Half Year 2025 B&S Group SA Earnings Call Transcript

Aug 5, 2025 / 08:30 AM GMT

Release Date Price: €5.88 (+0.17%)

Transcript

Key Points

Positve

B&S Group SA (FRA:70B) reported a 4.5% increase in turnover, indicating strong performance across its segments.
The company achieved a significant improvement in cash flow, with a positive cash flow from operations of almost 10 million, compared to a negative cash flow in the previous year.
Operational excellence in the food segment led to over 8% growth, driven by strong performance in duty-free and maritime sectors.
The beauty segment experienced strong turnover growth across B2C, B2B, and B2R, supported by increased product availability and strong sourcing possibilities.
The company successfully divested non-strategic businesses in the liquor segment, resulting in improved EBDA from a negative to a positive figure.

Negative

EBDA margin decreased due to geopolitical tensions and uncertainties around import tariffs, impacting profitability.
Staff costs increased by 9.1%, driven by market conditions and the need for temporary staff, particularly in US warehouses.
The retail segment experienced a turnover decline due to the closure of economically less viable shops as part of the operational excellence program.
Normalized EBDA margin decreased from 5.1% last year to 4.4% during the first half of 2025.
The company incurred approximately 2.1 million in one-off advisory costs, impacting overall financial performance.

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

BSGR.AS - B&S Group SA
Half Year 2025 B&S Group SA Earnings Call
Aug 05, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Hello. Welcome to the BNS Half year 2025 results conference call hosted by Peter Fairlo, CEO and Mark Fasa, CFO. For the first part of this call, all participants will be in listen-only mode, and afterwards there will be a question and answer session. If you wish to ask a question, please press Keyo 5 on your telephone keypad. I would now like to hand the call over to Beta Fairlo. Mr. Fairlo, please go ahead.

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Unidentified_2 [2]
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Thank you, Elba. Welcome to our analysts call around the health the results 2025.

We will, speak to the numbers, a bit

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