Zabka Group (WAR:ZAB)

Q3 2025 Zabka Group SA Earnings Call Transcript

Oct 29, 2025 / 11:00 AM GMT

Release Date Price: zł20.91 (-4.95%)

Transcript

Key Points

Positve

Zabka Group (FRA:9M1) reported a strong financial performance in Q3 2025, with sales reaching 8.5 billion Polish zloty, up 14% year over year.
The company expanded its store network to 12,099 locations across Poland and Romania, achieving its upgraded guidance of 1,300 new stores annually.
Gross profit increased by 13% year over year, and adjusted EBITDA grew by 14% to 1.3 billion Polish zloty.
Adjusted net profit saw a significant increase of 48% year over year, driven by strong operational performance and successful refinancing efforts.
Zabka Group achieved its goal of reducing net financial debt to adjusted EBITDA to 1 times, supported by robust cash generation, allowing for potential dividend payments to shareholders.

Negative

Adverse weather conditions negatively impacted like-for-like growth by 1-2 percentage points in Q3 2025.
The grocery market growth was slightly lower at 4.5% compared to previous quarters, partially due to unfavorable weather impacting convenience channels.
Despite strong financial results, the company faced challenges with fluctuating customer confidence and a slowly growing unemployment rate.
The implementation of sugar tax and excise tax increases could potentially impact sales volumes, although the company reported no significant impact on like-for-like sales.
Marketing expenses remained flat year over year as a percentage of sales, raising questions about future marketing strategies and their alignment with sales growth.

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

ZAB.WA - Zabka Group SA
Q3 2025 Zabka Group SA Earnings Call
Oct 29, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to the Q3 2025 financial results of Jabka Group conference call.

After the speaker's remarks, there'll be a question-and-answer session. This webcast will be recorded and an archive of the webcast will be posted on the company website. By participating in the Zoom call, you're agreeing that recordings made during the event may be shared by Jabka Group.

For those of you who are joining us via Zoom, if you wish to ask a question during the Q&A, we ask that you please use the raise hand function at the bottom of your Zoom screen, or if you've dialed in, please press 9. If you already have a question, please do this now. Once it's your turn, the moderator will introduce you. Please then unmute yourself

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