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CICT’s net property income rose 1.6% y-o-y in 3QFY2025

The Edge Singapore
The Edge Singapore  • 2 min read
CICT’s net property income rose 1.6% y-o-y in 3QFY2025
CICT's 3Q2025 revenue rises by 1.5% y-o-y to $403.9 million and NPI rose by 1.6% y-o-y to $294.4 million. CICT's annualised yied as of Oct 27 was 4.66%
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CapitaLand Integrated Commercial Trust’s net property income (NPI) was almost unchanged at +0.2% y-o-y for the nine months to Sept 30 (9MFY2025) to $874.2 million. On a like-for-like (LFL) basis, NPI was up by 1.4% y-o-y. This excludes income from 21 Collyer Quay for YTD September 2024, and CapitaSpring from Aug 26-Sept 30 following the acquisition of the remaining 55% interest.

In 3QFY2025, revenue rose by 1.5% y-o-y to $403.9 million and NPI rose by 1.6% y-o-y to $294.4 million.

Aggregate leverage rose by 1.3% ppt to 39.2%. Average cost of debt fell by 0.1ppt to 3.3%. Interest coverage ratio rose to 3.5x from 3.3x.

As at Sept 30, portfolio committed occupancy was 97.2% (up 0.9 ppts q-o-q), with retail occupancy at 98.7% and office occupancy at 96.2%. The retail portfolio’s rental reversion was a positive 7.8% y-o-y for the nine months to Sept. Tenants’ sales per square foot (psf) rose 19.2% y-o-y for the 9M2025. This increase was mainly due to the contribution from ION Orchard. Excluding ION Orchard, tenant sales psf for retail portfolio grew 1.0% y-o-y, with downtown malls leading with an increase of 1.3% y-o-y while suburban malls recorded 0.7% growth. YTD Sep 2025 shopper traffic grew 24.8% y-o-y.

Excluding ION Orchard, shopper traffic grew 4.5% y-o-y. Total new and renewed leases for YTD Sep 2025 at 773,400 square feet (sq ft) with retention rate of 80.0%. Rent reversions for the office portfolio was 6.5% Singapore office portfolio for the nine months to Sept (YTD Sep 2025). Tenant retention rate was 74.0%.

CICT has started asset enhancement initiatives (AEI) at Tampines Mall in Sep 2025, with a target to complete in 3Q2026 with contributions starting in 4Q2026. The AEI at Lot One Shoppers’ Mall is targeted to complete in 1Q2027. Additional net lettable area at basement two is expected to contribute income from 1Q2027. AEIs are planned for Raffles City Tower in 4Q2025 and expects to complete it in 4Q 2026.

See also: ASL Marine reports earnings of $20.4 mil for 1QFY2026 up 13.3% y-o-y

The progressive handover of Gallileo to the European Central Bank has started with the property set to contribute by FY2026.

CICT closed at $2.41 on Oct 27. CICT’s 1H2025 annualised DPU of 11.24 cents translates into a yield of 4.66%

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