Added to YB: 2026-05-26
Pitch date: 2026-05-22
GPE.L [neutral]
Great Portland Estates Plc
+6.91%
current return
Author Info
No bio for this author
Company Info
Great Portland Estates Plc is a FTSE 250 property investment and development company, owning a 2.4 billion pounds portfolio of London real estate.
Market Cap
GBP 1.4B
Pitch Price
GBP 3.15
Price Target
N/A
Dividend
2.45%
EV/EBITDA
62.49
P/E
8.79
EV/Sales
17.22
Sector
Office REITs
Category
growth
Theodosian Capital | Stocks Update 22/5/2026 - ARCPF – Q1 results
GPE.L (earnings): FY26 rent roll +46% YoY to £154M vs £256M ERV (95% organic growth potential). 88 new leases at +10.3% above ERV. EPRA EPS 8.5p (+63.5% YoY), DPS raised to 8.2p. NAV +6% to 524p. Development pipeline surplus £130M-£260M depending on rent growth (4-7% guided FY27). LTV 28.6% after £460M asset sales. EPS to climb from 10.4p (FY27) to 15.2p (FY29), P/E compressing 30.3x to 20.7x. London Grade A supply constrained.
Read full article (2 min)