Q4 2025 Ariston Holding NV Earnings Call Transcript

Mar 3, 2026 / 02:00 PM GMT

Transcript

Key Points

Positve

Ariston Holding NV (STU:E0E) achieved a 3% organic growth for the full year 2025, with consistent growth across four consecutive quarters.
The company reported a healthy adjusted EBIT margin of 7.1%, aligning with the guidance provided a year ago.
Ariston Holding NV (STU:E0E) strengthened its strategic position in Germany, outperforming the market with a broad range of technologies.
The company expanded its global industrial footprint with new plants in Serbia and Cairo, enhancing production capabilities.
Ariston Holding NV (STU:E0E) maintained strong cash generation, supported by disciplined working capital management and strategic investments.

Negative

Cash generation was lower compared to previous years due to the absence of exceptional working capital reductions.
The European gas market remained weak, with a 15-year low replacement rate impacting overall market conditions.
Adverse currency effects negatively impacted revenues in several countries, including the US, Mexico, and India.
The company faced a decline in gas boiler demand, which remained weak across key markets.
The geopolitical developments in the Middle East pose potential risks to market demand and business operations.

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

ARIS.MI - Ariston Holding NV
Q4 2025 Ariston Holding NV Earnings Call
Mar 03, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. This is the Colosco conference operator. Welcome and thank you for joining the Ariston Group 4th quarter and full year 2025 results presentation.

As a reminder, all participants are in listen-only mode.

After the presentation, there will be an opportunity to ask questions.

Should anyone need assistance during the conference call, they may signal an operator by pressing 0 on their telephone.

At this time I would like to turn the conference over to Miss Hilaria Candotti, head of IR.

Please go ahead, madam.

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Unidentified_2 [2]
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