Spain · Delayed Price · Currency is EUR Logista Integral Earnings Call Transcripts
Fiscal Year 2026
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FY26 underlying adjusted EBIT met mid-single-digit growth guidance, with Iberia and Italy strength offsetting lower inventory gains. FY27 guidance remains mid-single-digit adjusted EBIT growth excluding POI, with a proposed dividend of at least €2.17 per share.
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Revenue grew 3% to EUR 6.6 billion, but net profit fell 10% to EUR 136 million due to lower inventory gains and financial income. Adjusted EBIT and EBITDA both declined 4% year-on-year. Guidance for mid-single digit EBIT growth (ex-inventory) and stable dividends is reaffirmed.
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The AGM confirmed strong economic sales growth and a stable dividend despite a 9% drop in net profit, with all resolutions—including board appointments, bylaw amendments, and a new remuneration policy—approved by a broad majority. Sustainability and operational efficiency remain strategic priorities.
Fiscal Year 2025
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Economic sales rose 3% to EUR 1.8 billion, led by tobacco and pharma in Iberia and Italy, while net profit fell 9% due to lower financial income and transport underperformance. Dividend remains stable with a 99% payout, and further restructuring is expected in El Mosca and Carbó.
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H1 2025 saw 6% economic sales growth and strong profit on inventory, offsetting transport segment weakness and a 5% net profit decline due to lower financial income. Adjusted debit rose 5%, and the dividend policy remains unchanged.
Fiscal Year 2024
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Solid 2024 results driven by business diversification, higher interest rates, and strong operational performance led to a 13% net profit increase and a 30% higher dividend proposal. Non-tobacco sales surpassed 50%, with continued M&A and synergies supporting growth.