Haypp Group AB (FRA:8QG0)

Q2 2025 Haypp Group AB (publ) Earnings Call Transcript

Aug 7, 2025 / 07:00 AM GMT

Release Date Price: €12.04 (-9.88%)

Transcript

Key Points

Positve

Haypp Group AB (FRA:8QG0) reported a 23% year-on-year growth in nicotine pouch volume on a like-for-like basis.
Revenue continued to grow at approximately 20% on a like-for-like basis, adjusted for the Easter effect.
The company achieved a significant increase in gross margin by nearly 5 percentage points to 19%, showcasing the strength of its operating model.
The US nicotine pouch category has surpassed the US legal vape category in size, indicating robust market growth.
Haypp Group AB (FRA:8QG0) has strengthened its US team with key hires, including a head of customer acquisition and heads of legal and regulatory affairs, to support sustainable business growth.

Negative

The company faced a temporary distortion in the UK market due to the transition from disposable nicotine vape devices to rechargeable systems.
Foreign exchange movements, particularly the depreciation of the NOK and US dollar against the SEK, negatively impacted the company's performance.
There was a 9% drop in the number of customers, primarily due to the previous year's spike in customer numbers driven by zin shortages in the US.
The company expects increased operational expenses in the second half of the year due to ongoing investments in the US market.
Potential regulatory changes in the EU, including a proposed tax on nicotine products, could impact future profitability, although the final outcome is uncertain.

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

HAYPP.ST - Haypp Group AB (publ)
Q2 2025 Haypp Group AB (publ) Earnings Call
Aug 07, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Hype Group Q2 2025. For the first part of the conference call, the participants will be in listen-only mode. During the questions and answer session, participants are able to ask questions by dialing key 5 on their telephone keypad. Now I will hand the conference over to the speakers, CEO Gavin O'Dowd and CFO Peter Deli. Please go ahead.

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Unidentified_2 [2]
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Good morning everyone and welcome to our Q2 2025 conference call. Our CFO, Peter Delly, and I, Gavin O'Dowd, we take you to our results.

Starting at side 4.

I would

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