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Irsa Inversiones Y Representaciones SA (MX:IRSN)
:IRSN

Irsa Inversiones Y Representaciones SA (IRSN) Price & Analysis

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IRSN Stock Chart & Stats

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Bulls Say, Bears Say

Bulls Say
High Mall Occupancy And Stable Fixed-rent MixNear-100% occupancy across malls and a revenue mix where ~87% is fixed (base rent, parking, advertising) create durable recurring cash flows. This structural revenue stability cushions operating cash against consumption cycles, supporting predictable rental EBITDA and long-term lease cash generation.
Conservative Leverage And Liquidity ProfileRelatively low net leverage metrics (net debt/rental EBITDA ~1.4x, LTV ~11%) and an improving equity base provide financing headroom. The balance-sheet capacity and access to markets (recent issuances and scheduled repayments executed) support funding for developments while keeping refinancing risk contained over the medium term.
Active Development Pipeline And Capital-recycling StrategyProgress on large projects (Ramblas construction, Zetta expansion with a major pre-lease) plus land-swap and sale transactions (~$105M) show IRSA can monetize development value and secure pre-leases. This structural pipeline and capital recycling should drive future rental growth and recurring income as projects stabilize.
Bears Say
Inconsistent Operating Cash GenerationOperating cash flow remains small versus reported earnings and free cash flow has been uneven, including weak FCF in 2024–2025. That inconsistency undermines sustainable internal funding for CapEx, development rollouts and dividends, raising reliance on external financing for growth plans.
Weak Tenant Sales And Consumption TrendsA ~10% drop in tenant sales and ongoing weak consumption reduce variable rent components and tenant profitability. Over time this can depress occupancy renewal terms, increase tenant turnover risk and compress mall revenue growth, making earnings more sensitive to macro and consumer-credit conditions.
Planned Increase In Net Debt And Rising Finance/tax CostsManagement plans to modestly raise net debt to fund developments while financial and tax costs are rising. Increased leverage for projects, together with higher interest and tax expenses, can pressure margins and liquidity buffers, elevating refinancing and currency/valuation sensitivity in volatile macro conditions.

Irsa Inversiones Y Representaciones SA News

IRSN FAQ

What was Irsa Inversiones Y Representaciones SA’s price range in the past 12 months?
Currently, no data Available
What is Irsa Inversiones Y Representaciones SA’s market cap?
Irsa Inversiones Y Representaciones SA’s market cap is $23.66B.
    When is Irsa Inversiones Y Representaciones SA’s upcoming earnings report date?
    Irsa Inversiones Y Representaciones SA’s upcoming earnings report date is Sep 08, 2026 which is in 32 days.
      How were Irsa Inversiones Y Representaciones SA’s earnings last quarter?
      Irsa Inversiones Y Representaciones SA released its earnings results on May 06, 2026. The company reported -$4.783 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
        Is Irsa Inversiones Y Representaciones SA overvalued?
        According to Wall Street analysts Irsa Inversiones Y Representaciones SA’s price is currently same. Get more investment ideas with TipRanks Premium
          Does Irsa Inversiones Y Representaciones SA pay dividends?
          Irsa Inversiones Y Representaciones SA does not currently pay dividends.
          What is Irsa Inversiones Y Representaciones SA’s EPS estimate?
          Irsa Inversiones Y Representaciones SA’s EPS estimate for its next earnings report is not yet available.
          How many shares outstanding does Irsa Inversiones Y Representaciones SA have?
          Irsa Inversiones Y Representaciones SA has 84,611,595 shares outstanding.
            What happened to Irsa Inversiones Y Representaciones SA’s price movement after its last earnings report?
            Irsa Inversiones Y Representaciones SA reported an EPS of -$4.783 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Irsa Inversiones Y Representaciones SA?
              Currently, no hedge funds are holding shares in MX:IRSN
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Irsa Inversiones Y Representaciones SA Stock Smart Score

                Company Description

                Irsa Inversiones Y Representaciones SA

                IRSA Inversiones y Representaciones Sociedad Anónima, or IRSA, operates an extensive portfolio of real estate businesses across Argentina. The company's core operations involve the purchase, construction, and management of diverse properties, including retail centers, office buildings, and various other commercial sites, primarily for generating rental income. Beyond this, IRSA also develops and markets residential units, acquires and oversees luxury hotel properties, and procures undeveloped land reserves for future construction projects or eventual sale. Founded in 1943, the firm maintains its main office in Buenos Aires, Argentina, and operates as a subsidiary of Cresud Sociedad Anónima Comercial.

                Irsa Inversiones Y Representaciones SA (IRSN) Earnings & Revenues

                IRSN Company Deck

                IRSN Earnings Call

                Q3 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call conveyed a predominantly positive operational and financial picture: solid occupancy and rental performance across shopping malls, offices and hotels; significant net result improvement and healthy dollar EBITDA; meaningful progress on strategic development projects (Zetta expansion, Ramblas) and conservative leverage metrics. Key risks highlighted include a 10% drop in tenant sales in real terms, macro-driven valuation volatility from inflation/currency dynamics, potential for higher interest and tax costs, and near-term consumption weakness. On balance, the positive operational momentum, strong project pipeline and low leverage outweigh the macro and consumption headwinds.View all MX:IRSN earnings summaries
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