Remy Cointreau (CHIX:RCOp)

Half Year 2026 Remy Cointreau SA Earnings Call Transcript

Nov 27, 2025 / 08:00 AM GMT

Release Date Price: €39.82 (+0.89%)

Transcript

Key Points

Positve

Part of Remy Cointreau (REMYF)'s portfolio has returned to growth, with 40% of organic sales in cognac and 85% in liquors and spirits back to positive territory.
The company is focusing on revitalizing cognac and accelerating the expansion of liquors and spirits, which are showing solid signs of recovery.
Remy Cointreau (REMYF) has a strong gross margin of 70.1% organically, slightly above pre-COVID levels.
The US market, a key strategic area, is showing consistent improvement, with Remy Martin outperforming the cognac category.
In China, despite challenges, there are early signs of recovery with successful strategies during the Mid-Autumn Festival and strong performance in e-commerce sales.

Negative

Group sales declined by 4.2% organically, with a significant decrease in current operating profit by 13.6% organically.
The market in China has become increasingly challenging, leading to a sharper than expected decline in business.
The EMEA region is experiencing soft consumption trends due to cautious consumer behavior and pressured discretionary spending.
Net debt to EBITDA ratio increased to 2.96, indicating higher financial leverage.
The company faces a negative currency impact, with a reported negative translation effect of €21.7 million on sales.

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

RCOP.PA - Remy Cointreau SA
Half Year 2026 Remy Cointreau SA Earnings Call
Nov 27, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone, and thank you for being with us this morning for Remi Coinro's first half results.

I am here with Franc Marilli, our CEO, and Luca Marroard, our CFO.

Both of them will, of course, take you through the detailed results.

Let me begin by sharing a clear and H1st picture of where we stand today.

As you can see in the next slide coming up, part of our portfolio has already returned to growth.

This this slide, thank you very much.

It seems we have a small technical issue, but we will resolve this in just a few seconds. Bear with us and apologies for the delay.

So, as you can see, part of our portfolio has already returned to growth.

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