IRS Overview

Financial Performance: IRSA reported a net gain of ARS 163,438 million for Q1 FY 2026, a significant improvement from a loss of ARS 143,662 million in Q1 FY 2025, primarily due to gains from investment properties.

Revenue Growth: Adjusted EBITDA from rental segments increased by 3.5% to ARS 64,256 million, with shopping mall revenues growing by 6.6%, despite a 7.0% decline in real tenant sales.

Acquisitions and Developments: The company acquired the "Al Oeste" shopping center for USD 9 million and continued construction on the Distrito Diagonal shopping center in La Plata.

Dividend Announcement: A cash dividend distribution of ARS 173,788 million was approved, yielding 10% for shareholders, reflecting the company's strong financial position.

Company Announcement: IRSA Inversiones y Representaciones S.A. has filed its 20-F Form for Fiscal Year 2025 with the SEC, covering the period ended June 30, 2025.

Access to Financial Statements: The 20-F document is available on the company's website, and shareholders can request a hard copy of the audited financial statements at no cost.

Company Overview: IRSA is Argentina's largest real estate company, listed on both the BYMA and NYSE, managing a diverse portfolio that includes shopping centers, office buildings, and luxury hotels.

Additional Information: The company also holds a stake in Banco Hipotecario, the largest mortgage supplier in Argentina, further diversifying its business interests.

Validea's P/E/Growth Investor Model: The model, based on Peter Lynch's strategy, upgraded IRSA Inversiones y Representaciones SA (ADR) from 0% to 93%, indicating strong interest due to the company's solid fundamentals and valuation.

Company Overview: IRSA is an Argentina-based real estate company involved in various sectors, including shopping malls, office leasing, hotels, and property development, showcasing a diverse business model.

Financial Performance: IRSA Inversiones y Representaciones S.A. reported a net income of ARS 196,118 million for FY 2025, a significant recovery from a loss of ARS 32,141 million in the previous year, with revenues increasing by 2.3% to ARS 468,526 million.

Operational Highlights: The company saw growth in its Shopping Malls segment, with an 8% increase in revenues, and initiated new projects including the acquisition of a shopping center and the construction of a new mall in La Plata, while also returning to international capital markets with a USD 300 million note issuance.

Stock Performance Overview: The IRS stock has a 52-week low of $7.9246 and a high of $17.67, with the last trade recorded at $13.73.

Author's Perspective Disclaimer: The opinions expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.

ETF Analyst Target Prices: The Global X MSCI Argentina ETF (ARGT) has an implied analyst target price of $106.00 per unit, indicating a potential upside of 13.52% from its recent trading price of $93.37.

Key Holdings with Upside Potential: Notable underlying holdings such as SSR Mining Inc, Empresa Distribuidora y Comercializadora Norte SA Edenor, and IRSA Inversiones y Representaciones S.A. show significant upside potential, with expected increases of 43.81%, 30.85%, and 30.12% respectively compared to their current prices.