AyalaLand Logistics Holdings Corp. (ALLHC), the leading industrial real estate company in the Philippines, reported that it closed 2025 with consolidated revenues of PHP3.8 billion and net income of PHP200 million, significantly lower than PHP701 M in 2024.
In a disclosure to the Philippine Stock Exchange, the Ayala Land Inc. subsidiary said its 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. ALLHC is present in nine growth areas nationwide through its industrial parks, warehouses, cold storage facilities, data centers, and commercial leasing properties.
While lot sales eased from the previous year’s levels, recurring income helped moderate the impact on revenues. Revenues from industrial lot sales totaled PHP1.7 billion in 2025, declining by 50 percent 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 PHP3.2 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 PHP2.0 billion in revenues in 2025, an 8 percent 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 totalwarehouse gross leasable area (GLA) of 379,000 square meters (sqm), an 11 percent 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 percent 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 percent increase from 20,300 pallet positions in 2024.
Commercial leasing reached P935 million in revenues, a 2 percent 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. This document contains forward-looking statements and forward-looking financial information that are, by their nature, subject to significant risks and uncertainties. Such forward-looking statements and financial information are based on numerous assumptions regarding present and future business strategies.
Important factors can cause some or all assumptions not to occur or cause actual results, performance, or achievements to differ materially from those in the forward-looking statements. The Company gives no assurance that such opinions or beliefs will prove correct or that such intentions will not change.
