Q3 2025 Amrest Holdings SE Earnings Call Transcript
Key Points
- Amrest Holdings SE (FRA:1QT) achieved a historic sales record of EUR660.5 million for Q3 2025, marking a 3.5% increase when excluding asset disposals.
- EBITDA reached EUR111.2 million with a solid margin of 16.8%, demonstrating strong profitability.
- The company opened 16 new restaurants and renovated 46 units, showing commitment to growth and modernization.
- Digital orders accounted for 62% of total transactions, highlighting successful digital transformation and consumer adoption.
- Amrest Holdings SE maintained a strong balance sheet with leverage at 2.1 times, at the low end of their internal target range.
- Consumer confidence remained weak, particularly in France, impacting sales and leading to a 14% decline in the region.
- Inflationary pressures and high living costs continued to squeeze disposable income, affecting consumer spending.
- Operating profit margin declined by 2.7 percentage points compared to the previous year, reflecting sector-wide wage and input cost dynamics.
- The company faced challenges in the Chinese market with a 10% decline in sales due to macroeconomic headwinds.
- Amrest Holdings SE revised its revenue and profitability guidance for 2025, expecting low-single-digit growth in sales and a slight increase in EBITDA margin.
Good afternoon, everyone, and welcome to the AmRest Q3 2025 results call. My name is Brika, and I will be coordinating your call today (Operator Instructions)
I would now like to hand you over to your host, Lukasz Wachelko to begin. So please go ahead, Lukasz.
Good afternoon, ladies and gentlemen. My name is Lukasz Wachelko, I'm representing WOOD & Company. And I have again a pleasure of moderating the call with management of AmRest to present to you the results of the third quarter of this year. The company is being represented by CFO, Mr. Eduardo Zamarripa; and IR and Strategic Director, Mr. Santiago Camarero Aguilera. Guys, the mic is yours.
Thank you, Lukasz. Good afternoon, and thank you for joining us in today's third-quarter 2025 AmRest results presentation. It is my pleasure to share with you an update of AmRest situation at the end of the quarter
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
