Q3 2025 De' Longhi SpA Earnings Call Transcript

Nov 12, 2025 / 10:59 AM GMT

Transcript

Key Points

Positve

De'Longhi SpA (DELHF) reported a robust 11.5% growth at constant ForEx and a record adjusted EBITDA margin of 16%.
The professional division posted remarkable organic growth of over 40%, driven by strong market dynamics and premiumization of coffee quality.
The household division achieved 7.6% growth at constant effects, outperforming the market despite a challenging environment.
The company's marketing strategy, including the 3rd Perfecto campaign, has significantly increased social media mentions and search interest for the De'Longhi brand.
De'Longhi SpA (DELHF) raised its full-year guidance, projecting revenue growth between 7.5% and 8.5% and adjusted EBITDA guidance to a range of €610 million to €620 million.

Negative

The nutrition and food preparation segment experienced a mid to high single-digit percentage decline in the third quarter, mainly due to a negative currency effect and challenging year-over-year comparisons.
Higher logistic costs and additional tariffs in the US market negatively impacted the quarter.
The Americas recorded an 8.2% increase in revenues at constant currency, but faced a negative currency impact from the weak dollar.
The company anticipates a major tariff impact in the fourth quarter, with an expected €10 million impact alone.
The US market for NutriBullet faced significant challenges due to tariffs, resulting in a negative year and a strong sudden stop to growth plans.

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

DLG.MI - De' Longhi SpA
Q3 2025 De' Longhi SpA Earnings Call
Nov 12, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. This is the Car school conference operator. Welcome and thank you for joining the Delei 3rd quarter 2025 consolidated results conference call.

As a reminder, all participants are in this lonely mode. After the presentation, there will be an opportunity to ask questions. Should anyone need assistance during a conference call, they may signal an operator by pressing and 0 on the telephone. At this time I would like to turn the conference over to Pabio de Longhi, CEO De Longhi.

Please go ahead, sir.

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Unidentified_2 [2]
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Good afternoon

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