Log Commercial Properties e Participacoes SA

Log Commercial Properties e Participacoes SA

29.76
BRL
-0.65
(-2.14%)
4.38EPS
6.47P/E
2.43BMarket Cap
Nov 09Next Earn
Log Commercial Properties e Participacoes SA
B3:LOGG3
(B3)

Recent

price

29.76

P/E

ratio

6.47

div

yld

12.55%

ROIC.AI

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
BRL
0.1
0.4
1.29
0.4
0.54
1.4
1.74
1.52
1.63
1.39
1.47
2.16
2.21
2.52
2.86
3.03
Revenue per Share
0.1
0.12
0.45
1.58
0.1
0.52
0.65
0.63
1.15
1.38
3.62
3.84
1.93
3.95
4.08
4.29
Basic EPS, GAAP
0.06
0.01
0.77
0.25
1.13
1.04
1.44
1.11
3.46
1.31
1.23
1.28
1.58
0.79
-0.17
-0.23
Free Cash Flow per Basic Share
- -
0.01
0.01
0.02
0.15
0.02
0.15
0.05
0.13
0.21
0.33
0.87
0.92
2.53
3.98
3.73
Dividend per Share
2.48
2.54
4.31
8.46
8.7
10.32
29.18
31.02
28.77
29.96
32.75
35.88
37.14
41.2
41.26
40.26
Book Value per Share
2.48
2.54
4.31
8.46
8.7
10.32
29.18
30.99
28.75
29.93
32.72
35.82
37.05
41.07
41.1
40.09
Tangible Book Value per Share
69
69
69
172
172
69
57
69
78
102
102
101
100
87
87
87
Basic Weighted Avg Shares
7
28
89
68
93
97
99
105
128
142
149
217
220
220
249
264
Sales/Revenue/Turnover
-7.35
32.3
34.6
70.48
76.31
78.27
73.62
76.79
69.95
70.9
80.07
72.06
70.63
48.23
41.62
-15.87
Operating Margin (%)
2
7
13
- -
- -
- -
- -
- -
1
1
1
2
4
6
7
6
Depreciation Expense
7
9
31
272
17
36
37
43
90
140
369
386
192
343
355
374
Net Income, GAAP
25.48
12.18
10.33
- -
- -
- -
- -
- -
34.28
39.51
8.82
- -
- -
13.22
14.61
9.34
Effective Tax Rate (%)
91.12
31.05
34.64
400.44
18.51
36.84
37.6
41.48
70.45
98.89
247.01
177.72
87.29
156.27
142.55
141.69
Profit Margin (%)
-22
-135
-179
-119
-123
-174
-30
44
742
453
264
169
405
381
28
304
Working Capital
128
446
522
849
814
652
711
845
811
602
1,057
1,694
1,775
2,009
1,895
1,723
LT Debt
427
436
740
1,454
1,496
1,774
2,020
2,160
2,954
3,080
3,341
3,664
3,732
3,605
3,633
3,546
Total Equity
- -
1.07
2.87
- -
- -
- -
- -
- -
1.69
1.57
2.56
- -
- -
-0.07
-0.13
-2.29
Return on Invested Capital (%)
- -
1.93
3.66
- -
- -
- -
- -
- -
3.53
4.03
9.37
- -
- -
8.38
9.48
9.89
Return on Capital (%)
- -
1.99
5.26
24.81
1.17
2.18
1.97
2.09
3.55
4.67
11.58
11.2
5.25
9.39
9.86
10.31
Return on Common Equity (%)

Capital Structure

BRL

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
478
558
551
LT Borrowings
1,760
1,661
1,580
LT Finance Leases
135
141
142
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
87
87
87
Market Capitalization
2,115
2,415
2,426

Working Capital

BRL

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
849
761
1,539
Cash, Cash Equivalents & STI
228
390
1,152
Accounts Receivable, Net
582
328
350
Inventories
- -
- -
- -
Total Current Liabilities
821
928
1,236
Payables & Accruals
- -
- -
- -
ST Debt
478
558
551
Deferred Revenue
- -
- -
- -

Growth Rates

BRL

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
9.78%
3.47%
0.76%
Free Cash Flow
-1.21%
-31.94%
-121.97%
Net Income, GAAP
49.11%
40%
3.27%
Sales/Revenue/Turnover
11.04%
13.07%
13.21%
Total Cash Common Dividend
98.51%
84.14%
57.34%

Quarterly Revenue

BRL

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
54
53
57
56
220
2025
55
61
67
65
249
2026
66
66
- -
- -
- -

Quarterly Earnings Per Share

BRL

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.55
0.93
1.05
1.14
3.95
2025
0.99
1
1.28
0.81
4.08
2026
1.53
0.67
- -
- -
- -

Quarterly Dividends Per Share

BRL

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.7
- -
- -
1.72
2.53
2025
- -
- -
0.24
3.51
3.98
2026
- -
- -
- -
- -
- -
Business
LOG Commercial Properties e Participações S.A. is a Brazil-based company engaged in the development, construction, and leasing of commercial properties. Its core products and services include logistics warehouses, industrial warehouses, shopping centers, strip malls, and engineering and construction services for real estate properties. The company operates in various Brazilian regions including Rio de Janeiro, São Paulo, Goiás, Bahia, Ceará, and Paraná, managing a portfolio exceeding 1.5 million square meters of gross leasable area. LOG specializes particularly in class A logistics warehousing, serving a diverse range of business sectors through modular warehouse solutions and an integrated operational model. Founded in 2008 and headquartered in Belo Horizonte, Brazil, LOG Commercial Properties maintains a strong domestic presence as the only player operating in all regions of the country within the logistics warehouse sector, which is currently experiencing high demand and low vacancy rates. The company’s asset management division, LOG ADM, oversees approximately 1.6 million square meters of its warehouse portfolio, emphasizing tenant engagement and providing integrated services to enhance operational efficiency. Recent major changes include the completion of strategic asset sales such as the divestment of LOG Natal, LOG Jundiaí, LOG Ribeirão Preto, and LOG Salvador properties, collectively covering over 198,000 square meters of gross leasable area, allowing for capital recycling to support ongoing expansion. The firm reported robust financial performance with net income rising 14.7% year-over-year and consolidated EBITDA growing 41.6% as of mid-2025. It continues to benefit from strong leasing performance with record-low vacancy and rental rate increases above inflation, reinforcing its position in Brazil's logistics real estate market. LOG’s strategy focuses on geographic diversification, modularity in warehouse offerings to meet diverse customer needs, and integrated asset management to facilitate market responsiveness and operational growth. The company is publicly listed with ticker LOGG3 on the B3 exchange. This comprehensive approach positions LOG Commercial Properties e Participações S.A. as a leading developer and lessor in Brazil’s commercial and logistics property sector, with ongoing efforts to optimize its portfolio and expand its footprint through disciplined capital allocation and asset recycling initiatives.