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AyalaLand Logistics Holdings Corp. closed 2025 with consolidated revenues of P3.8 billion and net income of P200 million, down 27% and 71.5%, respectively, from 2024
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ALLHC 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
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Revenues from industrial lot sales and warehousing declined while revenues from cold storage and commercial leasing improved
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ALLHC ended 2025 with an 11% increase in total warehouse gross leasable area to 379,000 square meters and expanded its cold storage footprint by 56% to 31,600 pallet positions
AyalaLand Logistics Holdings Corp. (ALLHC) closed 2025 with consolidated revenues of P3.8 billion and net income of P200 million, both lower than in 2024.
The revenue was down 26.9% from P5.2 billion year-on-year, and income dropped 71.5% from P701 million.
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 said in a statement.
While lot sales eased from the previous year’s levels, recurring income helped moderate the impact on revenues, it added.
READ: AyalaLand Logistics profit drops to P81M due to slow industrial lot sales
Revenues from industrial lot sales totaled P1.7 billion in 2025, declining by 50% as sales performance for the year reflected a combination of limited available inventory and more tempered demand.
During 2025, ALLHC launched new industrial inventory in its Cavite and Batangas Technoparks, adding P3.2 billion worth of saleable lots to its portfolio.
READ: AyalaLand Logistics expands Batangas, Cavite technoparks
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 P2 billion in revenues in 2025, an 8% 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 said it ended the year with a total warehouse gross leasable area (GLA) of 379,000 square meters (sqm), an 11% 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.
READ: AyalaLand Logistics acquires 2 logistics parks
Cold storage revenues, meanwhile, rose sharply to P308 million in 2025, up 88% 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 the end of 2025, representing a 56% increase from 20,300 pallet positions in 2024.
Commercial leasing revenue reached P935 million, a 2% increase from last year, supported by improved mall occupancy levels and stable office leasing.
During the year, ALLHC said it also reached a milestone with the completion of Phase 1A of its A-FLOW data center campus in Biñan, Laguna with an initial 6 megawatts capacity.
“In a more measured market environment, we prioritized stabilizing and optimizing our assets while continuing to advance our industrial developments in select locations,” ALLHC president and chief executive officer Robert Lao said.
“As we move forward, we remain committed to disciplined execution and positioning the business for sustainable, long-term growth,” Lao added.
A subsidiary of Ayala Land, Inc., ALLHC has principal business interests in holding companies, commercial leasing, industrial lot sales and development, and retail electricity supply. Among its developments include Laguna Technopark, Cavite Technopark, Pampanga Technopark, Batangas Technopark, and Laguindingan Technopark; and commercial leasing including Tutuban Center in Manila and South Park Center in Muntinlupa City.
