reports
- Tanvi Arora
Ontex - Earnings Flash - FY 2025 Results - Lucror Analytics
Ontex has released weak FY 2025 results. The company downgraded its guidance twice in the year, due to soft demand amid weak consumer sentiment, high promotional activity from A brands and supply-chain constraints, as well as increases in raw-material costs. Meanwhile, H2 was more challenging than management's initial expectations. Looking ahead, Ontex anticipates that market conditions will remain soft. That said, management is optimistic that performance will improve gradually through the year...
- Ben Rickett
Eutelsat (Sell, €1.4, -40%) 2Q26: Nothing to justify the rally
Eutelsat has reported decent Q2 results, beating expectations due to a small one-off and confirming full year guidance. The fundamental outlook for the business remains unchanged, with deteriorating GEO economics (Flexsat Americas satellite cancelled) and an uncertain LEO outlook in an increasingly fragmented market. Nothing to justify the recent rally in the shares.
- Carole Braudeau
- Carole Braudeau
- Hela Zarrouk
- Oliver Metzger
ETL EUTELSAT COMMUNICATIONS SA
TFI TELEVISION FRANCAISE 1 SA
BLC BASTIDE LE CONFORT MEDICAL SA
RBT ROBERTET SA
LSS LECTRA SA
EOAN E.ON SE
RWE RWE AG
FIE FIELMANN AG
HEIJM HEIJMANS N.V. CERT
TIETO
DLG TIETOEVRY OYJ
AED DE'LONGHI S.P.A.
WAF AEDIFICA SA
XIL SILTRONIC AG
JEN XILAM ANIMATION SA
NLBR JENOPTIK AG
DSC1 NOVA LJUBLJANSKA BANKA DD LJUBLJANA
UN0 DUTCH STAR C SHAR
UNIPER SE
- Hela Zarrouk
- Oliver Metzger
ETL EUTELSAT COMMUNICATIONS SA
TFI TELEVISION FRANCAISE 1 SA
BLC BASTIDE LE CONFORT MEDICAL SA
RBT ROBERTET SA
LSS LECTRA SA
EOAN E.ON SE
RWE RWE AG
FIE FIELMANN AG
HEIJM HEIJMANS N.V. CERT
TIETO
DLG TIETOEVRY OYJ
AED DE'LONGHI S.P.A.
WAF AEDIFICA SA
XIL SILTRONIC AG
JEN XILAM ANIMATION SA
DSC1 JENOPTIK AG
UN0 DUTCH STAR C SHAR
UNIPER SE
- Stephane Beyazian
- Stephane Beyazian
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
Intesa Sanpaolo S.p.A.: 1 director
A director at Intesa Sanpaolo S.p.A. bought 18,000 shares at 5.880EUR and the significance rating of the trade was 61/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...
- Carole Braudeau
- Roy Külter
- Steven Boumans
OUT1V OUTOKUMPU OYJ
TYRES NOKIAN RENKAAT OYJ
FAGR FAGRON SA
LSS LECTRA SA
ERA ERAMET SA
KWS KWS SAAT SE & CO KGAA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
COK CANCOM SE
MONT MONTEA SCA
KENDR KENDRION NV
ONTEX ONTEX GROUP N.V.
FLU FLUGHAFEN WIEN AG
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
CLA CLARANOVA SE
AERO MONTANA AEROSPACE AG
VT5 VT5 ACQUISITION COMPANY AG
FLOW FLOW TRADERS LTD
- Roy Külter
- Steven Boumans
OUT1V OUTOKUMPU OYJ
TYRES NOKIAN RENKAAT OYJ
FAGR FAGRON SA
LSS LECTRA SA
ERA ERAMET SA
KWS KWS SAAT SE & CO KGAA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
COK CANCOM SE
MONT MONTEA SCA
KENDR KENDRION NV
ONTEX ONTEX GROUP N.V.
FLU FLUGHAFEN WIEN AG
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
CLA CLARANOVA SE
AERO MONTANA AEROSPACE AG
VT5 VT5 ACQUISITION COMPANY AG
FLOW FLOW TRADERS LTD
- Carole Braudeau
- Robert Jan Vos
- Usama Tariq
- ING Helpdesk
Benelux Morning Notes
Company comments AB InBev: Little to disappoint Adyen: 2H25 results – mixed results, soft guidance CVC Capital Partners: Executing well dsm-firmenich: Messy results Fagron: Beat on all lines, confident FY26 outlook to drive c.5% consensus EBITDA upgrade Flow Traders: EMEA saves the day KBC: Good results, opening up “jaws” further to 2028 Kinepolis: Canadian peer Cineplex 4Q25 results below consensus, January 2026 box office revenue up MICC: FX headwind leads to a 50bp margin miss in FY25 Montea:...
ULVR UNILEVER PLC
KBC KBC GROUP N.V.
FAGR FAGRON SA
MONT MONTEA SCA
ONTEX ONTEX GROUP N.V.
KIN KINEPOLIS GROUP NV
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
ADYEN ADYEN NV
WDP WAREHOUSES DE PAUW SCA
FLOW FLOW TRADERS LTD
DSFIR KONINKLIJKE DSM N.V.
CVC CVC CAPITAL PARTNERS PLC
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
- Hilde Van Boxstael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Wim Hoste
Ontex [FY25 EBITDA at low end of guidance, FY26 guidance of +10% EBITD...
4Q adjusted EBITDA dropped by 32% while FY25 adjusted EBITDA landed at 175.6m, which is at the low end of the € 175-180m guidance given at the time of the profit warning in December. FY26 guidance calls for a 10% increase in adjusted EBITDA to c. € 193m which is about 2% below our and consensus forecasts. We remind that Ontex recently decided to accelerate its CEO transition plan with Mr Nielly, previously President of Ontex Europe, having been appointed as the new CEO already in the course of J...
Ontex 2025 results
Ontex 2025 results Regulated information Challenging 2025, with results in line with latest outlook, but significantly lower than initial expectations; Clear priorities set for 2026 to resume profit growth and improve cash generation, and strategic review initiated Full year results in line with latest reviewed outlook:Revenue decreased by 4.9% LFL and adj. EBITDA margin by 2pp to 10%, on soft demand for baby care retailer brands and supply chain constraints;Net debt reduced by 6%, despite negative FCF, thanks to net proceeds from the completion of the Emerging Markets divestments, while ...
Ontex resultaten van 2025
Ontex resultaten van 2025 Gereglementeerde informatie Uitdagend 2025, met resultaten in lijn met de laatste vooruitzichten, maar significant onder de initiële verwachtingen; Duidelijke prioriteiten voor 2026 om winstgroei te hervatten en kasgeneratie te verbeteren, en strategische evaluatie in gang gezet Jaarresultaten in lijn met laatste herziene vooruitzichten:De omzet daalde met 4,9% LFL en de aangepaste EBITDA-marge met 2 procentpunten tot 10%, door de zwakke vraag naar retailermerken in babyverzorging en verstoringen in de toeleveringsketen;De nettoschuld daalde met 6%, ondanks de ne...
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