IR Newsletter June 2026: Stepping up restructuring and strategic partnerships

On June 15, 2026, Phat Dat Real Estate Development Corporation (PDR: HOSE) released its June 2026 Investor Newsletter, highlighting the Company's key activities in the month, including its capital increase plan, the solicitation of shareholders' opinions, portfolio restructuring, expansion of strategic partnerships with international partners, and progress on major investment transactions.

APPROVAL OF PUBLIC SHARE OFFERING REGISTRATION DOCUMENTS
The Company has approved the registration dossier and the detailed plan for the public offering of additional shares to existing shareholders to increase its charter capital. The proceeds from the offering are expected to serve the Company's operational needs and the implementation of its business plans as previously approved by the General Meeting of Shareholders.

PDR SOLICITED SHAREHOLDERS' WRITTEN OPINIONS IN JUNE
Phat Dat's Board of Directors approved the solicitation of shareholders' written opinions in June 2026 regarding investment proposals valued from 35% to less than 50% of the Company's total assets based on its latest financial statements, together with other matters falling within the GMS authority. The record date for determining shareholders entitled to vote was June 1, 2026.

PHAT DAT NAMED AMONG THE TOP 10 ASIA–PACIFIC OUTSTANDING BRANDS
Phat Dat has recently been honored as one of the “Top 10 Asia–Pacific Outstanding Brands 2026” at the 5th Asia–Pacific Economic Forum held in Beijing, China. The award recipients are selected based on criteria including corporate reputation, competitiveness, product quality, international integration, innovation, and sustainable development. Reflecting this strategic direction, Phat Dat has expanded its cooperation with international partners such as Mitsubishi Corporation, Lotte, and WorldHotels under BWH Hotels, while also pursuing the adoption of international standards such as LEED and Fitwel in its projects.

PDR COMPLETED DIVESTMENT FROM TAM HIEP URBAN DEVELOPMENT JSC
Phat Dat announced its approval and completed the transfer of 33 million shares, representing 30% charter capital of Tam Hiep Urban Development JSC, effective from May 15, 2026. Following the transaction, Tam Hiep Urban Development JSC is no longer an affiliate of PDR. Established at the end of 2025 with an initial charter capital of nearly VND 990 billion, this company operates in the real estate development and construction sector. The transaction was disclosed on the basis of the decisions and reports of PDR's Board of Directors as part of the Company's investment portfolio restructuring strategy.

PDR ACCELERATES RESTRUCTURING, EXPECTING TO GENERATE UP TO VND 6 TRILLION

       DIVESTMENT OF SHARES IN HOA PHU JSC WITH VALUE OVER VND3000 BILLION

•   Transferor: Binh Duong Building Real Estate Investment And Development Joint Stock Company (a subsidiary under PDR’s control), the developer of Thuan An 2 High-Rise Residential Complex.

•   Transferred: All 136,863,000 shares.

DIVESTMENT OF SHARES IN SERENITY INVESTMENT JSC 

•   Transferor: Serenity Investment JSC, the developer of Serenity Phuoc Hai Project—a premium mixed-use development comprising serviced apartments, hotel shophouses, and resort villas.

•   Transferred: 99.34% of existing shares.

➢ The divestment from these projects forms part of Phat Dat's strategy to optimize capital allocation. With a combined estimated transaction value of up to VND 6 trillion, the two transactions are expected to significantly strengthen the Company's financial position, enabling it to focus resources on the development of its key projects in the coming period.

OFFICIAL PAYMENT OF VND 900 BILLION IN DEPOSIT TO LOTTE, ADVANCING PARTNERSHIP ON THU THIEM ECO SMART CITY

•   On May 28, 2026, Phat Dat transferred a VND900 billion deposit to Lotte in accordance with the agreement under the Memorandum of Understanding.

•   The payment was made just two days after Phat Dat and Lotte Properties HCMC signed the MoU on May 26, 2026 relating to the Thu Thiem Eco Smart City project in the Thu Thiem New Urban Area.

•    The project is envisioned as a modern mixed-use development comprising a shopping mall, office buildings, hotels, high-end residential apartments, and smart urban amenities.
•    The deposit payment marks the transition of the partnership into the implementation phase.
•    The collaboration is expected to provide a solid foundation for the successful development of the project, create long-term value for both parties, and contribute to the transformation of Ho Chi Minh City's urban landscape.

Read the full Newslette r here.