Elopak ASA (OSL:ELO)

Full Year 2025 Elopak ASA Earnings Call Transcript

Feb 10, 2026 / 08:00 AM GMT

Release Date Price: kr52.2 (+3.98%)

Transcript

Key Points

Positve

Elopak ASA (STU:9J7) reported a strong quarter with a 15% growth, leading to an increase in EBITDA by more than 5 million and a margin level of around 14.6%.
The Little Rock plant delivered 28% growth and became accretive to the group for the first quarter.
The company recorded the highest ever cash from operations, exceeding 63 million.
Elopak ASA (STU:9J7) broke the 1.2 billion revenue mark for the first time, driven by growth in the US and solid growth in commissioning of filling machines.
Operational excellence initiatives led to a 17% reduction in inventories and significant improvements in overdue collections.

Negative

The juice segment experienced a decline due to high citrus prices, affecting overall demand.
The home and personal care segment developed slower than expected, taking more time to establish a new category.
The Roll Fed market in Europe remains highly competitive with excess capacity, leading to unsustainable pricing levels.
The share of net profit from joint ventures declined due to softer demand and changes in consumer patterns in Mexico and Central America.
The company faced challenges in ramping up the Little Rock plant to the expected levels, although the speed improved towards the end of the year.

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

ELO.OL - Elopak ASA
Full Year 2025 Elopak ASA Earnings Call
Feb 10, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome everybody to this 4th quarter and full year results presentation for 2025 for EOA.

My name is Cristian Heerde and I'm head of Treasury and Investor relations. Today's presentation will be held by our CEO Thomas Kermendi and CFO Bent Oxelson. The presentation will last for around 30 minutes, followed by a Q&A session where the people here in the audience and the people following us online will be able to ask questions. So with that short introduction, Thomas.

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Unidentified_2 [2]
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Good morning.

Thank you very much,

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