IRSA Inversiones y Representaciones

IRS

Market cap $900M

The Dividend Power strategy highlights 35 high-yield stocks, with 12 'safer' picks offering free cash flow yields above dividend yields and fair valuations. Top five 'safer' Dividend Power stocks for September are Carlyle Secured Lending (CGBD), Stellus Capital (SCM), Blue Owl Capital (OBDC), SLR Investment (SLRC), and Seven Hills Realty (SEVN). Analyst projections suggest the top ten Dividend Power stocks could deliver average net gains of 43.3% by September 2026, though risk and volatility vary.

IRSA posted AR$196B net profit in FY2025, reversing losses and proving premium assets can deliver real revenue growth and resilience, even in Argentina's volatile macroeconomic environment. Rental Adj. EBITDA reached AR$235B (+10.1% YoY), with malls at 98% occupancy and 77.9% margins, while offices provided dollarized flows and hotels preserved strategic value. Financial discipline strengthened the balance sheet: net debt dropped to $194M, leverage at 1.0x EBITDA, LTV 8.7%, and coverage 12x, leaving IRSA with rare solidity in Argentina.

IRSA Inversiones y Representaciones Sociedad Anónima (NYSE:IRS ) Q4 2025 Earnings Call September 4, 2025 12:00 PM EDT Company Participants Santiago Donato - Investor Relations Officer Eduardo Elsztain - Chairman & CEO Jorge Cruces - Chief Investment Officer Matias Gaivironsky - Chief Financial & Administrative Officer Presentation Santiago Donato Investor Relations Officer Good afternoon, everyone. I'm Santiago Donato, Investor Relations Officer of IRSA, and I welcome you to the Fiscal Year '25 Results Conference Call.

BUENOS AIRES, Argentina , September 2, 2025 /PRNewswire/ -- IRSA Inversiones y Representaciones S.A. (NYSE: IRS; BYMA: IRSA), the leading real estate company in Argentina, announces today its results for the Fiscal Year 2025 ended June 30, 2025.

I spotlight the top five Dividend Power stocks with 'safer' dividends and attractive valuations, ideal for income-focused investors in July. My strategy prioritizes high earnings yield and dividend yield, aiming for stocks with reliable payouts and low valuations that can weather market downturns. Analyst forecasts project average net gains of 55.82% for the top ten DiviPower stocks by July 2026, with risk slightly below the market average.

The Dividend Power strategy targets high-yield, low-valuation stocks, aiming for resilience in downturns and strong upside in bull markets. Six standout 'safer' Dividend Power stocks—ZIM, MSB, MITT, ABR, IRS, OUT—offer attractive yields supported by strong free cash flow. Analyst targets project 37% to 156% net gains for top ten DiviPower stocks by June 2026, with average estimated gains of 70%.

IRSA owns premium real estate assets across malls, offices, hotels, and land—trading far below book value despite resilient operations and strong occupancy. The company's NAV per ADR exceeds $18.5, yet it trades at just $15.5 —reflecting a steep discount and clear value asymmetry. After years of crisis, IRSA shows sustained recovery: real revenue growth, improved margins, and reduced net debt boost financial flexibility.

IRSA is a dominant player in Argentina's real estate sector, with shopping centers driving strong revenue recovery and market leadership. The Ramblas del Plata project and other developments offer significant medium- and long-term upside, leveraging undervalued property assets. Robust liquidity, low net debt-to-EBITDA, and prudent debt management position IRSA to weather Argentina's volatile macroeconomic environment.

IRSA Inversiones y Representaciones Sociedad Anónima (NYSE:IRS ) Q3 2025 Earnings Conference Call May 7, 2025 11:00 AM ET Company Participants Santiago Donato - Investor Relations Matias Gaivironsky - Chief Administrative Officer & Chief Financial Officer Jorge Cruces - CIO Conference Call Participants Santiago Donato Good morning, everyone. I'm Santiago Donato, Investor Relations Officer of IRSA, and I welcome you to the Third Quarter of Fiscal Year 2025 Results Conference Call.

BUENOS AIRES, Argentina , May 6, 2025 /PRNewswire/ -- IRSA Inversiones y Representaciones S.A. (NYSE: IRS; BYMA: IRSA), the leading real estate company in Argentina, announces today its results for the third quarter of the Fiscal Year 2025 ended March 31, 2025.