Q3 2025 Haci Omer Sabanci Holding AS Earnings Call Transcript
Key Points
- Haci Omer Sabanci Holding AS (IST:SAHOL) reported substantial positive momentum in their business for the third quarter of 2025.
- The company demonstrated significant cost discipline, particularly in non-bank sectors, leading to an uplift in EBITDA margins.
- The company has a healthy balance sheet and substantial cash flow generation, enabling continued investment in strategic targets.
- Expansion in the US market with new solar projects under Sabanja Climate Technologies, increasing their capital commitments to $362 million.
- Akbank's strong adaptability and robust market share gains contributed to its profitability, with a solid capital adequacy ratio of 17.2%.
- Despite positive momentum, the company's bottom line is not yet positive, though close to breakeven.
- The geopolitical and trade policy risk indices remain high, posing potential challenges.
- High interest rates and inflation in Turkey are impacting the bottom line performance of many businesses.
- Combined revenues declined by about 3% in the third quarter of 2025.
- Material technologies business underperformed, with a contraction in EBITDA margin by more than 200 basis points.
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Good afternoon. Good morning, depending on your time zone. Welcome to Sabanja Olding's 3rd quarter earnings webcast. I have our CFO Ern Kirtan with me today, and we will have a query session after the presentation, as always.
Before we start, please refer to our disclaimer page.
I now would like to leave the floor to our CFO, wouldn't they?
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Thank you, Karam. Good morning. Good afternoon, everyone.
We are very happy to be with you.
In Sabanja Holding's 3rd quarter results discussion.
We are also pleased to report another quarter of substantial positive momentum, in our business.
If you could, turn to page 3.
This, between 24 and 25, there has been a substantial and positive swing in our bottom line, either in the nine months or the third quarter as you look at it.
I'm also happy to say, on the non-bank side, especially,
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