Intercos SpA (CHIX:ICOSm)

€ 12.28 (0%) Market Cap: 1.16 Bil Enterprise Value: 1.26 Bil PE Ratio: 24.07 PB Ratio: 2.43 GF Score: 79/100

Q1 2025 Intercos SpA Earnings Call Transcript

May 7, 2025 / 04:30 PM GMT

Release Date Price: €16.01

Transcript

Key Points

Positve

Intercos SpA (LTS:0AAR) posted its fourth consecutive quarter of double-digit growth, with sales increasing by 13%.
The company achieved a significant EBITDA growth of 41% and a margin gain of 225 basis points.
All regions, including Asia, posted double-digit increases, with Asia showing an 18% growth driven by strong performances in Korea and China.
Multinational clients, particularly in the prestige segment, showed strong growth, contributing to a 28% increase.
Intercos SpA (LTS:0AAR) remains focused on innovation and geographical diversification, which are expected to drive future growth.

Negative

Net debt saw a slight increase due to capital expenditures related to plant expansion.
The skincare category experienced a decline, particularly due to a contraction from US clients.
Emerging brands, which previously showed strong growth, were flat this quarter, indicating a potential slowdown.
The company faces challenges from tariffs and trade wars, creating short-term instability and potential impacts on production flows.
There is uncertainty in the US market, with a lack of expected rebound, impacting overall market growth projections.

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

ICOS.MI - Intercos SpA
Q1 2025 Intercos SpA Earnings Call
May 07, 2025 / 04:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good evening. This is the Coco conference operator. Welcome and thank you for joining the Interco first quarter 2025 results conference call. 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, the my signal and operator will press star and 0 on the telephone.

At this time, I would like to turn the confs over to Mr. Renato Sierrari, CEO of Intercourse. Please go ahead.

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Unidentified_2 [2]
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Good evening everybody, or

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