Polish real estate and digital infrastructure group, holding a 17.9% stake in ASLI, reports 97% occupancy, growing operating cash flows and further expansion in logistics and data centres

Warsaw, 14 September 2026 – DL Invest Group PM S.A., the principal holding and operating company within DL Invest Group, recorded strong growth in key financial indicators in the first half of 2026, confirming the scale of the operating platform behind the Group’s growing investment activity across Europe.

Operating revenue increased by 35.0% year-on-year to PLN 206.1 million (EUR 48.5 million), compared with PLN 152.6 million in the corresponding period of 2025. Profit on sales increased by 51.7% to PLN 118.4 million (EUR 27.8 million), while consolidated EBITDA rose by 52.4% to PLN 115.8 million (EUR 27.2 million).

As of 30 June 2026, DL Invest Group reported total assets of EUR 1.2 billion.

“British investors may know DL Invest Group primarily through our position in ASLI and our expansion in European digital infrastructure. These results demonstrate the scale and cash-generating capacity of the operating platform behind these activities” - said Dominik Leszczyński, Founder and CEO of DL Invest Group.

“For almost two decades, we have been building an integrated platform that develops, owns and actively manages its own assets, rather than relying on short-term disposals. Our objective is to systematically increase value through long-term ownership, reinvestment, redevelopment and the continuous adaptation of properties to tenants’ changing needs.”

Long-Term Pre-Let-Based Investment Model

DL Invest Group operates a fully vertically integrated model, combining expertise in development, investment, general contracting, commercialisation, financing, asset management and property management.

The Group retains ownership of completed properties and generates recurring income from lease agreements typically entered into for periods ranging from five to 20 years, with the possibility of extension.

The average occupancy rate across the Group’s operational investment properties stood at approximately 97% at the end of June. DL Invest Group does not undertake speculative development and, as a rule, commences a project only once it has been leased, obtained the required permits and secured financing.

This approach is intended to limit development and liquidity risks while creating predictable revenue streams. It also enables the Group to respond directly to tenants’ requirements and to expand or modify properties throughout their operational life.

DL Invest Group’s tenants include international and domestic companies such as DHL, InPost, Inditex, Rossmann, Pepco, Valeo, FM Logistic, Hutchinson, Asseco and Bank Gospodarstwa Krajowego.

Logistics remains the largest segment of the Group’s operations.

Connection to the UK Investment Market

Since October 2025, DL Invest Group has held 73.4 million shares in abrdn European Logistics Income plc, representing approximately 17.9% of the voting rights and making DL Invest the largest shareholder in the London Stock Exchange-listed company.

The investment forms part of DL Invest Group’s strategy to increase its exposure to the pan-European logistics market and build a broader institutional presence in the European listed real estate market.

DL Invest Group has also increased its presence in the international debt markets. In July 2025, the Group issued EUR 350 million of unsecured bonds bearing a fixed coupon of 6.625% and maturing in July 2030. The bonds are listed on the Euro MTF market of the Luxembourg Stock Exchange.

The transaction enabled DL Invest Group to repay part of its existing secured debt and extend its debt maturity profile. In June 2026, Fitch Ratings and S&P confirmed DL Invest Group’s rating with a Positive Outlook.

Growth in Logistics, Mixed-Use Assets and Digital Infrastructure

In the first half of 2026, DL Invest Group continued the development, redevelopment and commercialisation of projects across several major regional markets in Poland.

Projects currently under development include new logistics facilities in Opole and Kielce, offering approximately 16,000 sqm and 14,000 sqm respectively. Both projects combine space dedicated to strategic tenants with Small Business Unit modules starting from 500 sqm.

In Białystok, the Group is developing a courier facility of approximately 11,000 sqm, secured by a ten-year lease agreement, with the possibility of further expansion by approximately 2,000 sqm of warehouse and office space. Near Bochnia, DL Invest Group is developing the second phase of an existing, fully leased 7,449 sqm production and logistics facility.

The development pipeline also includes a 20,900 sqm logistics project in the Kraków region, scheduled for completion in 2027 or 2028, as well as the further redevelopment of DL Craft – a 28,000 sqm mixed-use property located in the centre of Katowice.

One of the Group’s most important assets is DL Invest Park Bielsko-Biała II – a 267,461 sqm technology and production park located on a 52.8-hectare site. Acquired in December 2024, the property is currently being redeveloped and recommercialised as a multi-tenant industrial and technology campus.

The site has extensive proprietary transport and technical infrastructure and has also been designated for data centre development. The project represents an important element of DL Invest Group’s expansion into infrastructure supporting cloud computing, artificial intelligence, GPU and high-performance computing operators.

Since 2024, DL Invest Group has been creating a dedicated corporate structure for the development of its digital infrastructure strategy, resulting in a fully commercialised 125 MW data centre currently under development.

“We see a natural convergence between commercial real estate, energy infrastructure and the potential to adapt such assets for data centres” Leszczyński added. “Barriers to entry are no longer limited solely to access to land and construction capabilities. Grid access, secured power, connectivity, planning readiness and the ability to deliver and manage large-scale infrastructure over the long term are becoming decisive factors. These are capabilities that DL Invest Group has been developing in-house for many years.”

About DL Invest Group

DL Invest Group is a privately owned investment and development group that has operated in the commercial real estate market for almost 20 years. The Group develops, owns and manages logistics and industrial properties, mixed-use business campuses, convenience retail centres and digital infrastructure.

Poland remains the Group’s principal operating market, while its investment and financial strategy increasingly incorporates a broader European perspective.

DL Invest Group’s vertically integrated business model covers the entire investment cycle – from land acquisition, design, permitting, financing and construction, through commercialisation and property management, to long-term ownership.

Notes to Editors

The financial data contained in this press release is based on the consolidated interim financial statements of DL Invest Group PM S.A. for the six months ended 30 June 2026, prepared in accordance with IAS 34 and IFRS as adopted by the European Union.

Percentage changes were calculated based on values reported in Polish złoty. Euro-denominated values were converted using the exchange rates applied in the Group’s interim report.