reports
- Si Yong Ng
- Trung Nguyen
- Felix Fischer
- Filipe Botelho
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
- ING Helpdesk
Benelux Morning Notes
AEGON: Uneventful results, US weaker, underlying OCG in line / Air France-KLM: Productivity gains starting to filter through / Arcadis: Weak revenues and EBITA, but strong NWC / Ascencio: Results in line, no concerns on Carrefour Belgium exposure / Azelis: Persisting softness in 4Q25, continued focus on costs and cash / BAM Group: Solid 2H25 results, 2026 outlook in line / Belgian telecoms: Telenet improved net adds, to relist as part of Ziggo in 2027, Liberty to sell half of its 66% Wyre stake ...
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
BAMNB KONINKLIJKE BAM GROEP NV
AF AIR FRANCE-KLM SA
GIMB GIMV NV
ARCAD ARCADIS NV
ASC ASCENCIO SCA
VGP VGP NV
KIN KINEPOLIS GROUP NV
OBEL ORANGE BELGIUM SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
AZE AZELIS GROUP NV
AGN AEGON N.V.
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
Full Year 2025
Full Year 2025 Full Year 2025 19 February, 2026 Operating result breaking the €2bn mark and margin improving to 6.1%This performance reflects disciplined execution while continuing transformation and investments in fleet renewal Group revenues up 4.9% year-on-year to €33.0bn, driven by Passenger network, Maintenance and Transavia.Unit revenue at constant currency up 1.0% thanks to Passenger network supported by premiumization, while group capacity grew by 4.9% and fuel price after hedging decreased by 7%.Unit cost1 increase limited to +1.2% reflecting disciplined cost management, productiv...
Résultats annuels 2025
Résultats annuels 2025 xx Résultats annuels 2025 19 février 2026 Le résultat opérationnel franchit la barre des 2 milliards d’euros. Amélioration de la marge à 6,1 %.Cette performance reflète la discipline dans la mise en œuvre de la stratégie, ainsi que la poursuite de la transformation et des investissements dans le renouvellement de la flotte. Chiffre d’affaires du Groupe en hausse de 4,9% par rapport à l’année précédente, à 33,0 milliards d’euros, porté par le réseau Passage, la Maintenance et Transavia. Recette unitaire à taux de change constant en augmentation de 1,0%, portée par le ...
- Si Yong Ng
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Si Yong Ng
- Tanvi Arora
- Bruno Cavalier
- Luis de Toledo Heras
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
GN GN STORE NORD A/S
01913 PRADA S.P.A.
MIL BANK MILLENNIUM SA
SAVE SAVENCIA SA
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SLIGR SLIGRO FOOD GROUP N.V.
MONC MONCLER SPA
ENG ENAGAS SA
NOD NORDIC SEMICONDUCTOR ASA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ALD ALD SA
UMI UMICORE
VK VALLOUREC SA
NXFIL NX FILTRATION HLDG BV
ZGN ERMENEGILDO ZEGNA NV
R3NK RENK GROUP AG
TEN TENARIS S.A.
CAN CANAL+
- Bruno Cavalier
- Luis de Toledo Heras
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
GN GN STORE NORD A/S
01913 PRADA S.P.A.
MIL BANK MILLENNIUM SA
SAVE SAVENCIA SA
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SLIGR SLIGRO FOOD GROUP N.V.
MONC MONCLER SPA
ENG ENAGAS SA
NOD NORDIC SEMICONDUCTOR ASA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ALD ALD SA
UMI UMICORE
VK VALLOUREC SA
NXFIL NX FILTRATION HLDG BV
ZGN ERMENEGILDO ZEGNA NV
R3NK RENK GROUP AG
TEN TENARIS S.A.
CAN CANAL+
- Fatma Agnès Hamdani
- Fatma Agnès Hamdani
- Research Department
INFORME DIARIO 09 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: MAPFRE, TALGO. EUROPA: DANONE, UNICREDIT. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. Continúa la volatilidad en las bolsas Semana de volatilidad en las bolsas europeas tras los vaivenes en las materias primas y las dudas sobre las valoraci...
- Research Department
IBERIAN DAILY 09 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS (ANÁLISIS BANCO ...
NEWS SUMMARY: MAPFRE, TALGO. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. Stock markets remain volatile It was a volatile week on European stock markets after the ups and downs in basic materials and doubts about the valuation of AI companies. In the STOXX 600, the best-performing sectors were Food and Telecoms (tra...
- Aurelien Sivignon
- Thomas Zlowodzki
BEKB BEKAERT SA
ALLIX WALLIX GROUP SA
APAML APERAM SA
PHA PHARMAGEST INTERACTIVE SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
GBT GUERBET SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
SAVE SAVENCIA SA
LIGHT SIGNIFY NV
XFAB X-FAB SILICON FOUNDRIES SE
DUFN DUFRY AG
ALD ALD SA
OBEL ORANGE BELGIUM SA
NVM NOVEM GROUP SA
AF AIR FRANCE - KLM
- Aurelien Sivignon
- Thomas Zlowodzki
BEKB BEKAERT SA
ALLIX WALLIX GROUP SA
APAML APERAM SA
PHA PHARMAGEST INTERACTIVE SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
GBT GUERBET SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
SAVE SAVENCIA SA
LIGHT SIGNIFY NV
XFAB X-FAB SILICON FOUNDRIES SE
DUFN DUFRY AG
ALD ALD SA
OBEL ORANGE BELGIUM SA
NVM NOVEM GROUP SA
AF AIR FRANCE - KLM
- Fatma Agnès Hamdani
- Fatma Agnès Hamdani
SAVENCIA: 2025 annual sales
SAVENCIA: 2025 annual sales Thursday, February 5th, 2026 Press Release: 2025 annual sales Organic growth of 1.6% in revenues in a complex 2025 economic environment Key figures in €M 31/12/25 % of Sales 31/12/24 % of Sales % ChangesTotalStructureForex & IAS 29Organic growthSales6 957 7 140 -2.60.2-4.31.6- Cheese Products4 01757.74 05556.8-1.00.0-0.90.0- Other Dairy Products3 18445.83 32846.6-4.30.3-8.43.7- Unallocated -245-3.5-244-3.40.40.0-4.14.5 As of December 31, 2025, Savencia Fromage & Dairy Group net sales decreased by 2.6% compared to 2024, primarily due to a significant u...
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