Vonovia SE (VONOY) Q2 2026 Earnings Call Transcript
Vonovia is Europe's largest real estate company, trading at a ~50% discount to NAV and offering a 5.4% dividend yield. VNA's rental segment remains the core earnings driver, but the 'Objective 2028' strategy aims to lift non-rental EBITDA contribution to 20–25%. Despite refinancing risks from higher rates, VNA's low in-place rents and portfolio reversion potential help offset rising debt costs.
Vonovia SE (OTCPK:VONOY) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST Company Participants Rene Hoffmann - Head of Investor Relations Rolf Buch - Chairman of the Management Board & CEO Philip Grosse - CFO & Member of Management Board Conference Call Participants Charles Boissier - UBS Investment Bank, Research Division Valerie Jacob Guezi - Sanford C. Bernstein & Co., LLC.
Vonovia SE (OTCPK:VONOY) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants Philip Grosse - CFO & Member of Management Board Rene Hoffmann - Head of Investor Relations Rolf Eberhard Buch - Chairman of the Management Board & CEO Conference Call Participants Andres Toome - Green Street Advisors, LLC, Research Division Bart Gysens - Morgan Stanley, Research Division Manuel Martin - ODDO BHF Corporate & Markets, Research Division Paul J. May - Barclays Bank PLC, Research Division Pierre-Emmanuel Clouard - Jefferies LLC, Research Division Robert Alan Jones - BNP Paribas Exane, Research Division Simon Stippig - Warburg Research GmbH Thomas Neuhold - Kepler Cheuvreux, Research Division Thomas Rothaeusler - Deutsche Bank AG, Research Division Valerie Jacob Guezi - Sanford C.
Vonovia SE (OTCPK:VONOY) Q1 2025 Earnings Conference Call May 7, 2025 8:00 AM ET Company Participants Rene Hoffmann – Head-Investor Relations Rolf Buch – Chief Executive Officer Philip Grosse – Chief Financial Officer Conference Call Participants Thomas Neuhold – Kepler Cheuvreux Thomas Rothausler – Deutsche Bank Jonathan Kownator – Goldman Sachs Pierre-Emmanuel Clouard – Jefferies Paul May – Barclays Bart Gysens – Morgan Stanley John Vuong – Van Lanschot Kempen Andres Toome – Green Street Simon Stippig – Warburg Research Operator Ladies and gentlemen, welcome to the Vonovia Q1 Results Conference Call. I am Yusuf, the Chorus Call operator.
Vonovia SE (OTCPK:VONOY) Q4 2024 Earnings Conference Call March 19, 2025 9:00 AM ET Company Participants Rene Hoffmann - Head, IR Rolf Buch - CEO Philip Grosse - CFO Conference Call Participants Valerie Jacob - Bernstein Charles Boissier - UBS Jonathan Kownator - Goldman Sachs Thomas Neuhold - Kepler Cheuvreux Bart Gysens - Morgan Stanley Veronique Meertens - Van Lanschot Kempen Marc Mozzi - Bank of America Paul May - Barclays Manuel Martin - ODDO BHF Operator Ladies and gentlemen, welcome to the Vonovia Full Year Results 2024 Analyst and Investor Conference Call. I'm Mohit, the Chorus Call operator.
Vonovia SE (OTCPK:VONOY) Q3 2024 Earnings Conference Call November 6, 2024 8:00 AM ET Company Participants Rene Hoffmann - Head, Investor Relations Rolf Buch - Chief Executive Officer Philip Grosse - Chief Financial Officer Conference Call Participants Jonathan Kownator - Goldman Sachs Valerie Jacob - Bernstein Charles Boissier - UBS Thomas Neuhold - Kepler Cheuvreux Thomas Rothaeusler - Deutsche Bank AG Rob Jones - BNP Paribas Bart Gysens - Morgan Stanley Paul May - Barclays Andres Toome - Green Street Marc Mozzi - Bank of America Alex Kolsteren - Van Lanschot Kempen Manuel Martin - ODDO BHF Simon Stippig - Warburg Research Operator Ladies and gentlemen, thank you for standing by. Welcome to the Vonovia Q3 2024 Results Analyst and Investor Call.