Q3 2025 Arnoldo Mondadori Editore SpA Earnings Call Transcript

Nov 13, 2025 / 12:00 PM GMT

Release Date Price: €2.12 (+0.71%)

Transcript

Key Points

Positve

Arnoldo Mondadori Editore SpA (FRA:MDD) recorded a 7.5% growth in the trade book market, outperforming the market and strengthening its leadership position with a 28% market share.
The company's retail business unit saw a 7.4% growth in sellout in the third quarter, increasing its book products market share to 14%.
The education business segment showed a significant increase in market share, with the secondary school segment rising to approximately 34.6% and the primary school segment growing by 3 percentage points to over 20%.
The media area reported a 12% growth compared to the previous year, driven by higher public grants and an improvement in digital activities.
The group confirmed its strong cash flow generation, with ordinary operations generating over 62 million, supporting its M&A and development plans.

Negative

The first six months of 2025 showed a 5% decrease in the book market compared to the previous year, impacting overall performance.
Adjusted EBITDA declined by 4.7 million due to non-recurring business effects and higher depreciation and amortization.
Net profit decreased to 51.7 million from 59.3 million in 2024, with adjusted net profit also showing a decline.
The e-commerce channel recorded a decline in sales of about 5% compared to the first nine months of 2024, affecting overall sales performance.
The retail area faced a negative impact from the temporary closure of the Rizzoli Milano bookstore, affecting growth potential.

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

MOED.MI - Arnoldo Mondadori Editore SpA
Q3 2025 Arnoldo Mondadori Editore SpA Earnings Call
Nov 13, 2025 / 12:00PM GMT

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Presentation
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Unidentified Company Representative [1]
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Good afternoon to you all and thank you for your attention. Let's start this overview from the analysis of the performance of the trade book market in the current year.

The first six months of 2025 showed a decrease in the book market, as already seen equal to 5% in value compared to the previous year. That has been the result of some negative effects, in particular, the replacement of the formerly EP 18, as well as the publication of few of covered by most publishers.

Opposite to the previous trend, the third quarter recorded a significant recovery, approximately 4% in value, driven by the numerous new titles launched during the period as anticipated at the beginning of the

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