Pirelli & C SpA (STU:2PI)

Q3 2025 Pirelli & C SpA Earnings Call Transcript

Nov 6, 2025 / 05:30 PM GMT

Release Date Price: €6.05 (-1.60%)

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

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Presentation
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Unidentified_1 [1]
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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.

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

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

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