Celsia SA Esp (BOG:CELSIA)

Q3 2025 Celsia SA Earnings Call Transcript

Nov 10, 2025 / 01:00 PM GMT

Release Date Price: COP4900 (+1.03%)

Transcript

Key Points

Positve

Celsia SA Esp (BOG:CELSIA) reported a significant revenue increase of 173% year-over-year, reaching approximately $725 million for the quarter.
The company expanded its partnership with PepsiCo, enhancing its distribution network and gaining strategic energy drink captaincy in the US.
Celsia's acquisition of Rockstar Energy and integration into its portfolio is expected to broaden its consumer base and strengthen its market position.
The company achieved a gross margin improvement to 51.3% from 46% a year ago, reflecting better efficiency and scale benefits.
Celsia's international expansion, particularly in Australia, has exceeded expectations, indicating strong global growth potential.

Negative

The company anticipates a noisy Q4 due to integration activities, promotions, and cash management, which may affect financial performance.
There are concerns about potential margin pressures in Q4 due to tariffs, higher scrap, and freight costs associated with integration efforts.
Celsia is facing challenges with inventory management and optimization as it transitions Ilani into the Pepsi distribution network.
The company is experiencing increased sales and marketing expenses, which could impact profitability in the short term.
There is uncertainty regarding the impact of tariffs and inflation on raw materials, which could affect future cost structures.

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

CEL.CN - Celsia SA
Q3 2025 Celsia SA Earnings Call
Nov 10, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Celsius Holdings 3rd quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number 1 on your telephone keypad.

Thank you. I will now hand the call over to Paul Wiseman, Investor relations. Please go ahead.

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Unidentified_2 [2]
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Good morning and thank you for joining Celsius Holdings 3rd quarter 2025 earnings webcast. With me

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