Frasers Property Thailand Industrial Freehold & Leasehold REIT (FTREIT) announced its results for FY2025 (October 2024 – September 2025), generating a total revenue of THB 4,242.0 million, representing a year-on-year (Y-o-Y) increase of THB 273.3 million or 6.9%. Net profit on investment reached THB 2,789.9 million, an increase of THB 231.9 million, or 9.1% Y-o-Y.

Mr. Bhumpharn Arunthammakul, Managing Director of Frasers Property Industrial REIT Management (Thailand) Co., Ltd. or "FIRM" as the REIT manager of FTREIT said, “Despite macroeconomic challenges, FTREIT’s performance surpassed our targets, with the portfolio’s average occupancy rate improving to a record high of 90.6%, an increase of 4.8% from the previous year. The renewal rate remained high at 86%. This strong performance reflects our strategic portfolio management efforts, aided by the asset's potential in strategic industrial and logistics locations as well as the continued healthy rental demand for factories.”

FTREIT will pay 4Q FY2025 dividends of THB 0.1930 per unit, with ex-dividend date on 27 November 2025, record date for determining unitholders entitled to receive dividends on 28 November 2025, and payment date on 12 December 2025. Total dividends for FY2025 amount to THB 0.7620 per unit, 1.9% increase year-on-year.

In FY2025, FTREIT received approval at Unitholders' Meeting No. 1/2025 to invest in additional assets from Frasers Property Thailand, valued at THB 1,921.6 million. The investment consists of the freehold rights to the land and 36 units of factory and warehouse buildings, with a net leasable area (NLA) of 78,075 sqm. As of 30 September 2025, FTREIT completed the transfer of 30 units, NLA of 59,875 sqm, valued at THB 1,466.9 million⁽¹⁾. This acquisition increased FTREIT’s total portfolio value to THB 52,686.4 million and portfolio NLA to 2.35 million sqm as of 30 September 2025. FTREIT’s proportion of freehold rights remains high at 72.8% of NLA, or approximately 1.7 million sqm, sustaining FTREIT’s position as the industrial REIT with both the largest NLA and the largest freehold area in Thailand.

Effective 19 September 2025, FTREIT had also been reselected for inclusion in the FTSE GEIS, a globally recognised equity index series compiled by FTSE Russell. The FTSE GEIS is an index that comprises over 19,000 high-potential listed securities from 49 countries worldwide. Inclusion in this index plays a crucial role in attracting increased investment weighting from institutional investors and funds, both from Thailand and internationally.

Looking ahead to FY2026, while FIRM expects trade tariffs to temporarily weigh on investors’ decisions to invest in Thailand, FTREIT’s markets of Thailand and neighbouring ASEAN countries are likely to remain a primary choice for the relocation of manufacturing bases in the longer term. The region offers a strategic location with lower production costs and quality labour – favourable drivers that support the continued growth of the factory rental business, in addition to increased demand for warehouse space in line with domestic consumption.