Q3 2025 K-Bro Linen Inc Earnings Call Transcript

Nov 13, 2025 / 02:00 PM GMT

Release Date Price: €22.4 (-1.75%)

Transcript

Key Points

Positve

K-Bro Linen Inc (KBRLF) reported record results for Q3 2025 with revenue of $156 million and adjusted EBITDA of $33.5 million.
The acquisition of Stellar Mayan has enabled K-Bro Linen Inc (KBRLF) to establish a national footprint in the UK, enhancing revenue diversification by geography and business mix.
Consolidated revenue in Q3 increased by 49% compared to Q3 2024, with healthcare revenue up by 67% and hospitality revenue by 34%.
The Canadian division saw an increase in adjusted EBITDA margin to 22.8% due to labor efficiencies and the elimination of the Canadian carbon tax.
K-Bro Linen Inc (KBRLF) has a strong balance sheet with ample undrawn capacity on its syndicated revolving credit facility, reinforcing strong liquidity.

Negative

Adjusted EBITDA margin decreased to 21.5% in 2025 from 22% in 2024, attributed to the lower margin profile of Stellar Mayan.
The UK division's adjusted EBITDA margin decreased to 20.3% in 2025 from 24.3% in 2024 due to the lower Stellar Mayan margin profile.
Net earnings as a percentage of revenue decreased to 5.7% in 2025 compared to 7.8% in 2024.
Wages and benefits increased significantly, impacting the cost structure due to the Stellar Mayan acquisition.
Materials and supplies costs increased, primarily related to the Stellar Mayan cost structure, affecting overall profitability.

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

KBL.TO - K-Bro Linen Inc
Q3 2025 K-Bro Linen Inc Earnings Call
Nov 13, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and welcome to the Kro Learning Systems Inc.s. 3rd quarter 2025 results conference call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press 0 for the operator. This call is being recorded on Thursday, November 13th, 2025.

I would like to conference over to Christie Plackquin. Please go ahead.

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Unidentified_2 [2]
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Thank you, operator, and good morning, everyone.

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