Fluidra SA (CHIX:FDRe)

€ 22.46 (0%) Market Cap: 4.38 Bil Enterprise Value: 5.74 Bil PE Ratio: 28.19 PB Ratio: 2.55 GF Score: 76/100

Q1 2025 Fluidra SA Earnings Call Transcript

May 7, 2025 / 10:59 AM GMT

Release Date Price: €20.04 (-0.89%)

Transcript

Key Points

Positve

Fluidra SA (FLUIF) reported a strong Q1 2025 performance with sales up 7% year-on-year, driven by growth across all regions.
The company expanded its gross margin by 250 basis points due to the successful execution of its simplification program.
Fluidra SA (FLUIF) reduced its leverage ratio compared to Q1 2024, maintaining stable working capital to sales levels.
The company continues to invest in strategic acquisitions, such as the 27% investment in IPER and the acquisition of Pool Tracker, to enhance its product portfolio and digital strategy.
Fluidra SA (FLUIF) proposed a dividend of $0.60 per share, reflecting confidence in the resilience of its business and aligning with its capital allocation framework.

Negative

The company faces a significant impact from tariffs, particularly from Chinese imports, estimated at around €50 million for April to December 2025.
Operating expenses increased by 12.5% due to investments in digitalization, R&D, and inflation in labor and logistics costs.
Despite positive sales growth, the company is experiencing pressure on pricing in certain product categories, such as chemicals and cleaners.
Fluidra SA (FLUIF) is navigating a dynamic geopolitical and economic environment, which could impact future performance.
The company anticipates potential challenges in maintaining volume growth amidst planned price increases in North America.

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

FLUI.MC - Fluidra SA
Q1 2025 Fluidra SA Earnings Call
May 07, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to our first quarter 2025 results call. I'm Clara Valera, strategy investor relations and FPNA senior director.

Joining me today on this call is our executive Chairman Elois Planas, our CEO Jaime Ramire, and Javierintore, our CFO.

They will walk you through a few slides on our results and then they will all be available to take your questions.

You can follow this presentation in its original English version or in Spanish. Please select from your preferred option in the drop down menu at the bottom right hand side of the screen.

If you would like to ask a question, please find the information and instructions in the Ask a question tab on the webcast. Please register to receive that in details.

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