After a weak 2Q/1H25 performance with negative LFL growth due to weak consumer demand, intensified promotional pressure by A-brands, customer destocking and supply chain disruptions, Ontex has lowered its adjusted EBITDA guidance by c. 13% (at the midpoint of the guidance range). Whilst we still believe in the growth prospects of the US business on the back of lower private label penetration and Ontex' challenger status, we cannot be blind for the intensified competition in Europe and the low st...
ARGAN: H1 2025 - Strong growth and 2025 targets confirmed Half-year results – Neuilly-sur-Seine, Thursday July 17, 2025 – 5.45 pm Half-year 2025 results Strong increase in rental income (€106 million: +8%) & accelerating recurring net income (€78 million: +16%) And confirmed targets for 2025 Indicators 2025Targets 2024Actual data Changevs 2024 Rental income €210m €198m +6% Recurring net income – Group share €151m €137m +11% EPRA LTV ratio1 < 40% 43% -3 pts Net debt / EBITDA 8x 9.2x -1 x Dividend per share €3.452 €3.30 +5 % Ronan Le Lan, Chairman of ARG...
ARGAN : S1 2025 - Forte croissance et objectifs 2025 confirmés Résultats semestriels – Neuilly-sur-Seine, jeudi 17 juillet 2025 - 17h45 Résultats du premier semestre 2025 Forte croissance des revenus locatifs (106 M€ : +8%) & accélération du résultat net récurrent (78 M€ : +16%) Et confirmation des objectifs 2025 Indicateurs Objectifs 2025 Exercice 2024 Variationvs 2024 Revenus locatifs 210 M€ 198 M€ +6 % Résultat récurrent net - pdg 151 M€ 137 M€ +11% Ratio LTV EPRA1 < 40% 43% -3 pts Ratio dette nette / EBITDA 8x 9,2x -1 x Dividende par action 3,45 €2 3,30 € ...
Aalberts: First hydronic flow control takeover in US; Ahold Delhaize: Preview 2Q25; EVS: Wins 2026 world cup contract Big Event Rental; Exor: A tad more Philips; Via Transportation reviving IPO plans; Heijmans: 1H25 preview; looks to be on track; KPN: 2Q25 preview; Montea: €24m acquisition in Dutch logistics hotspot; Ontex: Peer Essity 2Q25 results; RELX: 1H25 preview; Sligro: Weak 1H25 calls for 7.5% downgrade to consensus at EBITDA level; Events Calendar
Renault lowers its 2025 targets after a very disappointing end to the first half|Ontex Q2 25 early results release: Revenue and margin decrease in a weaker than expected market|Loxam is issuing a new bond maturing in February 2031|Finnair: weaker-than-expected results and guidance|
Renault abaisse ses objectifs 2025 après une fin de S1 très décevante|Ontex Q2 25 early results release: Revenue and margin decrease in a weaker than expected market|Loxam lance le placement d’une nouvelle obligation à échéance en février 2031|Finnair: weaker-than-expected results and guidance|
Ahold Delhaize: Peer Albertsons 1Q25/26 results ASML: 2Q25 results; good update, focus on FY26 Barco: 1H25 results; margin uplift despite headwinds Belgian Telecoms: DIGI fixed internet launch in Wallonia Flow Traders: June global volume rises but volatility declines MoM NSI: Good operational results, cautious outlook Ontex: Sizeable profit warning calls for material consensus downgrade
Ontex issued disappointing 2Q results, with adj EBITDA down 37%, and issued a considerable profit warning on FY25 adj EBITDA, revising down guidance by c. 13% (midpoint of range). Whilst the company is expecting improving momentum in 2H on the end of customer destocking and the ramp-up of new contracts, today's news is clearly disappointing. We will lower our forecasts significantly and expect a negative share price reaction today.
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