London · Delayed Price · Currency is GBP · Price in GBX Supreme Earnings Call Transcripts
Fiscal Year 2026
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Record revenue growth of 17% year-over-year was driven by both organic expansion and acquisitions, all funded from free cash flow. Gross margin declined due to a shift in product mix, but cash generation and EBITDA remained strong. The business is preparing for regulatory changes in vaping and continues to invest in growth and international expansion.
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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 EBITDA up 6% to £40.5 million and gross margin rising to 32%. Acquisitions in drinks and tea drove diversification and rapid profitability, while the vaping segment managed a regulatory-driven transition. Guidance remains cautious amid ongoing market changes.
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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.