4 Points to Note From Mapletree Logistic Trust’s 2021/22 Full-Year Earnings

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For the quarter ended 31 March 2022, MLT posted gross revenue of S$182.9 million, 16.5% higher YOY.

You may ponder if the logistics-focused REIT can continue to be a reliable refuge to park your investment money.

We try to answer that question by looking at four key points from MLT’s latest earnings report, for its fiscal year 2021/2022 ended 31 March 2022 .For the quarter ended 31 March 2022 , the REIT posted gross revenue of S$182.9 million, 16.5% higher year on year.For the full fiscal year, revenue rose 20.9% year on year to S$678.6 million, and NPI improved 18.6% year on year to hit S$592.1 million.

On the back of these good results, MLT declared a distribution per unit of S$0.02268 for 4Q22, 5.0% higher than the same period last year.At a unit price of S$1.79, units of MLT offer a trailing 12-month distribution yield of 4.9%.The REIT reported an overall portfolio occupancy of 96.7% as of 31 March 2022, a decrease from 97.8% three months prior.

Contributing to the decrease was the transfer of tenants from 51 Benoi Road to prepare the property for development, as well as the acquisitions of 12 Chinese properties in January 2022 with a lower occupancy rate of 91.1%.The REIT’s largest customer by gross revenue, local logistics company CWT, now contributes just 6.3% of overall revenue, down from 7.0% three months ago.

MLT’s weighted average lease expiry by net lettable area remained stable at 3.5 years, inching down from 3.6 years from the previous quarter.Prudent capital managementDespite completing S$1.8 billion worth of acquisitions in the year, the REIT’s gearing ratio stood at 36.8% on 31 March, lower than the 38.4% a year ago and well below the MAS-mandated ceiling of 50%.MLT has an average debt duration of 3.8 years, with only 11% of total debt, or S$534 million, due in FY22/23.

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