Supreme Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 17% year-over-year, driven by acquisitions and strong performance in vaping and wellness, despite declines in electricals. Gross profit rose 13%, with EBITDA flat due to higher overheads. Focus now shifts to integrating recent acquisitions and preparing for regulatory changes.
Fiscal Year 2025
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Revenue grew 4% year-over-year, with record EBITDA and improved margins driven by acquisitions and manufacturing efficiencies. Vaping transitioned from disposables to pods, while Drinks & Wellness doubled revenue. Cautious outlook maintained amid regulatory changes and active M&A pipeline.
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Revenue grew 8% to £113m and adjusted EBITDA rose 22% to £18.5m, driven by margin gains and the Clearly Drinks acquisition. The business remains debt-free, upgraded FY25 EBITDA guidance, and is well-positioned for regulatory changes and further M&A.