Warteck Invest AG

WARN

Equity

ISIN CH0002619481 / Valor 261948

SIX Swiss Exchange (2025-11-21)

CHF 1,940.00+0.52%

Warteck Invest AG
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About company

Warteck Invest AG is a prominent real estate company in Switzerland, with its roots tracing back to the former Warteck brewery established in Basel in 1856. Since 1988, the company has focused exclusively on real estate, separating from its beer business, and is listed on the SIX Swiss Exchange. Warteck Invest boasts a diversified portfolio of 68 properties or development areas across 11 cantons, valued at approximately CHF 1.025 billion as of December 31, 2023. The portfolio, which is continuously maintained and renewed, consists of 50% residential properties and 36% commercial properties, with the remainder being mixed-use properties and development projects. The company aims to generate attractive returns for its shareholders by securing and enhancing the value of its assets, focusing on regions with strong growth potential. Warteck Invest is known for its solid financing with an equity ratio of around 40%, allowing for substantial portfolio expansion. It invests in properties that yield stable rental income and also engages in development projects to create additional growth potential. The company has a history of paying stable dividends, with a payout yield ranging between 3% to 3.5% in recent years, and emphasizes close relationships with its tenants through direct contact and timely renewal work, resulting in long-term leases and low vacancy rates.

Summarized from source with an LLMView SourceSector: Finance

Strong Earnings Growth

In the first half-year 2025, Warteck Invest AG reported a substantial increase in its group profit, rising from CHF 8.0 million in 1. Sem. 2024 to CHF 19.8 million in 1. Sem. 2025—an improvement of approximately 146.7%. The operating results, including an improved EBIT figure, underline the company’s effective management and robust performance compared to the previous period.

Diversified Portfolio & Market Value Increase

The market value of Warteck Invest AG’s real estate portfolio grew from CHF 1,026.6 million to CHF 1,050.8 million in the first half of 2025, even as the number of properties slightly decreased. This growth reflects the strength and diversification of its assets across eleven cantons, supporting the company’s balanced asset management and long-term stability.

Strategic Developments & Outlook

Key strategic milestones were achieved, such as obtaining the construction permit for the “Tiglio” project in Buchs AG. Coupled with sustained demand in both residential and commercial sectors, these developments indicate that Warteck Invest AG is well positioned for continued growth and an encouraging outlook for the remainder of 2025.

Summarized from source with an LLMView Source

Key figures

10.2%1Y

-11.8%3Y

-15.7%5Y

Performance

10.8%1Y

12.6%3Y

11.9%5Y

Volatility