Half Year 2025 Emeis SA Earnings Call Transcript

Sep 30, 2025 / 10:59 AM GMT

Release Date Price: $14.22

Transcript

Key Points

Positve

Emeis (WBO:ORP2) reported a strong organic revenue growth of 6.2%, driven by improved occupancy rates and positive pricing effects.
The company achieved a significant improvement in operating margins, with EBITDA rising by 72% and EBDR increasing by 19.5% on a like-for-like basis.
For the first time in a decade, Emeis (WBO:ORP2) has turned cash flow positive, with free cash flow improving by over €200 million in one year.
The company exceeded its disposal target, securing €2.1 billion in disposals since mid-2022, which significantly strengthens its financial structure.
Emeis (WBO:ORP2) has set a positive mid-term outlook, expecting revenue growth between 4% and 5% annually and EBITDA growth between 12% and 16% from 2024 to 2028.

Negative

Despite improvements, Emeis (WBO:ORP2) still reported a negative net income, although losses have been reduced significantly.
The company faces ongoing challenges in the French market, with political uncertainties affecting the regulatory environment and pricing reforms.
There are concerns regarding the management and processes in Ireland following negative media coverage, although the company has taken steps to address these issues.
Emeis (WBO:ORP2) has a significant debt burden, with ongoing negotiations required to manage debt maturities and creditor agreements.
The company has not planned any distribution of proceeds from recent disposals, focusing instead on debt reduction and financial stabilization.

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

EMEIS.PA - Emeis SA
Half Year 2025 Emeis SA Earnings Call
Sep 30, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the conference call by MA's management team regarding its H12025 results. It will be structured in two parts. First, a presentation by MA's management team, represented by Mr. Laurent Glo, Group CEO, and Mr. Jan Mark Bourcier, group CFO. Afterwards, there will be a Q&A session during which you can ask written questions or click on the button, raise the hand on the audio player to ask oral questions. I will now hand over to the management team. Gentlemen, please go ahead.

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Unidentified_2 [2]
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Okay, you're speaking. Good morning to all of

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