Esprinet SpA (MIL:PRT)

Q2 2025 Esprinet SpA Earnings Call Transcript

Sep 10, 2025 / 10:59 AM GMT

Release Date Price: €4.39 (-1.90%)

Transcript

Key Points

Positve

Esprinet SpA (FRA:EP4A) reported a strong Q2 with a 5% year-on-year revenue growth, continuing the positive trend from Q1.
The company achieved a significant 38% increase in EBITDA for Q2, contributing to a 2% growth for the first half of 2025.
The Vivalle division recorded a robust 12% growth in gross sales, while the late tech division, focusing on green business, saw a remarkable 26% growth.
Gross profit margins improved significantly, reaching close to 6%, up from the 4.5% range a few years ago.
Esprinet SpA (FRA:EP4A) is gaining market share in the solution market and is optimistic about achieving the upper end of its 2025 guidance range.

Negative

The cash conversion cycle increased by 7 days over the last four quarters, and the net financial position remains negative.
The company continues to face challenges in the devices segment, particularly with profitability in the smartphone and consumer electronics markets.
Esprinet SpA (FRA:EP4A) is experiencing difficulties in the green tech sector due to product shortages, which could have otherwise increased volumes and margins.
There is ongoing pressure to rationalize the product offering, which may impact future guidance and revenue growth.
The geopolitical and macroeconomic environment remains uncertain, posing potential risks to the company's performance in the latter half of the year.

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

PRT.MI - Esprinet SpA
Q2 2025 Esprinet SpA Earnings Call
Sep 10, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome everyone to the Ast Group page 1 2025 result presentation. Today's call is being recorded and the podcast will be posted on the Aspirate website in the investor section together with the presentation. Your lines have been placed on a mute, but after the speech, there will be a Q&A session. Please note again that this presentation contains four statements, so I would like to draw your attention to the regulation note on page 2 regarding the information contained within this document. I'm Julia Per Investor relation and sustainability manager of Esper. With me is Alessandro Catanni, CEO of the group. I will now pass the call over to Alessandro to present with you the H12025 results. Alessandro, up to you.

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