Q1 2025 Orsero SpA Earnings Call Transcript

May 15, 2025 / 07:30 AM GMT

Release Date Price: €13.9 (+9.11%)

Transcript

Key Points

Positve

Revenue increased by 12.6% to 379.6 million, with adjusted EBITDA improving by 28% compared to the previous year.
The Iberian Peninsula and Mexico showed significant contributions, particularly from Platano Canario and avocados.
The banana segment performed better than forecasted due to a lack of production and favorable EUR/USD exchange rates.
The company is finalizing investments in a new warehouse in Verona and continuing operational investments in France, Spain, and Portugal.
Orsero SpA (FRA:WRG) confirmed its guidance for 2025, indicating confidence in continued strong demand and product supply balance.

Negative

The market context in the first quarter was under pressure due to geopolitical uncertainties, affecting consumer confidence.
The banana business faces challenges due to retailer price pressures and a shrinking spot market.
The shipping business unit, while stable, is impacted by dry docking costs affecting both investment levels and P&L.
The company remains cautious about upgrading its guidance due to potential risks from global economic and geopolitical factors.
The EUR/USD exchange rate volatility poses a risk to profitability, despite current favorable conditions.

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

ORSO.MI - Orsero SpA
Q1 2025 Orsero SpA Earnings Call
May 15, 2025 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. This is the conference operator. Welcome and thank you for joining the RCO first quarter 2025 results web call. All participants are on listen-only mode, and after the presentation, there will be a Q&A session. At this time, I would like to turn the conference over to Mr. Paulo Prudenciati, Chairman of Uzero. We go ahead, sir.

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Unidentified_2 [2]
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Hi, good morning, everybody. Just one thing before I pass the word to Rafael Matteo. As in the last few years we've been looking at as a sector and as a company at a low volume erosion of the category. I want to

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