Moncler SpA (OTCPK:MONRY)

Full Year 2025 Moncler SpA Earnings Call Transcript

Feb 19, 2026 / 05:00 PM GMT

Release Date Price: $63.88 (+7.40%)

Transcript

Key Points

Positve

Moncler SpA (MONRF) reported strong financial performance in 2025 with revenues reaching €13 billion, demonstrating resilience in a challenging environment.
The company achieved a robust EBIT margin of 29.2%, showcasing effective cost management and operational efficiency.
Moncler SpA (MONRF) has a solid net cash position of €1.5 billion, indicating strong financial health and liquidity.
The 'Warmer Together' campaign was highly successful, becoming the biggest campaign in the company's history and significantly boosting brand engagement globally.
Stone Island, a brand under Moncler SpA (MONRF), showed impressive growth with a 16% increase in direct-to-consumer sales, highlighting the brand's strong market presence and customer appeal.

Negative

The company's operating profitability slightly decreased from the previous year, with a 30 basis point decline in EBIT margin.
Moncler SpA (MONRF) faced challenges in Europe due to a negative trend in tourism, impacting sales from American, Korean, and Japanese tourists.
The financial expenses increased significantly from €6.5 million to €26.2 million, primarily due to higher interest expenses on lease liabilities.
The company's inventory levels rose, attributed to strategic decisions to invest in raw materials, which could pose a risk if not managed effectively.
Moncler SpA (MONRF) anticipates a 4% negative impact on top-line revenue for 2026 due to foreign exchange fluctuations, which could affect overall financial performance.

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

MONC.MI - Moncler SpA
Full Year 2025 Moncler SpA Earnings Call
Feb 19, 2026 / 05:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good evening. This is the Cusco conference operator. Welcome and thank you for joining the Montclair Group full year 2025 financial results conference call. As a reminder, all participants are in listen-only mode. After the presentation, there will be an opportunity to ask questions. Should anyone need assistance during the conference call, they may signal an operator by pressing and 0 on their telephone. At this time, I would like to turn the conference over to Ms. Elena Mariani, Group strategic Planning and Investor Relations Director.

Please go ahead, madam.

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Unidentified_2 [2]
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