February 12, 2026

AyalaLand Logistics Holdings Corp. (ALLHC), an Ayala Land, Inc. (ALI) subsidiary, closed 2025 with consolidated revenues of P3.8 billion and net income of P200 million.

Full-year performance was shaped by lower industrial lot sales alongside the continued stabilization and ramp-up of leasing assets completed and acquired during the year. While lot sales eased from the previous year’s levels, recurring income helped moderate the impact on revenues.

Revenues from industrial lot sales totaled P1.7 billion in 2025, declining by 50% from the previous year. Sales performance for the year reflected a combination of limited available inventory and more tempered demand.

During the year, ALLHC launched new industrial inventory in its Cavite and Batangas Technoparks, adding P3.2 billion worth of saleable lots to its portfolio. To support future growth, the company is preparing the next phases of Pampanga Technopark, which are intended to be registered with the Philippine Economic Zone Authority (PEZA) and the Board of Investments (BOI), and form part of ALLHC’s planned industrial lot launches in 2026.

ALLHC’s leasing businesses generated P2.0 billion in revenues in 2025, an 8% increase year-on-year. Performance across leasing segments reflected stable operations and continued portfolio expansion.

Warehouse revenues reached P746 million in 2025, slightly lower than the previous year. Revenue performance reflected changes in tenant mix alongside the continued expansion of the company’s warehouse footprint. ALLHC ended the year with a total warehouse gross leasable area (GLA) of 379,000 square meters (sqm), an 11% increase from the prior year. This growth was driven by the acquisition of warehouse facilities in Urdaneta and Iloilo, as well as the completion of additional units in Mabalacat and Naic, contributing a combined 39,000 sqm to the portfolio.

Meanwhile, cold storage revenues rose sharply to P308 million in 2025, up 88% from the prior year, driven largely by contributions from the company’s recently acquired facilities. Following these additions, ALLHC expanded its cold storage footprint to 31,600 pallet positions by year-end, representing a 56% increase from 20,300 pallet positions in 2024.

Commercial leasing reached P935 million in revenues, a 2% increase from last year, supported by improved mall occupancy levels and stable office leasing.

During the year, ALLHC also reached a milestone with the completion of Phase 1A of its A-FLOW data center campus in Biñan, Laguna with an initial 6MW-IT capacity.

“In a more measured market environment, we prioritized stabilizing and optimizing our assets while continuing to advance our industrial developments in select locations,” said ALLHC President and Chief Executive Officer Robert S. Lao. “As we move forward, we remain committed to disciplined execution and positioning the business for sustainable, long-term growth.”