Aramis Group SA (LTS:0AAA)

Half Year 2026 Aramis Group SA Earnings Call Transcript

May 20, 2026 / 08:00 AM GMT

Release Date Price: €2.85 (+1.06%)

Transcript

Key Points

Positve

Aramis Group SA (STU:6T6) outperformed the market in France, gaining 9 points despite an 8% market decline.
The company is accelerating its C2B sourcing and leveraging technology and AI to improve operations.
Strategic transitions in the UK and Austria are showing positive results, particularly in unit margins.
Italy showed strong performance with a 51% increase in volume and a 29% increase in GPU, reaching breakeven.
The company maintains a healthy balance sheet with approximately EUR200 million of undrawn credit facilities.

Negative

Revenues decreased by 6.5% to $1.13 billion, with B2C units sold down by 7.3%.
The pre-registered market faced significant pressure due to the Middle East conflict, impacting demand for ICE vehicles.
Adjusted EBITDA decreased from EUR32.8 million in H1 2025 to EUR23.3 million in H1 2026.
The UK and Austrian markets saw a decrease in market share due to strategic cuts in unprofitable business.
Net debt increased to EUR40 million due to the purchase of remaining shares in Car Supermarket.

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

ARAMI.PA - Aramis Group SA
Half Year 2026 Aramis Group SA Earnings Call
May 20, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Aramis Group H1 2026 results conference call. For the first part of the conference call, the participants will be in listen-only mode. During the questions and answers session, participants are able to ask questions by dialing pound key 5 on their telephone keypad. I will now hand over to the speakers to begin today's call.

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Unidentified_2 [2]
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Good morning, everyone, and welcome.

Thank you for joining us today for the presentation of Aramis Group's first half result for fiscal year 2026.

I'm Jules Naveau, Head of Investor

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