Zabka Group (WAR:ZAB)

Half Year 2025 Zabka Group SA Earnings Call Transcript

Aug 6, 2025 / 10:00 AM GMT

Release Date Price: zł21.72 (+8.60%)

Transcript

Key Points

Positve

Zabka Group (WAR:ZAB) reported a 14% year-over-year increase in sales to end customers, reaching 8.1 billion Polish zloty.
The company achieved a 19% increase in gross profit and a 20% rise in adjusted EBITDA, reflecting strong financial performance.
Zabka Group expanded its store network to 11,793 locations, with 1,256 new openings over the past 12 months, surpassing previous guidance.
The digital business segment recorded a 28% year-over-year growth in sales, indicating robust performance in this area.
The company successfully reduced its financial debt to adjusted EBITDA ratio to 1.2 times, down from 1.7 times a year ago, showcasing effective deleveraging.

Negative

The consumer environment remains stable but shows cautionary signs, such as fluctuating consumer confidence and mixed retail sales data.
May's unseasonably cold weather negatively impacted overall second-quarter like-for-like performance.
The company faces uncertainties in consumer behavior and market conditions, which could affect future performance.
There was a lower number of store openings in Romania during the second quarter compared to the first quarter.
The timing of Easter and inventory replenishment led to volatility in inventory levels, affecting financial results.

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

ZAB.WA - Zabka Group SA
Half Year 2025 Zabka Group SA Earnings Call
Aug 06, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Thank you very much. Hello everyone and welcome to our Q2 earnings callal. My name is Philip Paska, and I'm company director responsible for investor relations and governance. We have about 30 minute presentation which is which will be followed by a Q&A session. I will now hand over to Mr. Thomas Suhainsky, CEO of Jaa Group.

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Unidentified_2 [2]
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Thank you Philip. Good morning or good afternoon and welcome to our meeting with the ZAA Group where we will be discussing results of the second quarter of 2025. My name is Thomas Suhainsky. I'm CEO of ZAPA Group,

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