Mercialys SA/€MERY

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About Mercialys SA

Mercialys SA is a French real estate investment company specializing in the ownership, management, and transformation of retail properties. As of December 31, 2023, its portfolio comprised 2,038 leases, generating an annualized rental income of €175.5 million, with assets valued at €2.9 billion, including transfer taxes. The company was established in 2005 as a subsidiary of Groupe Casino and is headquartered in Paris, France. Mercialys operates shopping centers across metropolitan France and certain overseas territories, focusing on adapting to evolving consumer behaviors through strategic merchandising and service platforms. Its competitive strengths include a diversified tenant base and a commitment to corporate social responsibility, as evidenced by its inclusion in the Carbon Disclosure Project’s Climate A List for six consecutive years.

Ticker

€MERY

Primary listing

PAR

Employees

176

Mercialys SA Metrics

BasicAdvanced
€1B
32.01
€0.34
1.48
€1.00
9.29%

Bulls say / Bears say

Mercialys achieved like-for-like organic rental income growth of 2.7% in Q1 2025, highlighting the resilience of its portfolio and supporting its ability to meet full-year objectives.
The acquisition of the remaining 70% of ImocomPartners in March 2025 will add fee income and is expected to boost results from 2025 onward, diversifying revenue streams.
Footfall at Mercialys’ sites increased by 3.4% in H1 2025, outperforming the national panel by 240 basis points. Retailer sales rose 1.7%, signaling robust consumer engagement and supporting sustainable rental growth.
Q1 2025 invoiced rents declined by 3.7% on a current basis, reflecting the disposals completed in July 2024. This points to Mercialys’ reliance on asset sales, which could put pressure on near-term income stability.
As of December 31, 2024, the loan-to-value ratio with transfer taxes was 35.7%, a relatively high figure. This could limit Mercialys’ financial flexibility and raise refinancing costs, especially as interest rates increase.
The proportion of food-anchored tenants dropped from 20.9% to 17.3% of the rental base by end-2024, reducing exposure to defensive, essential retail and potentially making earnings more volatile if discretionary segments underperform.
Data summarised monthly by Lightyear AI. Last updated on 31 Aug 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.

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