Half Year 2026 Logista Integral SA Earnings Call Transcript

Apr 30, 2026 / 08:00 AM GMT

Release Date Price: €32.69

Transcript

Key Points

Positve

Logista Integral SA (CDNIF) delivered a solid underlying performance across its main activities in Iberia and Italy.
The company recorded a total profit on inventory of $32 million for the period, driven by retail price increases.
Pharmaceutical distribution showed strong growth, supported by new laboratory agreements and expanded services.
Logista Integral SA (CDNIF) is making significant progress on its Sustainability Agenda 24-26, focusing on decarbonization and recycling initiatives.
The company maintains a strong commitment to shareholder remuneration, intending to distribute at least the same dividend as in 2025.

Negative

Economic sales decreased by 1%, and adjusted EBIT fell by 4%, mainly due to a lower contribution from inventory revaluation gains.
Net profit decreased by 10% year-on-year, reflecting a decrease in profit on inventory and lower financial income.
Tobacco volumes in Spain and Portugal declined by 1.2% year-on-year, impacting overall sales.
The French tobacco market experienced a 7% decline in distributed volumes, contributing to a 12% drop in adjusted EBIT.
Free cash flow was negative at EUR536 million, although it showed an improvement compared to the previous year.

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

LOG.MC - Logista Integral SA
Half Year 2026 Logista Integral SA Earnings Call
Apr 30, 2026 / 08:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning, everyone, and welcome to Logista's first half 2026 results presentation. I'm Isabel Troya, head of IR at Logista. Today, Pedro Lozada, our CFO, will walk you through the results for the period. Following the presentation, we will hold a Q&A session to address the questions submitted through the platform. You may submit your questions at any time during the presentation. Now, Pedro will proceed with the results. Pedro, if you may.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you, Isabel. Good morning, everyone, and thanks to all joining us today.

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.