Preliminary Q4 2025 Sanlorenzo SpA Earnings Call Transcript
Key Points
- Sanlorenzo SpA (SNLRF) achieved a 6th consecutive quarter of order intake growth, showcasing resilience in a challenging market.
- The company introduced successful new yacht models, contributing to a 16% increase in order intake compared to 2024.
- Sanlorenzo SpA (SNLRF) reported a strong EBITDA margin of 18.8% for 2025, exceeding expectations.
- The company expanded its market presence by appointing new brand representatives in Brazil and Mexico and opening a new office in Australia.
- Sanlorenzo SpA (SNLRF) generated a net cash flow of €34 million in Q4 2025, strengthening its financial position.
- The geopolitical uncertainty in 2025, including conflicts in Palestine and Ukraine, created market challenges.
- The yacht division experienced a 5.4% decrease in revenue for the full year 2025, despite a recovery in Q4.
- The Blue Game segment recorded a 7.4% decline in revenue year on year, indicating challenges in the segment below 24 meters.
- The EMEA region saw a 28% decrease in revenue for the full year 2025, highlighting regional market volatility.
- The charter business remained flat compared to 2024, reflecting a challenging market environment.
Good evening ladies and gentlemen. Welcome to our full year 2025 preliminary results. Onal Lorenzo's side. We have on the line Massimo Perrotti, executive Chairman. Attilio Bruzzi is the Chief Financial Officer, Pier Francescouviva, Chief Corporate Officer, and myself as head of investor relations.
I leave the floor for the presentation to start to our Chairman, Massimo Perrotti.
Good evening to everybody.
Thank you for being in contact with us.
I'd like to start the floor with the first chart which is not just starting with numbers but trying to Understand what happened in 2025 and we are very pleased to confirm to you the numbers that We are very proud of, consider 25 was not an easy year.
Probably coming from 24 with expectation from the European Union election in June 24th and the American new President for November 24th.
People were expecting 25 grow with a return to normality.
After the war in Palestine and
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