Q3 2025 Kofola CeskoSlovensko as Earnings Call Transcript
Key Points
- Kofola CeskoSlovensko AS (XPRA:KOFOL) successfully implemented cost-saving initiatives, resulting in a flat EBITDA compared to the previous year.
- The company reported an EBITDA of CZK725 million for the third quarter, halting the decline seen in the first two quarters.
- Successful launch of Targa Florio retail formats, achieving a 154% increase compared to the previous year.
- Prager kombucha was successfully launched in the Slovenian market, contributing to product diversification.
- Material and energy prices are stable, providing a positive outlook for the soldiering market recovery in 2026.
- Negative consumer sentiment in the Czech Republic continues to impact sales, leading to a revised full-year EBITDA expectation of CZK1.75 billion, down from CZK1.9 billion.
- The Slovak market experienced a double-digit drop due to the implementation of a sugar tax.
- Adriatic region reported an 8% decline in revenues year-over-year, driven by lower consumer spending and decreased tourism.
- A major retailer in the Adriatic region discontinued sales of branded products, negatively affecting revenue outlook.
- Export sales of beer to Central and Eastern Europe are declining, contributing to a 9% decrease in revenues for the beer segment.
Ladies and gentlemen, welcome to Kofola's third quarter of 2025 results conference call. Martin Pisklak , the group CFO, will present a summary of the results. This will be followed by recording with business insight from CeskoSlovensko , Adriatic, and beers and cider segments presented by country CEOs Daniel Burys; Marian Sefcovic; and CFO Martin Rosypal.
Dear investors, welcome on our conference call. Yesterday we reported the numbers for the third quarter of 2025. Basically, we have one positive and one negative thing which we would like to present to you today.
Positive thing is that all the cost initiatives which we did, basically during the summer works and due to huge cost savings, we were able to deliver at basically flat EBITDA compared to prior year.
For us it was very important that we stop-- like drops in EBITDA which we reported in the quarter one and quarter two. And we were able to report EBITDA on the level of CZK725 million.
We were also very
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