Q1 2026 Matas A/S Earnings Call Transcript

Aug 13, 2025 / 08:00 AM GMT

Release Date Price: kr137.8

Transcript

Key Points

Positve

Matas AS (FRA:1MTA) reported a 4.7% year-on-year growth, with a 6% reported growth, indicating strong performance despite market challenges.
The company successfully integrated the KIS Group, achieving sustained market share gains and growth in all four markets.
Matas AS (FRA:1MTA) has surpassed 6 million members across the Nordics, enhancing its competitive edge.
The company completed the construction of two automated logistics centers on time and within budget, improving operational efficiency.
A share buyback program and full refinancing on competitive terms have been launched, providing financial flexibility.

Negative

The gross margin was negatively impacted by currency effects, particularly due to buying in SEK and selling in NOK.
Closure of Skin City, a high gross margin but loss-making business, affected overall gross margin.
The company faces a volatile market environment, particularly in Sweden, where signs of a retail slowdown are evident.
There are increased costs associated with opening and running the new Danish warehouse, impacting margins.
The company is investing in price competitiveness, which may lead to margin dilution in the short term.

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

MATAS.CO - Matas A/S
Q1 2026 Matas A/S Earnings Call
Aug 13, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to Mas Q1 conference call. For the first part of this call, all participants are in a listen-only mode. Afterwards, there'll be a question and answer session.

To ask a question during the Q&A, please press 5 star on your telephone keypad. This call is being recorded. I'd now like to introduce CEO Craigas Willspo and CFO Pierre Johannison Mason. Please begin.

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Unidentified_2 [2]
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Thank you, operator and welcome everyone to the call, our earnings call for the first quarter of the financial year, and it's been a good start to the quarter, but it's

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