Full Year 2025 Sanlorenzo SpA Earnings Call Transcript
Key Points
- Sanlorenzo SpA (SNLRF) reported a 3.2% increase in revenue for 2025, demonstrating growth despite market challenges.
- The company achieved a significant 16% growth in order intake from 2024, amounting to EUR 130 million.
- Sanlorenzo SpA (SNLRF) maintained a solid EBITDA margin of 18.8%, reflecting strong operational performance.
- The integration of Nautor Swan was successful, leading to profitability in its first year under Sanlorenzo SpA (SNLRF).
- The company has a robust backlog of nearly EUR 2 billion, providing strong visibility into future results.
- The EBITDA margin slightly decreased from 19% in 2024 to 18.8% in 2025 due to the consolidation of Nautor Swan.
- The yacht division experienced a 5.4% decrease in revenue for the full year 2025.
- The Bluegame segment recorded a 7.4% decline year-on-year, prioritizing profitability over volume.
- The Middle East region saw a 28% decrease in revenue for 2025, indicating regional challenges.
- The company did not provide specific guidance for 2026 during the earnings call, leaving some uncertainty for investors.
Good evening ladies and gentlemen. Thank you for participating to our full year 2025 results. Here today we have on the floor Mr. Massimo Perotti, our executive Chairman; Attilio Bruzzese is the Chief Financial Officer, Cesare Perotti, Corporate Integration and Strategic Project Manager; Pier Francesco Acquaviva, Chief Corporate Officer; and myself, Head of IR, Finance and M&A.
We go through some key highlights. I leave the floor right away to Mr. Perotti. Thank you for your participation again.
Good evening. Thanks for coming. I will go quickly through this page because it's the same page we saw together in the middle of January which is summarizing the result of 2025 which we are proud of. You can see there is an increase of revenue 3.2%. We have an important order intake growth from 2024, which is 16% equal to EUR130 million. The EBITDA margin is solid, 18.8%. it is
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