IRSA Inversiones y Representaciones Sociedad Anónima Unaudited Condensed Interim Consolidated Financial Statements as of December 31, 2023 and for the six and three-month periods ended as of that date, presented comparatively Legal information Denomination: IRSA Inversiones y Representaciones Sociedad Anónima. Fiscal year N°: 81, beginning on July 1st, 2023. Legal address: 261 Carlos Della Paolera St., 9th floor, Autonomous City of Buenos Aires, Argentina. Company activity: Real estate investment and develo ...

财务数据和关键指标变化 - 公司第二季度调整后EBITDA同比增长54% [16] - 公司投资性房地产公允价值变动产生正面影响,从上年同期负数92亿阿根廷比索转为正数137.8亿阿根廷比索 [17] - 公司净财务费用从上年同期正数19亿阿根廷比索转为负数94亿阿根廷比索,主要是由于汇率贬值导致的外汇损失 [18] - 公司净利润从上年同期48亿阿根廷比索增加至146亿阿根廷比索 [19] 各条业务线数据和关键指标变化 - 公司购物中心业务EBITDA同比增长15% [16] - 公司酒店业务EBITDA同比增长33.7% [16] - 公司办公楼业务EBITDA同比下降37% [16] 各个市场数据和关键指标变化 - 公司购物中心租户销售额同比增长8%,已恢复到疫情前水平的30% [6] - 公司酒店平均房价达到240美元,入住率接近72%,国内外旅游需求保持强劲 [7] 公司战略和发展方向及行业竞争 - 公司出售了Della Paolera大楼的两层,获得约2亿美元的利润,未来将继续开发新的混合用途项目 [8] - 公司与当地开发商签订易货协议,获得新的住宅项目Quilmes Nuevo 2的40%权益 [10] - 公司参与收购并改造位于市中心的一栋大楼,将其改造为720套公寓的高端住宅项目 [11] - 公司正在推进Costa Urbana项目的基础设施建设,预计将于3月底前完成公众听证会 [12] 管理层对经营环境和未来前景的评论 - 管理层预计未来几个月内消费将放缓,但公司已做好准备应对经济环境的变化 [39] - 公司资本结构稳健,负债水平较低,有能力应对未来挑战,并在经济正常化时加快投资步伐 [39]

IRSA Inversiones y Representaciones Sociedad Anónima Unaudited Condensed Interim Consolidated Financial Statements as of September 30, 2023 and for the three-month period ended as of that date, presented comparatively Legal information Denomination: IRSA Inversiones y Representaciones Sociedad Anónima. Fiscal year N°: 81, beginning on July 1st, 2023. Legal address: 261 Carlos Della Paolera St., 9th floor, Autonomous City of Buenos Aires, Argentina. Company activity: Real estate investment and development. D ...

财务数据和关键指标变化 - 公司在第一季度取得了非常好的业绩 [1] - 购物中心的出租率达到98%,创历史新高 [1] - 购物中心销售额同比增长10%,较2020年同期增长34% [1] - 办公楼出租率增至89%,平均租金为每平方米26美元 [2] - 酒店业务表现出色,平均入住率达66%,平均房价达270美元 [2] 各条业务线数据和关键指标变化 - 购物中心业务EBITDA同比增长22% [3] - 办公楼业务EBITDA同比下降4%,主要由于出售部分物业 [3] - 酒店业务EBITDA同比增长34% [3] - 整体租赁业务EBITDA同比增长21% [3] 各个市场数据和关键指标变化 - 公司在阿根廷市场面临35%的通胀和1%的实际贬值 [3] - 美元MEP汇率实际贬值21% [3] 公司战略和发展方向及行业竞争 - 公司继续执行"优质化"战略,出售了一些B级办公楼 [2] - 公司专注于Costa Urbana这一大型综合开发项目,正在推进基础设施和公园规划的审批 [2] - 公司未来将采取多种方式开发Costa Urbana,包括预售、置换等,不会全部依赖融资 [4][5] 管理层对经营环境和未来前景的评论 - 管理层对公司未来保持乐观态度,相信凭借优质资产组合能够应对宏观经济的不确定性 [5] - 公司将继续利用当地资本市场为未来发展融资 [6] 问答环节重要的提问和回答 问题1 **提问** 是否有扩建Alto Rosario购物中心的计划 [5] **回答** 公司目前没有具体的扩建计划,但未来可能会考虑将Alto Rosario打造成综合体 [5] 问题2 **提问** 公司是否计划在当地或国际市场进行融资 [6] **回答** 公司将继续利用当地资本市场为未来发展融资,国际市场由于阿根廷债务问题较为复杂,但对优质企业仍有机会 [6]

United States SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 Date ...

IRSA Inversiones y Representaciones Sociedad Anónima (NYSE:IRS) Q4 2023 Earnings Call Transcript September 7, 2023 11:00 AM ET Company Participants Santiago Donato - IRO Eduardo Elsztain - CEO Jorge Cruces - CIO Matias Gaivironsky - CFO Operator Good morning, everyone. I'm Santiago Donato, Investor Relations Officer of IRSA, and I welcome you to the Fiscal Year '23 Results Conference Call. First of all, I would like to remind you that both audio and slide show may be accessed through company's Investor Rela ...

股息分配情况 - IRSA公司在2023年10月5日举行的股东大会上批准的股息已在阿根廷分配[3] - 由于阿根廷的外汇和证券法规限制增加，BONY目前无法分配公司支付的股息给全球存托股（GDS）持有人[4] - 公司已将相应资金存入由Banco Santander管理的“Super Ahorro $”共同投资基金，以便在BONY能够将其转移给GDS持有人之前，为任何决定如此的股东提供以阿根廷比索收取股息的可能性[5]

IRSA Inversiones y Representaciones Sociedad Anónima (NYSE:IRS) Q3 2023 Earnings Conference Call May 9, 2023 10:00 AM ET Company Participants Matias Ivan Gaivironsky - CFO & Administrative Officer Santiago Donato - IR Officer Jorge Cruces - CIO Conference Call Participants Santiago Donato I will give a word to Matias Ivan Gaivironsky, CFO. Matias Ivan Gaivironsky Good morning, everybody. We finished our third quarter of 2023. We are very happy with the results. We can see a strong financial and operational ...

IRSA Inversiones y Representaciones Sociedad Anónima Unaudited Condensed Interim Consolidated Financial Statements as of March 31, 2023 and for the nine and three-month periods ended as of that date, presented comparatively Legal information Denomination: IRSA Inversiones y Representaciones Sociedad Anónima. Fiscal year N°: 80, beginning on July 1st, 2022. Legal address: 261 Carlos Della Paolera St., 9th floor, Autonomous City of Buenos Aires, Argentina. Company activity: Real estate investment and developm ...

IRSA Inversiones y Representaciones Sociedad Anónima (NYSE:IRS) Q2 2023 Results Conference Call February 13, 2023 10:00 AM ET Company Participants Santiago Donato - IR Officer Matias Gaivironsky - CFO Jorge Cruces - CIO Santiago Donato Good morning, everyone. I'm Santiago Donato, Investor Relations Officer of IRSA, and I welcome you to the Second Quarter 2023 Results Conference Call. First of all, I would like to remind you that both audio and slide show may be accessed through company's Investor Relations ...