Assets

Consolidated Balance Sheet Structure

Consolidated Balance Sheet Structure

Dec. 31, 2024

Mar. 31, 2025

in € million

in %

in € million

in %

Non-current assets

82,326.9

91.2

83,602.1

92.2

Current assets

7,909.4

8.8

7,024.6

7.8

Total assets

90,236.3

100.0

90,626.7

100.0

Equity

28,126.9

31.2

28,923.8

31.9

Non-current liabilities

54,644.6

60.6

52,864.5

58.3

Current liabilities

7,464.8

8.3

8,838.4

9.8

Total equity and liabilities

90,236.3

100.0

90,626.7

100.0

The Group’s total assets increased by € 390.4 million, from € 90,236.3 million as of December 31, 2024 to € 90,626.7 million.

The main development in non-current assets is the € 1,386.5 million increase in investment properties, which is due in particular to additions amounting to € 792.5 million, mainly in the context of the transactions concluded with the QUARTERBACK Immobilien group. Changes in value from currency translation in the amount of € 370.3 million and capitalized modernization costs in the amount of € 194.1 million also had a significant impact.

The transactions with Apollo Capital Management L.P. relating to the disposal of shares in the Südewo portfolio of residential properties in Baden-Württemberg and a portfolio in northern Germany in the 2023 fiscal year gave rise to call options on these shares. These were recognized directly in equity as an asset in the 2023 fiscal year. The call options have been adjusted, affecting net income, on a regular basis since December 31, 2023. These options were remeasured on March 31, 2025, resulting in a valuation of € 667.0 million. The adjustment was recognized in the form of an expense of € 64.0 million.

In current assets, it was in particular the disposal of assets held for sale in the amount of € 836.9 million and the disposal of assets of discontinued operations in the amount of € 238.5 million that resulted in a decrease in this item by € 884.8 million in total. Countering the disposals, there was an increase in cash and cash equivalents of € 422.5 million. Other changes in current assets relate to the decrease in financial assets by € 192.4 million, mainly due to the offsetting of loans as part of the QUARTERBACK transactions, and the decrease in trade receivables by € 121.5 million.

On March 31, 2025, goodwill comprised 1.5 % of total assets (December 31, 2024: 1.5 %).

As of March 31, 2025, the gross asset value (GAV) of Vonovia’s property assets came to € 82,939.0 million. This corresponds to 91.5 % of total assets, compared to € 82,570.5 million or 91.5 % at the end of 2024.

Total equity increased by € 796.9 million from € 28,126.9 million to € 28,923.8 million, due in particular to the profit for the period of € 515.4 million and the other comprehensive income of € 281.8 million. The latter was influenced to a significant degree by currency effects amounting to € 258.4 million.

The equity ratio stood at 31.9 % as of March 31, 2025, compared with 31.2 % at the end of 2024.

Liabilities went down by € 406.5 million from € 62,109.4 million to € 61,702.9 million. The total of non-current non-derivative financial liabilities fell by € 1,881.5 million, from € 37,448.3 million to € 35,566.8 million. Current non-derivative financial liabilities increased by € 1,396.6 million, from € 5,202.7 million to € 6,599.3 million.

Deferred tax liabilities rose by € 106.8 million from € 15,613.5 million to € 15,720.3 million.