Full Year 2025 Lewis Group Ltd Earnings Call Transcript

May 29, 2025 / 10:59 AM GMT

Transcript

Key Points

Positve

Revenue increased by 13.5% with merchandise sales growing by 9.2%.
Operating profit expanded by 66.9%, with an operating profit margin increase of 790 basis points to 22.7%.
EPS increased by more than 80%, and a final dividend of $0.50 was declared, bringing the total dividend for the year to $0.80.
The debtor's book displayed strong growth of 14.5%, with a record high satisfactory paying percentage of 83.5%.
The company successfully opened 33 new stores and revamped 170 stores, enhancing its retail footprint.

Negative

Operating costs exceeded the target range set at the beginning of the year.
The retail landscape remains challenging with no expected economic recovery or growth to support sales.
There is increased competition from companies like Pepcore entering the furniture business.
Borrowings increased by 279 million, although still within the board's risk appetite.
The share price growth did not keep pace with the growth in net asset value per share.

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

LEWJ.J - Lewis Group Ltd
Full Year 2025 Lewis Group Ltd Earnings Call
May 29, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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A very good afternoon to all stakeholders and other interested parties.

Welcome to our annual results presentation for 2025.

Joining me this afternoon, our group CFO Jacques Desty and also Graham Lilly from Tier one.

Our agenda for this afternoon will start with a review of 2025.

After which we will do a deep dive into our biggest business assets, the debtor's book, followed by the financial results.

We'll then move on to discuss our targets and outlook. We will have a look at our achievements against the targets that we communicated with the market 12 months ago.

We'll then move on to discuss new targets and we'll spend time on the outlook.

Ladies and gentlemen, please send

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