Amrest Holdings SE (OTCPK:ARHOF)

Q4 2025 Amrest Holdings SE Earnings Call Transcript

Feb 27, 2026 / 01:00PM GMT

Release Date Price: $8.52

Transcript

Key Points

Positve

Amrest Holdings SE (FRA:1QT) reported a 2.4% year-on-year increase in group revenues, reaching almost EUR2.6 billion.
The company's EBITDA generation for 2025 reached EUR407 million, representing an EBITDA margin of 15.9%.
Amrest Holdings SE (FRA:1QT) opened 92 new units and renovated 213 restaurants in 2025, indicating ongoing expansion and improvement efforts.
The company maintained a prudent leverage ratio of 2.3 times at year-end, within its internal target range.
Amrest Holdings SE (FRA:1QT) advanced its strategic roadmap by disposing of a 51% stake in SCM, enhancing its supply chain management and product quality assurance capabilities.

Negative

The company's EBITDA margin declined by 0.8 percentage points due to the deconsolidation of the SEM business and elevated operating cost pressures.
Amrest Holdings SE (FRA:1QT) experienced a challenging operating environment, particularly in the fourth quarter, affecting profitability.
The company faced temporary business disruptions in the Czech market due to misleading allegations about food safety.
Western Europe segment revenues declined by 3% year-on-year, with France experiencing a 13% decline due to a challenging trading environment.
The company plans to close underperforming restaurants in 2026, indicating ongoing challenges in optimizing its portfolio.

Operator

Hello everybody and welcome to the Amrest FY'2025 results. My name is Elliot and I'll be coordinating your call today. (Operator Instructions)

And I'd like to hand over to Lukasz Wachelko, with Wood and Company. Please go ahead.

Lukasz Wachelko

Wood & Company Investicni Spolecnost as - Analyst

Good afternoon, ladies and gentlemen. My name is Lukasz Wachelko. I'm representing Wood and Company, and I have, again the pleasure to moderate the call of Amrest after the quarterly results. The company is being presented by Chief Executive Officer, Mr. Luis Comas; Chief Financial Officer, Mr. Eduardo Zamarripa Escamilla; and Chief of IR, Mr. Santiago Camarero Aguilera. Without the further view, guys, I mic is yours.

Luis Comas

Amrest Holdings SE - Chief Executive Officer

Good afternoon and thank you for joining us. We appreciate your time and continued interest in Amrest. I'm Luis Comas, CEO of Amrest, and I'm delighted to be with you today. Joining me are our CFO, Eduardo Samarita, and our head of strategy

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