CapitaLand Malaysia Trust Books 20.1% Rise in Q4 2025 Distributable Income

SGX Filings
Jan 28

CapitaLand Malaysia Trust reported that distributable income for the quarter ended Dec, 31 2025 climbed 20.1% year on year to 42.3 million Singapore dollars, lifting distribution per unit 4.1% to 1.27 sen. Net property income rose 12.4% to 81.5 million Singapore dollars, supported by the first‐time contribution from newly acquired industrial and logistics assets and higher takings at Queensbay Mall and East Coast Mall.

For the full year to Dec, 31 2025, the trust’s distributable income increased 12.3% to 149.2 million Singapore dollars, while net property income improved 9.7% to 289.4 million Singapore dollars. Full-year distribution per unit advanced 4.1% to 4.84 sen.

Total portfolio valuation expanded 7.0% to 5.5 billion Singapore dollars, bolstered by the completion of seven industrial and logistics acquisitions in the Klang Valley and Johor during 2025 for 279 million Singapore dollars. The manager said these assets, alongside a proposed purchase of five Johor properties for 220.8 million Singapore dollars, are expected to enhance earnings in FY 2026.

As of Dec, 31 2025, retail occupancy stood at 93.7%, while overall portfolio occupancy, including industrial and logistics properties, was 94.9%. The portfolio delivered positive rental reversions of 12.2% for the year.

The trust ended the period with a gearing ratio of 39.0%, an average debt maturity of 4.6 years and a year-to-date average borrowing cost of 4.34%. Fixed-rate debt accounted for 84% of total borrowings.

On the sustainability front, Senai Airport Facilities obtained Green Building Index certification in Oct, 2025, bringing the number of green-certified assets in the portfolio to seven. The trust also retained its position in the FTSE4Good Bursa Malaysia Index with a four-star ESG rating.

Unitholders will receive a distribution of 1.91 sen per unit for the period from Aug, 7 2025 to Dec, 31 2025, payable by Mar 2026, following an advanced distribution of 0.47 sen paid on Aug, 19 2025. A distribution reinvestment plan will be offered for the upcoming payout.

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