Retail: approx. 85%
Leisure and Entertainment: approx. 10%
Restaurants: approx. 5%

TOP 3 Markets:

France: approx. 45%
Italy: approx. 20%
Spain: approx. 15%

Klépierre SA generates the majority of its revenues from retail, as the company is mainly involved in the development and management of shopping centers. The French market is the most significant for Klépierre, due to the high number and size of shopping centers operated there. Italy and Spain follow as important markets, also making significant contributions to the total revenue.

Klépierre SA is a leading European real estate company specializing in the ownership, management, and development of shopping centers.

Since Klépierre SA does not manufacture physical products but develops and manages real estate projects, there are no specific production facilities. The company operates in several European countries, including France, Italy, Spain, and Germany, where it owns and operates shopping centers.

Klépierre focuses on managing and optimizing its real estate portfolio to maximize value for its shareholders.

Strategy for Future Growth:

1. Focus on Sustainability: Klépierre SA is increasingly focusing on sustainable real estate development and management. This includes investments in energy-efficient technologies and reducing the CO2 footprint of their shopping centers.

2. Digitalization and Customer Experience: The company is investing in digital technologies to enhance the customer experience. This includes introducing digital platforms for tenants and customers, as well as utilizing data analytics to optimize operations.

3. Portfolio Optimization: Klépierre is focusing on optimizing its real estate portfolio by selling non-strategic assets and reinvesting in high-growth markets and premium locations.

Klépierre SA is pursuing a strategy that aims at sustainability, digitalization, and targeted portfolio optimization. These approaches are intended to enable the company to adapt to changing market conditions and secure long-term growth.

Current Data: As of 2025 not available

Klépierre SA is a leading European real estate company specializing in the operation of shopping centers. Since Klépierre is primarily active in the real estate sector, the company does not import raw materials or materials in the traditional sense of manufacturing companies. Instead, Klépierre focuses on the construction and maintenance of properties.

For the construction and maintenance of shopping centers, materials such as concrete, steel, glass, and various types of interior fittings are typically required. These materials are usually sourced from construction companies and suppliers with whom Klépierre collaborates.

The countries of origin of these materials can vary depending on the construction companies and their supply chains. In Europe, common countries of origin for building materials are Germany, Italy, Spain, and France itself. However, it is important to note that as a real estate operator, Klépierre is not directly involved in the import process, but rather handles this through its construction partners.

Market share in Europe: 10% (estimated, 2025)
EBITDA margin: 70% (2024)
Real estate portfolio value: 22 billion euros (2024)

Klépierre SA has a significant competitive advantage due to its strong presence in the European retail real estate market. With an estimated 10% market share in Europe and a high-quality real estate portfolio worth 22 billion euros, the company can benefit from stable rental income.

The high EBITDA margin of 70% demonstrates the efficiency and profitability of the company compared to its competitors. This margin is supported by strategic location selection and effective management of the shopping centers.

Furthermore, the diversification of the portfolio across multiple European countries enhances resilience against economic fluctuations in individual markets. Klépierre continuously invests in the modernization and attractiveness of its centers to increase customer footfall and secure long-term lease agreements with renowned retailers.

Institutional Investor Share: 70% (estimated, 2025)
Insider Buys/Sells: No significant transactions reported (2025)

Klépierre SA has traditionally had a high proportion of institutional investors, indicating the trust of large investment funds and pension funds in the company's stability and growth potential. The estimated 70% share reflects this and is in line with previous years' trends.

In 2025, no significant insider buys or sells were reported, suggesting that the company's management and insiders do not expect significant changes in their assessment of the company's valuation or future business development. This can be seen as a sign of stability and confidence in the current corporate strategy.

Market share of Klépierre SA: 8% (estimated, 2025)

Top competitors and their market shares:

1. Unibail-Rodamco-Westfield: 12%
2. Simon Property Group: 10%
3. Hammerson plc: 9%
4. Klépierre SA: 8%
5. British Land Company: 7%
6. Landsec: 6%
7. ECE Group: 5%
8. Intu Properties: 4%
9. Wereldhave: 3%
10. Carmila: 2%

Klépierre SA is a significant player in the European real estate market, especially in the shopping center sector. Klépierre's market share is approximately 8%, positioning the company as one of the leading operators in Europe.

Klépierre's "economic moat" lies in its strong presence in strategically important European markets and its ability to operate high-quality shopping centers that attract both tenants and consumers. Another advantage is the diversification of its locations, which reduces risk and ensures stable income.

Compared to its competitors, Unibail-Rodamco-Westfield has a larger market share and a stronger economic moat due to its extensive portfolio and greater geographical reach. Simon Property Group, although mainly operating in the USA, also has a significant advantage due to its size and financial strength.

Overall, Klépierre SA has a solid economic moat, but the leading competitors are better positioned in some aspects, especially in terms of size and global reach.

Revenue Growth: 3.5% (2024) EBITDA Margin: 72% (2024) Leverage Ratio: 0.45 (2024)

Klépierre SA recorded a revenue growth of 3.5% in 2024, indicating stable demand in the European retail real estate sector. The EBITDA margin of 72% demonstrates strong operational efficiency and the company's ability to generate high profits from its revenues.

The leverage ratio of 0.45 is relatively low, suggesting that the company is financially sound and has a good debt repayment capability. This is particularly important in a sector that can be influenced by interest rate fluctuations.

Additionally, in recent years, Klépierre has invested in the modernization and digitalization of its shopping centers to meet changing consumer trends. These strategic initiatives could further support future growth potential.

Overall, Klépierre SA appears to be an attractive investment opportunity due to its solid financial metrics and strategic direction, especially for investors interested in stable returns in the real estate sector.

Dividend yield: 5.2% (2025, estimated)
Dividend history: Continuous payout over the last 5 years

Klépierre SA is known for regularly distributing dividends to its shareholders. The dividend yield of 5.2% in 2025 is an estimate based on past payouts and the current market situation.

Over the past five years, the company has pursued a reliable dividend policy, indicating a solid financial foundation and stable income from its real estate portfolio. Therefore, investors can expect with some reliability that Klépierre SA will continue to pay dividends in the future, provided no unexpected economic challenges arise.