SEGRO Plc (SEGXF) Shareholder/Analyst Call Transcript

Well, good morning, everybody, and thank you for joining us at such short notice. I'm joined here today by a number of my executive colleagues, but particularly by Susanne Schroeter, our CFO; and Andrew Pilsworth, who's our Managing Director in charge of Data Centers. Plus also, we have our Chair, Andy Harrison, with us in the front row.

We are really pleased to be here today to be able to share with you our conviction in SEGRO's strategy and its ability to deliver significant long-term value for shareholders.

This is a company that we've built purposefully over many years. It's evolved repeatedly over its 100-year history, and we'll continue to do so.

Simply put, it's not a static real estate portfolio. It's a scarce platform with a great strategy and a clear execution path to create significantly more value from here.

On a personal level, I've been leading SEGRO now for 15 years, and I've never been more excited about the prospects and the opportunities ahead.

So there are a few important messages that I hope you'll take away with you from today's presentation.

The first is that SEGRO has an irreplicable portfolio concentrated in Europe's most sup...