Full Year 2025 Puig Brands SA Earnings Call Transcript

Feb 18, 2026 / 08:00 AM GMT

Release Date Price: MXN298.11

Transcript

Key Points

Positve

Puig Brands SA (PUIGF) achieved record sales surpassing the €5 billion milestone in net revenue, representing a 7.8% like-for-like growth.
The gross profit margin improved to 75.1% despite the impact of tariffs and foreign exchange, showcasing strong execution capabilities.
Adjusted EBITDA reached €1.45 billion with a margin of 20.7%, exceeding the previous year's margin and company guidance.
The company saw broad-based growth across all business segments, with notable double-digit growth in the makeup segment led by Charlotte Tilbury.
Asia Pacific was the fastest-growing region with a 21.7% like-for-like growth, indicating strong international demand and expansion potential.

Negative

The company faced a 2.6% negative impact from foreign exchange, affecting overall reported growth.
The fragrance segment experienced a slight market share decline from 11.5% to 11.1%, attributed to aggressive promotional activities by competitors.
The skincare segment's operating profit margin decreased by 1.25 percentage points due to continued investment and integration efforts.
Hyperinflation in Argentina negatively impacted growth figures, with a 1.9% impact in Q4.
The company anticipates continued foreign exchange headwinds into 2026, which may affect financial performance.

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

PUIGb.MC - Puig Brands SA
Full Year 2025 Puig Brands SA Earnings Call
Feb 18, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and thank you for joining us as we discussed our results for the fiscal year 2025 that ended on December 31, 2025.

Today we have with us our Chairman and CEO Mark Poetsch and our CFO Joanna Bio.

Mark and Joan will share some brief remarks on the performance, financial results, and outlook. We will then open up the line for Q&A.

You will find this presentation, the press release, and other supporting regulatory documents on our website. You will also be able to access a replay of this recording shortly also on our website.

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Unidentified_2 [2]
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