Q3 2025 Ontex Group NV Earnings Call Transcript

Oct 30, 2025 / 11:00 AM GMT

Release Date Price: €6.39 (+3.06%)

Transcript

Key Points

Positve

Ontex Group NV (ONXXF) reported a 4% sequential revenue growth in Q3, driven by new contract wins despite a soft market environment.
The company's margin improved by 3 percentage points due to revenue growth and cost transformation efforts.
Ontex Group NV (ONXXF) achieved net cost savings of €160 million in the quarter, offsetting cost increases.
The company expects further revenue growth of 5% in Q4, primarily from new contract wins.
Ontex Group NV (ONXXF) maintained a stable leverage ratio of 2.7 times, with net debt reduced by €9 million to €543 million.

Negative

Year-on-year revenue decreased by 5% in Q3, attributed to lower volumes and a soft market environment.
The company's adjusted EBITDA dropped due to a €6 million negative impact from revenue decrease.
Raw material costs remain high, particularly for fluff and packaging materials, despite some stabilization.
Operating costs increased due to inflation in salaries, logistics, and other services.
The baby care segment experienced an 11% decline in volumes, affected by soft demand and promotional activities by brands.

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

ONTEX.BR - Ontex Group NV
Q3 2025 Ontex Group NV Earnings Call
Oct 30, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, everyone, and thank you for joining us today. I'm Jeff Raskin from Investor Relations, and I'm pleased to have with us San Gustavo Calboass, our CEO and Geters, our CFO, to present the 3rd quarter results.

Before that, let me remind you of the safe harbor regarding forward-looking statements. I will not read it out loud, but I will assume you will have duly noted it.

And with that cleared up, Gustavo, over to you.

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Unidentified_2 [2]
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Thanks, Geoff.

While market conditions have not been supportive in 2025 so far, our

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