ALLHC Reports ₱3.8 Billion in 2025 Revenues as Leasing Growth Offsets Softer Lot Sales
AyalaLand Logistics Holdings Corp. (ALLHC), a subsidiary of Ayala Land, Inc. (ALI), ended 2025 with consolidated revenues of ₱3.8 billion and net income of ₱200 million, navigating a more measured industrial property market while expanding its recurring income base.
The company’s performance reflected a slowdown in industrial lot sales compared to the previous year, tempered by steady growth across its leasing portfolio, including warehouses, cold storage facilities, commercial spaces, and its newly completed data center assets.
Industrial Lot Sales Moderate
Revenues from industrial lot sales reached ₱1.7 billion in 2025, representing a 50% decline year-on-year. The softer performance was attributed to a combination of limited ready inventory and more cautious market demand.
To replenish supply and position for future growth, ALLHC introduced ₱3.2 billion worth of new saleable inventory in its Cavite and Batangas Technoparks during the year. The company is also preparing additional phases of Pampanga Technopark for registration with the Philippine Economic Zone Authority (PEZA) and the Board of Investments (BOI), forming part of its planned industrial launches for 2026.
Leasing Portfolio Expands
ALLHC’s leasing businesses generated ₱2.0 billion in revenues, an 8% increase from 2024, supported by portfolio expansion and stable occupancy levels.
Warehouse revenues totaled ₱746 million, slightly below the previous year, reflecting tenant mix adjustments alongside continued footprint expansion. The company ended 2025 with 379,000 square meters (sqm) of warehouse gross leasable area (GLA)—an 11% increase year-on-year. Growth was driven by newly acquired facilities in Urdaneta and Iloilo, as well as additional units completed in Mabalacat and Naic, contributing a combined 39,000 sqm.
Cold storage emerged as a standout performer, with revenues surging 88% to ₱308 million. The growth was largely fueled by newly acquired facilities, expanding ALLHC’s cold storage capacity to 31,600 pallet positions, up 56% from 20,300 pallet positions in 2024.
Commercial leasing revenues reached ₱935 million, up 2% year-on-year, supported by improved mall occupancy rates and stable office demand.
Data Center Milestone Achieved
In 2025, ALLHC also marked a significant milestone with the completion of Phase 1A of its A-FLOW data center campus in Biñan, Laguna. The initial phase delivers 6 megawatts (MW) of IT capacity, signaling the company’s entry into the fast-growing digital infrastructure segment.
Focused on Long-Term Growth
ALLHC President and Chief Executive Officer Robert S. Lao said the company focused on stabilizing and optimizing assets amid a more deliberate market environment, while continuing to move forward with selective industrial developments.
He emphasized that disciplined execution and strategic expansion remain central to ALLHC’s approach as it positions the business for sustainable, long-term growth across its industrial, logistics, commercial, and digital infrastructure platforms.