AyalaLand Logistics Holdings Corp. (ALLHC), a subsidiary of Ayala Land, Inc. (ALI), today announced its consolidated financial results for the first nine months of 2025 (9M 2025), reporting consolidated revenues of P2.6 billion and a net income of P81 million.
The company’s performance reflects a period of necessary stabilization for newly completed and acquired assets and slower industrial lot take-up, following a high comparison base set by strong sales in 2024. Despite this, ALLHC’s core leasing businesses delivered robust and steady contributions, successfully mitigating the decline in lot sales.
Leasing businesses were a key performance driver, generating P1.5 billion in total revenues, representing a 4% year-on-year increase.
- Cold Chain Growth: Cold storage revenues posted an impressive 32% gain to P202 million. This substantial increase was fueled by the successful integration and stabilization of new Artico cold chain facilities in Mabalacat, Urdaneta, and Iloilo.
- Warehousing and Commercial: Warehouse leasing revenues remained steady at P559 million. Commercial leasing also posted a 2% gain to P692 million, supported by improved mall occupancies and stable office leasing.
Industrial lot sales revenues reached P1.1 billion for the period. While this marks a 57% year-on-year decrease compared to last year’s peak sales, ALLHC is aggressively restocking its inventory pipeline to ensure future growth.
In the third quarter, the company successfully launched Batangas Technopark Phase 2, adding P2.3 billion worth of saleable inventory to its industrial portfolio.
“We continue to make progress in strengthening our portfolio, with newly added assets showing improvement as they stabilize. We are sharpening our efforts to lift occupancy and sales across our developments, ensuring we are well-positioned for the market’s continued recovery and demand for integrated logistics hubs,” said ALLHC President and Chief Executive Officer Robert S. Lao.
Looking ahead, ALLHC is set to launch Phases 6 and 7 of Pampanga Technopark in the fourth quarter, which will introduce P3.0 billion in new inventory. These phases will strategically be registered with the Philippine Economic Zone Authority (PEZA) as an economic zone and with the Board of Investments (BOI) as an industrial zone, enhancing their appeal to both local and international locators.
ALLHC’s commitment to excellence and robust corporate governance was affirmed by recent accolades from local and international bodies. The company received multiple honors at the 22nd Annual International Business Awards, including a Gold Stevie® Award for Company of the Year – Real Estate (Medium-size), a Bronze Stevie® for Achievement in Growth, and the coveted 2025 People’s Choice Stevie® Award for Favorite Companies. ALLHC also secured two wins at the 2025 TITAN Business Awards.
Furthermore, the Institute of Corporate Directors recognized ALLHC with a Three Golden Arrow Award in the 2024 ASEAN Corporate Governance Scorecard assessment, underscoring its dedication to transparent and responsible business practices. These recognitions highlight ALLHC’s continuous efforts to build a resilient and future-ready industrial real estate platform.
