Kofola CeskoSlovensko AS (FRA:48K)
€ 20.15 +0.23 (+1.15%) Market Cap: 434.10 Mil Enterprise Value: 673.37 Mil PE Ratio: 16.72 PB Ratio: 5.40 GF Score: 84/100

Q1 2025 Kofola CeskoSlovensko as Earnings Call Transcript

Jun 11, 2025 / 08:00 AM GMT
Release Date Price: €19.5 (-0.10%)

Key Points

Positve
  • Kofola CeskoSlovensko AS (XPRA:KOFOL) successfully launched key innovations such as Targa Florio retail and replaced their route portfolio.
  • The company is well-prepared for the top season and maintains its EBITDA target for 2025.
  • Export markets showed resilience with a sales growth of 4% compared to the same period last year.
  • Kofola CeskoSlovensko AS (XPRA:KOFOL) modernized the can filling line at the production plant in Aency, enhancing production efficiency.
  • The company implemented a sustainable delivery solution using electric trucks, demonstrating a commitment to reducing its environmental footprint.
Negative
  • Kofola CeskoSlovensko AS (XPRA:KOFOL) reported a decline in results compared to the first quarter of 2024, with EBITDA decreasing by approximately 100 million Czech crowns.
  • The sugar tax imposed in Slovakia significantly impacted results, contributing to half of the EBITDA decrease.
  • Adverse weather conditions, including a cold and rainy spring, negatively affected consumer sentiment and sales.
  • Higher VAT on sugar and non-alcoholic beverages in Slovenia and a higher returnable packaging fee in Croatia led to increased consumer prices and lower sales volumes.
  • The company faced a consumer boycott in Croatia, further influencing lower sales volumes.


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

KOFOL.PR - Kofola CeskoSlovensko as
Q1 2025 Kofola CeskoSlovensko as Earnings Call
Jun 11, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to COOA's first quarter of 2025 results conference call.

Martin P. Clarke, the group CFO, will present a summary of the results.

This will be followed by recording with business insights from Czechoslovakia, Adriatic, and beats and insider segments presented by country's CEOs Daniel Boris and Marianne Chiovich and CFO Martin Rosseau. Then will be time for your questions.

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Unidentified_2 [2]
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Bean investors, good morning. Martin Pela speaking. After several quarters of growing results, first
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