SEGRO Plc (SGRO.L) Bundle
From its founding in 1920 to managing a portfolio of 10.8 million square meters valued at £21.4 billion as of 30 June 2025, SEGRO Plc (SGRO.L) positions its mission and vision-'create the space that enables extraordinary things to happen'-at the heart of every logistics hub, urban warehouse and growing data center initiative, underpinned by a targeted investment of around £600 million for development and infrastructure across 2024-25 and guided by its sustainability framework Responsible SEGRO and five core values that champion honesty, collaboration, resilience, foresight and continuous improvement.
SEGRO Plc (SGRO.L) Intro
SEGRO Plc is a UK-based Real Estate Investment Trust (REIT) focused on owning, managing and developing modern warehousing, industrial real estate and growing data‑centre exposure across the UK and seven other European countries. The group operates with an emphasis on strategic location, scale and sustainability, serving retailers, manufacturers, logistics providers and technology companies from major cities and key transport hubs.- Founded: 1920 - over a century of industrial and logistics property experience.
- Geographic footprint: United Kingdom + 7 European countries.
- Portfolio size (30 June 2025): 10.8 million m² of space.
- Portfolio value (30 June 2025): £21.4 billion.
- Customer base: retail, manufacturing, logistics, technology/data companies.
| Metric | Value / Notes |
|---|---|
| Portfolio area | 10.8 million m² (30 Jun 2025) |
| Portfolio valuation | £21.4 billion (30 Jun 2025) |
| Geographic reach | UK + 7 European countries |
| Planned development & infrastructure investment | ~£600 million in 2024; ~£600 million in 2025 (data‑centre & wider development focus) |
| Primary customer sectors | Retailers, manufacturers, logistics providers, technology companies |
| Corporate framework | 'Responsible SEGRO' - low‑carbon growth, community investment, talent development |
- To create, own and manage industrial and logistics space that enables customers to operate efficient supply chains and digital services.
- To deliver sustainable, long‑term returns for shareholders through quality assets and disciplined capital allocation.
- To be the leading developer and landlord of modern logistics and industrial space in our chosen markets, integrating data‑centre capability where it complements core strengths.
- To support the transition to low‑carbon infrastructure while enabling customers' growth and resilience.
- Long‑term stewardship: managing assets for durability, customer continuity and investor value.
- Sustainability: prioritising energy efficiency, decarbonisation and community outcomes.
- Customer focus: designing and operating space that meets logistical and digital connectivity needs.
- Innovation: investing in modern development, including significant data‑centre capacity and infrastructure.
- People & culture: nurturing talent and responsible business practices across operations and development.
- Scale and location: concentrating on major cities and transport nodes to optimise occupier connectivity and rental resilience.
- Development pipeline: targeted capital deployment-c.£600m in each of 2024 and 2025-focused on both traditional logistics and data‑centre infrastructure.
- Sustainable growth: embedding low‑carbon targets across developments and existing assets under the Responsible SEGRO framework.
- Customer diversification: balancing retail, logistics and tech occupiers to mitigate sector cyclicality.
SEGRO Plc (SGRO.L) Overview
SEGRO's mission is to create the space that enables extraordinary things to happen. This guiding purpose drives its focus on high-quality, flexible industrial and logistics property, sustainability and community investment, and talent development to support customers, employees and local stakeholders.- Core purpose: deliver exceptional buildings and enabling environments that catalyse growth, innovation and operational resilience for occupiers.
- Strategic priorities: champion low‑carbon growth, invest in local communities, and nurture talent across the business.
- Operational scope: industrial, logistics and urban warehousing across UK and Continental Europe markets, serving e‑commerce, retail, manufacturing and third‑party logistics customers.
| Metric | Most recent published figure (rounded) | Notes |
|---|---|---|
| Portfolio value | £18.5-19.0 billion | Represents investment property and development assets across UK & Continental Europe |
| Annual rental income | ~£750 million | Gross rental income from investment portfolio (rolling 12‑month basis) |
| EPRA NAV / NTA per share | ~520-540 pence | Reflects adjusted net asset value used by property REITs |
| Market capitalisation | £10-12 billion | Indicative market value for investors (varies with share price) |
| Development pipeline (committed & in progress) | ~£1.5-2.0 billion | Purpose‑built logistics and urban warehousing to meet occupier demand |
- Low‑carbon growth: progressive targets to reduce operational emissions across portfolio and increase EPC/energy performance of assets.
- Community investment: targeted local initiatives and partnerships where SEGRO estates operate, including employment and skills programmes for local workforces.
- Talent & culture: recruitment and retention programmes, leadership development and diversity targets to sustain long‑term operational capability.
- Customers: high‑quality, resilient space (shorter fit‑out times, scalable units) enabling faster go‑to‑market for logistics and retail operators.
- Investors: predictable cashflow from long‑let industrial assets, capital growth driven by development and active asset management.
- Communities & employees: local jobs, upskilling and reduced environmental impact as properties are decarbonised and repurposed.
- Occupancy and leasing metrics (WAULT in years)
- Development yields and capital deployed into strategic sites
- Carbon intensity (kgCO2e/m²) and percentage of portfolio achieving high energy ratings
SEGRO Plc (SGRO.L) - Mission Statement
SEGRO's mission centers on delivering high-quality, sustainable industrial and logistics space that enables customers, employees and communities to thrive. The company translates its vision - "to create the space that enables extraordinary things to happen" - into measurable objectives across development, sustainability, customer service and community investment.- Deliver modern, flexible logistics, warehousing and urban industrial buildings to support e-commerce, last-mile logistics, manufacturing and data-driven operations.
- Champion low-carbon growth through operational decarbonisation, energy-efficient building design and on-site renewable generation.
- Invest in local communities and workforce development to ensure inclusive economic benefit from SEGRO's developments.
- Create long-term value for shareholders by balancing rental growth, disciplined capital allocation and active portfolio management.
| Metric | Most recent published value (approx.) | Notes |
|---|---|---|
| Total portfolio value | £16.5 billion | Group investment property portfolio valuation across UK & continental Europe. |
| Annual like-for-like rental growth | c. 4-6% | Reflects strong tenant demand in logistics and industrial sectors. |
| Gross rental income (annual) | £0.6-0.7 billion | Recurring income from leasing operations. |
| Development pipeline (forward commitments) | c. £1.5-2.0 billion | Committed and near-term development projects targeted at modern logistics space. |
| Net LTV (loan-to-value) | ~20-25% | Prudent leverage supporting investment-grade balance sheet and development capacity. |
| Scope 1 & 2 carbon target | Net-zero operational emissions by 2030 (operational target) | Aligned with low-carbon growth strategy; ongoing on-site renewables and energy-efficiency measures. |
| Workforce & community investment | £millions annually | Funding for local skills, apprenticeships and community programmes tied to new developments. |
- Active development and regeneration of brownfield and urban sites to deliver modern, lower-carbon buildings tailored to customer needs.
- Long-term leasing model with a diversified customer base across logistics, e-commerce, automotive, manufacturing and light industrial sectors.
- Capital recycling-selling non-core assets to fund higher-return developments and maintain balance-sheet strength.
- Explicit sustainability KPIs tied to building certifications (BREEAM, EPCs), on-site solar installations and energy management systems.
SEGRO Plc (SGRO.L) - Vision Statement
SEGRO's vision centers on being Europe's leading owner, manager and developer of modern logistics and light industrial property, delivering sustainable long-term returns by anticipating customer needs and aligning capital and operations to growth in e-commerce, urban logistics and manufacturing supply chains.- Say it like it is - candid, transparent communication across the organisation and with investors and customers.
- Stand side by side - collaborative partnerships with customers, investors and communities to create shared value.
- If the door is closed... - entrepreneurial determination to find or create new opportunities.
- Keep one eye on the horizon - long-term strategic foresight in portfolio and development decisions, balancing near-term performance with future demand.
- Does it make the boat go faster? - a relentless focus on actions that drive productivity, efficiency and measurable value.
| Metric | Approximate Value | Notes |
|---|---|---|
| Investment property portfolio | £16.0-18.0 billion | Portfolio concentrated in UK, Paris and other major European logistics hubs |
| Occupancy | ~96-98% | High portfolio occupancy driven by modern, well-located assets |
| Annual rental income (approx.) | £700-850 million | Recurring revenue from long-term leases to logistics and industrial operators |
| Market capitalisation | ~£9-12 billion | Reflects investor view on growth and yield in logistics REIT sector |
| Development pipeline (committed & underway) | £1.5-2.5 billion | Focused on urban logistics and last-mile facilities |
- Governance and transparency - clear reporting, stakeholder engagement and decisive board oversight.
- Customer alignment - flexible leasing, amenity-rich estates and sustainability credentials to retain and attract occupiers.
- Development discipline - scheme selection guided by demand analytics, land cost thresholds and target returns.
- Continuous improvement - performance metrics (yield on cost, vacancy by sector, ESG targets) reviewed regularly to ensure "Does it make the boat go faster?"
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