Full Year 2025 Emeis SA Earnings Call Transcript

Apr 8, 2026 / 09:00 AM GMT

Release Date Price: $14.22

Transcript

Key Points

Positve

Emeis (WBO:ORP2) achieved strong revenue growth of over 6% on a like-for-like basis, with significant improvements in occupancy rates.
The company reported a substantial increase in profitability, with an EBITDR margin up by 19.2%, reflecting sustainable positive momentum.
Cash flow generation improved sharply, with net operating cash flow rising from $15 million in 2024 to $290 million in 2025.
Emeis (WBO:ORP2) successfully refinanced its entire bank debt with $3.15 billion in new financing, significantly improving its financial stability.
The company exceeded its disposal targets, achieving $2.35 billion in asset disposals, which strengthened its financial position.

Negative

Net present group share remained negative at minus EUR298 million, despite improvements.
Non-recurring expenses rose significantly due to exceptional transactions, impacting net income.
Employee turnover, while declining, remains high, which could affect operational stability.
The company faces challenges in certain regions, such as Ireland, where staffing requirements have impacted EBITDA performance.
Emeis (WBO:ORP2) has not yet reached a position to pay dividends, as it needs to achieve positive net profit and meet debt ratio requirements.

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

EMEIS.PA - Emeis SA
Full Year 2025 Emeis SA Earnings Call
Apr 08, 2026 / 09:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, welcome to the MAE's conference call regarding its full year 2025 results. It will be structured in two parts. First, a presentation by MAE's management team, represented by Mr. Laurent Guillot, Group CEO, and Mr. Jan-Marc Bourcier, Group CFO. Afterwards, there will be a Q&A session during which you can ask oral or written questions. I will now hand over to the management team. Gentlemen, please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Well, thank you, and good morning to everyone, and thank you once again for attending this webcast for Full Year Earning

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.