France · Delayed Price · Currency is EUR Robertet Earnings Call Transcripts
Fiscal Year 2025
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Strong organic growth and margin expansion in 2025, with EBITDA margin up to 20.6% and net income rising 14.8%. Facing headwinds from FX, raw material, and transport costs, but maintaining disciplined investment and M&A strategy. Guidance for 2026 is cautious, targeting 5% revenue growth.
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Solid H1 2025 results with 9.2% organic growth, margin improvements, and strong performance in raw materials and flavors. U.S. tariffs and currency volatility pose headwinds for H2, but price increases and ongoing M&A are expected to support long-term growth.
Fiscal Year 2024
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Double-digit growth in 2024 was driven by all divisions and regions, with EBITDA margin rising to 19.4% and net income up to €90 million. Expansion in Asia and the Americas, targeted acquisitions, and strong cash flow supported increased CapEx and a higher dividend. Regulatory, tariff, and raw material risks remain key challenges.
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Strong H1 2024 results with 10.1% sales growth and 21.4% EBITDA margin, driven by restocking, favorable raw material costs, and successful integration of Sonarome. Full-year organic growth is targeted at 7%, with margin improvement expected despite H2 cost pressures.