France · Delayed Price · Currency is EUR Aramis Group SAS Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY 2026 revenues fell 5% year-over-year to €559 million, with refurbished volumes up 3% and pre-registered volumes down 20%. C2B sourcing surged 27%, now one-third of B2C deliveries. FY 2026 guidance and medium-term targets are confirmed.
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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-over-year, driven by strong B2C and refurbished car volumes, with all countries contributing to growth. The group reaffirmed its FY2025 and FY2027 guidance, highlighted operational improvements, and continued to outperform the market.
Fiscal Year 2024
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Aiming for over €10 billion in revenue and 5% market share, the group leverages a vertically integrated, digital-first model to drive profitable growth in Europe's fragmented used car market. By 2027, it targets a 5% EBITDA margin, improved working capital, and unified branding, supported by operational excellence, AI, and strong partnerships.
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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.