Aramis Group SAS Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 revenues fell 4.8% to €550M, with B2C volumes down 5.6% amid market declines and strategic transitions in the U.K. and Austria. France outperformed, and 2026 guidance for at least 115,000 B2C vehicles and €55M adjusted EBITDA is confirmed.
Fiscal Year 2025
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FY 2025 saw record B2C deliveries, 6% revenue growth, and a 34% rise in adjusted EBITDA, with strong cash generation reducing net debt. FY 2026 is set as a transition year with cautious guidance, while midterm growth and margin ambitions are reaffirmed but delayed.
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Retail volumes grew 2% in a market down 6%, with revenue up 3% year-on-year and record customer satisfaction. Updated guidance reflects mid-single-digit B2C growth and adjusted EBITDA near €65M, as the group focuses on profitability and operational discipline.
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H1 2025 saw 10% organic revenue growth, doubled adjusted EBITDA, and strong cash generation, with continued market outperformance and operational improvements. Guidance for double-digit refurbished sales growth and over EUR 65 million EBITDA is maintained.
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Q1 2025 revenues grew 10% year-on-year to €578 million, with strong B2C and refurbished car volume growth, outperforming the market. Guidance for 2025 and 2027 is reaffirmed, and operational improvements, including AI-driven sales, are underway.
Fiscal Year 2024
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Aiming for €10 billion revenue and 5% market share, the group leverages a vertically integrated, digital-first model in a vast, fragmented European used car market. With a focus on operational excellence, technology, and sustainability, it targets 5% EBITDA by 2027 and continuous cash generation, supported by strong partnerships and a unified brand platform.
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Record FY2024 results with Adjusted EBITDA up fivefold to €50M and strong B2C volume growth. Outlook for 2025 targets double-digit refurbished growth, high single-digit B2C growth, and at least €65M EBITDA, with continued margin and productivity improvements.