Pirelli & C SpA (OTCPK:PLLIF)

Q3 2025 Pirelli & C SpA Earnings Call Transcript

Nov 6, 2025 / 05:30 PM GMT

Release Date Price: $7.29 (-1.99%)

Transcript

Key Points

Positve

Pirelli & C SpA (PLLIF) reported organic revenue growth of 3.7% for the first nine months of 2025, driven by a strong commercial strategy in the high-value segment.
The company maintained a high profitability margin of 16.1%, outperforming peers and demonstrating effective internal management.
Pirelli's technological leadership was reinforced through product innovation, including the development of the Cyberdyne technology, which received recognition for its innovation in smart mobility.
The company has made significant strides in sustainability, with 100% of electricity for its plants sourced from renewables and a focus on eco-friendly products.
Pirelli successfully reduced its debt by approximately €280 million year-on-year, showcasing effective financial management and cash generation.

Negative

The macroeconomic environment remains volatile, with challenges such as geopolitical tensions, trade tariffs, and exchange rate fluctuations impacting operations.
Pirelli faces a negative impact from US tariffs, with an estimated gross impact of €60 million for 2025, despite mitigation efforts.
The company experienced a decline in standard tire sales, particularly in South America, due to increased competition from Chinese imports.
Exchange rate depreciation negatively impacted financial results, with a 3.4% adverse effect on revenues.
The automotive market remains uncertain, with volatility in original equipment demand and disruptions in the supply chain affecting future projections.

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

PIRC.MI - Pirelli & C SpA
Q3 2025 Pirelli & C SpA Earnings Call
Nov 06, 2025 / 05:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, ran call in which Pirelli top management will present companies 9 months 2025 results. A webcast of the event and the presentation slides are available in the investor relator section for the Pirelli website.

I remind you that the Q&A session will follow the presentation.

Now I would like to introduce Mr. Marco Tronchetti Provera. Please go ahead, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you and good evening, everybody.

The result for the 1st 9 months of 2025 Ili the resilience of our business model, capable of

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.