Half Year 2026 Lewis Group Ltd Earnings Call Transcript

Nov 20, 2025 / 10:00 AM GMT

Transcript

Key Points

Positve

Revenue increased by 11.3%, with merchandise sales up by 6.7% and other revenue increasing by 16.7%.
Operating profit increased by 21.4%, with the operating profit margin expanding by 250 basis points to 20.7%.
The debtor's book increased by 14%, with a record high satisfactory paid performance of 82.7%.
Earnings per share rose by 13.8%, and headline earnings per share increased by 16.8%.
The company achieved its store opening target for the year, opening a net 40 new stores, a record for any 6-month period.

Negative

Cash sales showed a muted increase of only 3.7%, reflecting limited cash availability in the economy.
The specialty segment ended with an operating loss of 18 million, with poor performance from the UFO brand.
Online visibility suffered due to a change in marketing agencies, impacting initial trading performance.
Borrowings increased by over 200 million, although still within management's risk appetite.
Discretionary spending is expected to remain constrained, with no short to medium-term expansion in the furniture market anticipated.

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

LEWJ.J - Lewis Group Ltd
Half Year 2026 Lewis Group Ltd Earnings Call
Nov 20, 2025 / 10:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Very good afternoon to all our stakeholders and interested parties.

A warm welcome to all of you at Lewis at the Lewis Group's or to the Lewis Group's interim results presentation for the period ended 30 September 2025.

I'm joined today by our group CFO Ja Beesby, as well as Graeme Lilly from Tier One Investor Relations.

On our agenda for this afternoon, we'll kick off with a review of our results for 1:30.

That will be followed by a deep dive into our debtor's book. We'll then move on to our financial results, after which I will deal with our targets, and I'll give you a comprehensive update on how we've performed and we'll compare all of our achievements against the commitments that we've made 6

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.