Davide Campari-Milano NV (OTCPK:DVCMY)

Full Year 2025 Davide Campari Milano NV Earnings Call Transcript

Mar 4, 2026 / 05:15 PM GMT

Release Date Price: $7.31 (+2.81%)

Transcript

Key Points

Positve

Davide Campari-Milano NV (DVDCF) achieved a solid performance in 2025, with organic top-line growth of 2.4% across 24 countries.
The company recorded a 100 basis points organic accretion in gross margin through its efficiency program.
Strong profitability was achieved with a 60 basis points organic accretion on EBIT margin.
The company successfully reduced its leverage to 2.5 times, a year ahead of schedule, supported by solid cash generation and effective working capital management.
Davide Campari-Milano NV (DVDCF) increased its dividend payout by 54%, reflecting confidence in its cash generation capabilities and financial flexibility.

Negative

The company faced significant volatility in the operating environment, including the impact of a hurricane in Jamaica.
Germany's performance was negatively impacted by retailer disputes and delisting, leading to a 3% decline in top-line growth.
The US market remains challenging with a tough pricing environment, impacting revenue growth management.
The company anticipates a $30 million tariff impact in 2026, which could offset some cost benefits.
Davide Campari-Milano NV (DVDCF) expects a more muted level of gross margin expansion in 2026 compared to 2025.

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

CPRI.MI - Davide Campari Milano NV
Full Year 2025 Davide Campari Milano NV Earnings Call
Mar 04, 2026 / 05:15PM GMT

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Presentation
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