Polski Holding Nieruchomości Presents the Assumptions of the Strategy for 2025-2030

“New Start” is the watchword of PHN Group’s new strategy for 2025-2030. Its main objective is to strengthen Polski Holding Nieruchomości’s position as a leader in the domestic real estate market, increase the scale of operations, and reorganize the business structure. PHN Group is betting on four business pillars, organized into a value chain, that will bring stable and sustainable growth. The company plans to generate more than PLN 1.6B in net revenue and EBITDA of more than PLN 400M in 2030, and the total dividends paid in 2025-2030 will be more than PLN 180M. Along with the announcement of the new strategy, PHN is also refreshing its logo and visual identity.

With its role as integrator of the broad value chain led by the PHN Group, Polski Holding Nieruchomości has based its new strategy on four business pillars: Development, Rental, Construction, and PRS – covering institutional rental services for residential units. The new strategy assumes a flexible and proactive approach to a changing, increasingly mature market in order to dynamically implement relevant scenarios, particularly in the Development and PRS pillars.

“The next six years are a time for Polski Holding Nieruchomości to strategically strengthen its market position and take advantage of opportunities presented by the business environment. The strategy we have developed combines an in-depth and realistic assessment of the baseline situation combined with the ambition inherent in an industry leader. I am confident that it will be an effective compass guiding us to achieve our business goals. We will build a strong, growing, integrated and eco-friendly organization,” said Wiesław Malicki, President of the Management Board of Polski Holding Nieruchomości.

Each of the pillars will ultimately be represented by a separate group of entities within the PHN Group, with PHN itself acting as the integrator responsible for setting goals and overseeing their implementation, developing the portfolio of products and services, and identifying and enhancing synergies in the value chain offered. Basing the strategy on four pillars will allow to achieve ambitious business goals:

• for the Development pillar, which includes activities primarily in the residential and single-family housing market, the strategic goal is to build more than 3,200 apartments in 2025-2030,
• under the Rental pillar, which is concerned with the rental of office, logistics and retail space and the implementation of investment projects for this purpose, PHN intends to build more than 40,000 sqm of new A-class office space and more than 600,000 sqm of new logistics space in 2025-2030,
• the Construction pillar, which provides construction services for the housing, industrial and infrastructure sectors, aims to complete construction contracts worth more than PLN 2.7B in 2025-2030,
• the complementary PRS pillar, expanding the existing value chain to include institutional rental services for residential units and relying primarily on its own properties, aims to deliver more than 30,000 sqm of PRS space in 2025-2030.

“We are adopting our strategy during a period of stable real estate market development. Poland’s housing market, despite several years of rapid price increases, still has ample room for growth, being one of the least saturated housing markets in the European Union. As for the office space market, some cities are showing signs of saturation, but the largest market, Warsaw, still has stable growth prospects, especially in the A-class segment”, Wiesław Malicki adds. He also emphasizes the good growth prospects for the construction market and the opportunities that the PRS pillar activity entails: “The planned intensification of infrastructure and energy investments, especially related to the release of funds from the European Union, including the National Recovery Plan, should be a driving force behind the growth of the construction market. At the same time, the reduced consumer borrowing power associated with increases in housing prices and interest rate levels may provide a boost to the PRS, to which we are responding in the strategy by launching a complementary pillar”.

The strategy will be based on the implementation of 15 strategic initiatives, divided between four areas – optimization, growth, green transformation and modern solutions. In the area of optimization, initiatives will include optimization of assets, organizational structure, processes and capital structure. The growth area includes initiatives concerning asset profitability, service portfolio, operational synergies and cooperation with state-owned entities. In the area of energy transformation, three initiatives are envisaged: an ESG strategy, reduce CO2 emissions by 42% by 2030 through investments in photovoltaic farms, among others, and create a portfolio of green solutions for the investment projects. The last area – modern solutions – will involve creating a portfolio of innovative solutions for the investment projects and the implementation of AI solutions.

The initiatives will be implemented in phases. Asset and organizational optimization is planned for 2025 and 2026. The years 2027-2028 will see financial stabilization and growth activities, and from 2029 to 2030, PHN will focus on strengthening the value chain. With the implementation of the strategy, by 2030 Polski Holding Nieruchomości will be an optimized, growing, eco-friendly, modern solutions-based integrator in the real estate market.

Along with the announcement of the new strategy, Polski Holding Nieruchomości has also introduced a new company logo and a set of elements through which consistent communication will be carried out. These include a modified color scheme or new typography. The purpose of refreshing PHN Group’s visual identity is to professionalize its image and at the same time make brand identity easier and clearer. With a simplified, modern design and refreshed, light aesthetics, the message to PHN Group’s audience will be more consistent, universal and clear. The process of changing the identity will be gradual and has begun with the change of the logo, and through phasing the existing materials will be gradually replaced by new ones.

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ABOUT THE PHN GROUP

Polski Holding Nieruchomości S.A. is one of the largest groups in the Polish commercial property sector in terms of the market value of its portfolio. PHN Group has a diversified business profile – it is primarily active in the office, residential and logistics markets. PHN Group’s portfolio comprises more than 150 standalone properties with a market value of approx. PLN 3.5B. PHN Group provides comprehensive rental and management services – it currently manages more than 500,000 sqm of leasable space. PHN Group owns about 270 hectares of land earmarked for projects in various market segments. PHN Group is also active in the construction sector – by providing general contracting, subcontracting and design services, as well as in the development sector as an investor – by carrying out projects related to the construction and sale of residential units and the construction of commercial buildings. PHN Group’s main market is Poland. PHN’s activities in the rental segment are concentrated primarily in Warsaw and the largest regional cities, including the Tri-City, Poznań, Kraków, Katowice, Łódź and Wrocław. PHN has been listed on the Warsaw Stock Exchange since 13 February 2013.