Sabadell - Koninklijke Ahold Delhaize N.V. (AD) AHOLD DELHAIZE: MENSAJES DE LA CONFERENCE CALL RDOS. 1T’22 (ANÁLISIS BANCO SABADELL)

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Sabadell

Arancha Pineiro

EUR 50.00 For Business Accounts Only

AHOLD DELHAIZE: MENSAJES DE LA CONFERENCE CALL RDOS. 1T’22 (ANÁLISIS BANCO SABADELL)

De la conference call de Rdos. 1T’22 destacamos los siguientes mensajes:
 Evolución en 2T’22: no esperan cambios en las tendencias vistas en 1T’22 en EE.UU y Europa, si bien en ésta última el entorno competitivo podría intensificarse por la evolución de la inflación. Ante esta situación en Europa, la compañía será especialmente pro-activa en intensificar los ahorros de costes para mitigar dicho efecto. Mientras, el consumo en EE.UU se está mostrando muy sólido y el mercado es mucho más racional. En todo caso, siguen monitorizando muy de cerca el mercado para poder tener una oferta muy competitiva a nivel de precios en caso de que el valor de la cesta de la compra se reduzca.

11/05/2022 1 ES

Underlying

Koninklijke Ahold Delhaize N.V.

Koninklijke Ahold Delhaize is an international group of supermarket and foodservice operators based in Europe and the U.S. Co. operates supermarkets and convenience stores. In addition, Co. provides online food retailing services. Co. also finances, develops and manages store sites and shopping centers. Ahold Europe comprises Albert Heijn in the Netherlands and Belgium; Etos, Gall & Gall, and albert.nl in the Netherlands; and Albert / Hypernova in the Czech Republic and Slovakia. Ahold USA is organized into four retail divisions: Giant Carlisle, Giant Landover, Stop & Shop New England, and Stop & Shop New York Metro. The Peapod online business is also part of Ahold USA.

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NL0011794037 Euronext Amsterdam Netherlands

Provider

Sabadell

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Analysts

Arancha Pineiro

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KBC Securities

Morning Notes : AALB NA, AD NA, BAR BB, BESI NA, HEIA NA, KIN BB, AZE BB, SHUR BB, ONWD BB

: AALB NA, AD NA, BAR BB, BESI NA, HEIA NA, KIN BB, AZE BB, SHUR BB, ONWD BB

October 23, 2025 October 23, 2025 1 EN

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3Q'25 vs. 3Q'24: Sales: € 1.415 Bn (+8.3% vs. +15.9% BS(e) and +10.3% consensus); EBITDA: € 108 M (-5.3% vs. -10.5% BS(e) and +0.9% consensus); EBIT: € 60 M (-22.1% vs. -32.5% BS(e) and -13.0% consensus); Net Profit: € 25 M (-47.9% vs. -18.8% BS(e) and -25.0% consensus).

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Maria Paz Ojeda

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MAPFRE: 9M’25 RESULTS AND CHANGE OF RECOMMENDATION TO UNDERWEIGHT (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Premiums: € 6.436 Bn (-0.6% vs. +5.7% BS(e) and +4.5% consensus); Operating Result: € 607.36 M (+26.35% vs. +25.02% BS(e) and n/a consensus); Net Profit: € 258.5 M (+34.6% vs. +40.5% BS(e) and +55.2% consensus). 9M'25 vs. 9M'24 Results Premiums: € 22.384 Bn (+3.5% vs. +5.4% BS(e) and +5.0% consensus); Operating Result: € 1.834 Bn (+21.39% vs. +19.99% BS(e) and n/a consensus); Net Profit: € 829.0 M (+26.8% vs. +28.4% BS(e) and +31.7% consensus).

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Javier Esteban

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UNICAJA: 3Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results NII: € 375 M (-2.3% vs. -2% BS(e) and -3.3% consensus); Total Revenues: € 515 M (+0.2% vs. +0.2% BS(e) and -0.5% consensus); Operating Income: € 276 M (-3.5% vs. -3.6% BS(e) and -4.9% consensus); Net Profit: € 165 M (+5.4% vs. +1.3% BS(e) and -4.8% consensus); 3Q'25 vs.. 2Q'25 Results NII: € 375 M (+0.3% vs. +0.6% BS(e) and -0.8% consensus); Total Revenues: € 515 M (-5.2% vs. -+5.2% BS(e) and -5.9% consensus); Operating Income: € 276 M (-9.9% vs. -10% BS(e) and -11.2% consensus); Net Profit: € 165 M (-8% vs. -11.7% BS(e) and -16.9% consensus).

EUR 100.00

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AHOLD DELHAIZE: MENSAJES DE LA CONFERENCE CALL RDOS. 1T’22 (ANÁLISIS BANCO SABADELL)

Benelux Morning Notes

Benelux Morning Notes

Morning Notes : AALB NA, AD NA, BAR BB, BESI NA, HEIA NA, KIN BB, AZE BB, SHUR BB, ONWD BB

ACERINOX: 3Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

MAPFRE: 9M’25 RESULTS AND CHANGE OF RECOMMENDATION TO UNDERWEIGHT (ANÁLISIS BANCO SABADELL)

UNICAJA: 3Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

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