Half Year 2026 Logista Integral SA Earnings Call Transcript

Apr 30, 2026 / 08:00 AM GMT

Release Date Price: MXN614.04

Transcript

Key Points

Positve

Logista Integral SA (CDNIF) delivered a solid underlying performance across its main activities in Iberia and Italy.
The company recorded a total profit on inventory of $32 million for the period, driven by retail price increases.
Pharmaceutical distribution showed strong growth, supported by new laboratory agreements and expanded services.
Logista Integral SA (CDNIF) is making significant progress on its Sustainability Agenda 24-26, focusing on decarbonization and recycling initiatives.
The company maintains a strong commitment to shareholder remuneration, intending to distribute at least the same dividend as in 2025.

Negative

Economic sales decreased by 1%, and adjusted EBIT fell by 4%, mainly due to a lower contribution from inventory revaluation gains.
Net profit decreased by 10% year-on-year, reflecting a decrease in profit on inventory and lower financial income.
Tobacco volumes in Spain and Portugal declined by 1.2% year-on-year, impacting overall sales.
The French tobacco market experienced a 7% decline in distributed volumes, contributing to a 12% drop in adjusted EBIT.
Free cash flow was negative at EUR536 million, although it showed an improvement compared to the previous year.

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

LOG.MC - Logista Integral SA
Half Year 2026 Logista Integral SA Earnings Call
Apr 30, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone, and welcome to Logista's first half 2026 results presentation. I'm Isabel Troya, head of IR at Logista. Today, Pedro Lozada, our CFO, will walk you through the results for the period. Following the presentation, we will hold a Q&A session to address the questions submitted through the platform. You may submit your questions at any time during the presentation. Now, Pedro will proceed with the results. Pedro, if you may.

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Unidentified_2 [2]
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Thank you, Isabel. Good morning, everyone, and thanks to all joining us today.

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