Full Year 2025 Zabka Group SA Earnings Call Transcript
Key Points
- Zabka Group (STU:9M1) achieved a 14% year-on-year increase in sales to end customers, reaching PLN31.1 billion.
- The company opened 1,394 new stores in Poland and Romania, surpassing their guidance of 1,300-plus store openings.
- Adjusted EBITDA increased to PLN4 billion with a margin improvement to 13.1%, reflecting a 0.2 percentage point rise year-on-year.
- Zabka Group secured new long-term financing on improved terms and completed its first sustainability-linked bond issue.
- The company received the highest possible MSCI ESG rating, AAA, placing it among the top companies in its sector.
- Unfavorable weather conditions negatively impacted like-for-like sales growth, particularly during the key summer months.
- There was a slowdown in real wages, which, despite decreasing inflation, was not fully reflected in consumer spending.
- The company faced challenges with the implementation of the bottle deposit system, which required adjustments in store operations.
- Despite strong overall performance, the franchisee margin was slightly down in the fourth quarter compared to the annual trend.
- The company is still in the early buildup phase in Romania, which impacts the profitability of new growth engines.
Thank you very much. Hello, everybody, and welcome to our full year 2025 earnings call. My name is Filip Paszke. I'm a Company Director responsible for Corporate Development and Investor Relations. We have about 35-minute presentation followed by a Q&A session.
And I will now hand over to Mr. Tomasz Suchanski, CEO of Zabka Group.
Thank you, Filip. Good morning or good afternoon. My name is Tomasz Suchanski, and I'm CEO of Zabka Group. And as usual, I'm joined today with two of my colleagues, Marta Wrochna, our CFO; and Tomasz Blicharski, Chief Strategy and Development Officer. 2025 was an important year for Zabka with good progress across our strategic priorities and a number of milestones that further advanced the business.
During the year, we continued to develop our customer proposition in both physical and digital channels. We continue to build our in-store retail
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