Andrew Peller Ltd (TSX:ADW.B)

Q1 2026 Andrew Peller Ltd Earnings Call Transcript

Aug 7, 2025 / 02:00 PM GMT

Release Date Price: C$6.29 (+0.64%)

Transcript

Key Points

Positve

Andrew Peller Ltd (ADWPF) delivered strong margins, profitability, and free cash flow, highlighted by a 25% year-over-year increase in EBITDA.
The company significantly reduced debt, further strengthening its balance sheet.
Expansion of retail distribution in Ontario has been a key growth driver, with increased sales from grocery and big box retail channels.
The company is seeing a lift in domestic wine volume as consumers turn to Canadian-made offerings.
Andrew Peller Ltd (ADWPF) is focused on innovation and growth categories, with encouraging results from 'Better for You' offerings and sparkling wines.

Negative

Overall wine category is down modestly year-over-year as consumer preferences evolve.
Lower agency business sales with US wine off shelves in the majority of provinces.
Moderate decline in the personal winemaking business.
Expected softness in stand-alone retail locations due to the evolving Ontario market.
The company is managing its retail footprint strategically as it adapts to the new Ontario landscape.

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

ADWa.TO - Andrew Peller Ltd
Q1 2026 Andrew Peller Ltd Earnings Call
Aug 07, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and welcome to the Andrew Pelar LTDQ 1 2026 financial results conference call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question and answer session.

If at any time during this call you require immediate assistance, please press 0 for the operator. This call is being recorded on Thursday, August 7th, 2025. I would now like to end the conference call over.

Or to Craig Please continue your conference.

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Unidentified_2 [2]
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Thank you and good morning everyone

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