Full Year 2025 Rubis SCA Earnings Call Transcript

Mar 12, 2026 / 08:30AM GMT

Transcript

Key Points

Positve

Rubis SCA (RBSFY) reported a record year in 2025 with strong performance across all regions and activities, despite the depreciation of the euro-dollar.
The company achieved a 90% increase in net income group share and record cash flow generation, reinforcing its solid financial foundations.
Rubis SCA (RBSFY) continues to expand its renewable energy portfolio, with significant growth in solar projects in Europe and new developments in Italy.
The bitumen business was a strong contributor to growth, with expanded operations in Africa and new market entry in Libya.
The company maintains a low leverage ratio of 0.9 times, providing strong financial flexibility to support future growth and investments.

Negative

The aviation sector faced challenges with tight margins on airline tenders, leading to a decision not to renew some low-profitability contracts.
The weak US dollar posed a EUR40 million headwind, impacting the company's financial performance.
Hyperinflation in the Caribbean had a less positive impact on EBITDA compared to the previous year.
The renewable electricity production segment reported a negative net income group share of EUR30 million.
The company anticipates a transition year in 2026 for its bitumen operations in Antwerp, which may affect short-term performance.

Operator

Welcome to the Rubis 2025 full-year results presentation. (Operator Instructions) Now, I will hand the conference over to the speakers to begin today's conference. Please go ahead.

Clarisse Gobin;Swiecznik

Rubis SCA - Managing Director - New Energies, CSR and Communication, Member of the Group Management Committee

Welcome to the presentation of Rubis 2025 results. Thank you for being with us today. I am Clarisse Gobin-Swiecznik, Managing Partner of Rubis, and I'm very pleased to be joined today by Jean-Christian Bergeron, Managing Partner and CEO of Rubis Ãnergie; Marc Jacquot, Managing Partner and Group CFO; and Sophie Pierson, Group Chief Sustainability, Compliance and Risk Officer.

I will begin the presentation with the key highlights of the year. Jean-Christian will then share the operational highlights. Marc will go into financial performance in more detail. Jean-Christian and I will then present Rubis' long-term ambitions, and Sophie will conclude with our renewed sustainability roadmap.

So let's start with the key

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