1.00 per share in dividend, reflecting management’s assessment of the group’s improved finances and liquidity position.


Contextual note - The company’s fiscal improvements were achieved while actively reshaping the portfolio through disposals and targeted acquisitions, and by locking in funding costs via hedging. The combination of lower leverage and a stabilized cost of debt underpins the Board’s decision to propose the dividend.

Risks

  • Refinancing timing: While Nextensa reports sufficient headroom, a €100 million bond matures in Q4 2026 and remains a refinancing milestone - sectors impacted: CapitalMarkets, Banking.
  • Development and permitting uncertainty: Planned starts for Lake Side and BEL Towers are conditional on permitting and commercialization, which could delay project timelines - sectors impacted: Construction, CommercialRealEstate.
  • Revenue concentration from disposals: The sale of Knauf Shopping Centre removed around €13 million of annual rental income, and further asset sales could continue to affect rental revenue - sectors impacted: RetailRealEstate, PropertyInvestment.

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