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...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
- 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
- Alvaro del Pozo
ASML HOLDING NV: LA DEMANDA ESTÁ “AHÍ” (ANÁLISIS BANCO SABADELL)
El empuje sostenible de la demanda da mayor visibilidad al negocio de los próximos años. SOBREPONDERAR La fortaleza histórica de los pedidos mostrada en los Rdos. 4T’25 y los comentarios contundentes de la compañía sobre el feedback de sus clientes, aportan nueva visibilidad sobre el negocio en próximos años, que se beneficia, entre otros factores, del nuevo ciclo de inserción de las herramientas High NA más avanzadas. Elevamos P.O. a 1.450 euros/acc. (+54% vs anterior y +20% potencial) tras rev...
- 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...
- Research Department
INFORME DIARIO 12 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: AB INBEV, AHOLD DELHAIZE, ASML, DEUTSCHE TELEKOM, ESSILORLUXOTTICA, MERCEDES BENZ GROUP, SANOFI. 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. El dato de empleo en EE.UU. agita los mercados Jornada de más a menos en las bolsas europeas, que ...
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...
- Felix Fischer
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Verisure, AMS Osram, International Personal Finance, Bombardier, TK Elevator, Rekeep, Ontex, TUI, Allwyn (formerly Sazka), Samvardhana Motherson, Adler Pelzer, Canpack, Iceland Foods
- Mariem Ben Nejma
- Sinan Doganli
- Mariem Ben Nejma
- Sinan Doganli
- Guy Sips
- Michiel Declercq
- Guy Sips
Barco Despite US headwinds more or less in line but order cycles short...
FY2025 was more or less in line with our and CSS forecasts, demonstrating resilience amid global challenges and “setting up a foundation for future growth”. We maintain our prudence stance as -while FY2025 shows that Barco can return to sales and margin growth under difficult conditions- the year also exposed clear vulnerabilities—most notably in order intake, which fell 5% YoY (–2% at constant FX) and declined across several divisions and regions. The contraction in orders, combined with the st...
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