Amrest Holdings SE (OTCPK:ARHOF)

Q3 2025 Amrest Holdings SE Earnings Call Transcript

Nov 14, 2025 / 01:00 PM GMT

Release Date Price: $8.52

Transcript

Key Points

Positve

Amrest Holdings SE (FRA:1QT) achieved a historic sales record of €660.5 million for the third quarter, marking a 3.5% increase when excluding the impact of asset disposals.
The company opened 16 new restaurants and renovated 46 units during the quarter, demonstrating a commitment to growth and modernization.
Digital orders accounted for 62% of total transactions, highlighting strong digital adoption and consumer preference for convenience.
Amrest Holdings SE maintained a solid EBITDA margin of 16.8%, showcasing its ability to sustain healthy profitability.
The company has a strong liquidity position with nearly €145 million in cash and access to an additional €250 million via committed credit lines.

Negative

Consumer confidence remains weak across several markets, impacting discretionary spending in restaurants.
The French market, particularly the Sushi Shop brand, faced significant challenges with a 14% decline in sales due to weak consumer confidence.
Operating profit margin declined by 2.7 percentage points compared to the previous year, reflecting sector-wide wage and input cost dynamics.
Sales in Western Europe declined by 2.7% compared to the same period last year, with France being a major contributor to this decline.
The company revised its revenue and profitability guidance for the year, expecting low single-digit growth in sales and an EBITDA margin slightly above the current year-to-date figure of 15.6%.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EATP.WA - Amrest Holdings SE
Q3 2025 Amrest Holdings SE Earnings Call
Nov 14, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon everyone, and welcome to the unrest Q3 2025 results call. My name is Bria and I will be coordinating your call today.

During the presentation, you can register to ask a question by pressing star followed by the number one on your telephone keypad.

If you change your mind, please press 1 followed by 2.

And for those of you who have joined online, you can register a written question in the Q&A box.

I would now like to hand you over to your host, Lucas Macheelco. To begin, so please go ahead, Lucas.

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