London · Delayed Price · Currency is GBP · Price in GBX Coca-Cola HBC AG Earnings Call Transcripts
Fiscal Year 2025
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Delivered strong organic revenue and EBIT growth in 2025, driven by sparkling and energy categories, with robust performance across all segments and continued investment in sustainability and digital capabilities. The CCBA acquisition will expand presence in Africa and is expected to be EPS accretive.
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Acquisition of a 75% stake in CCBA for $2.6B will create the world’s second largest Coca-Cola bottler by volume, expanding into 43 markets. The deal is expected to be EPS accretive from 2027, with strong growth prospects in Africa and a maintained investment-grade profile.
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Strong H1 2025 results with 9.9% organic revenue growth, robust performance in energy and emerging markets, and upgraded full-year guidance. Continued investment in marketing, digital, and sustainability, with disciplined capital allocation and resilience amid macro volatility.
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Nigeria is the largest and fastest-growing market by volume, driven by a young, diverse population, digital adoption, and a balanced portfolio strategy. Investments in supply chain, digital tools, and brand engagement have enabled volume and share gains, with further growth expected through premiumization, expanded distribution, and sustainability initiatives.
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A growth-focused beverage company operating in 29 markets is targeting 6-7% annual organic revenue growth, with Q1 results in line with expectations. Strategic focus areas include digital transformation, sustainability, and category innovation, with strong performance in energy and coffee.
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Q1 2025 saw strong organic revenue growth of 10.6% and value share gains, driven by pricing, mix, and volume momentum despite currency and inflation headwinds. Guidance for 6-8% top-line growth is reiterated, with key trading periods ahead and stable consumer conditions.
Fiscal Year 2024
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Organic revenue grew 13.8% in 2024 with strong EBIT and EPS gains, driven by robust performance across all segments and continued investment in growth categories. 2025 guidance anticipates 6%-8% organic revenue growth and 7%-11% EBIT growth amid ongoing macroeconomic challenges.
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Q3 saw strong organic revenue and volume growth across all segments, with standout performance in energy and coffee categories. 2024 guidance was raised, reflecting confidence despite ongoing consumer sensitivity, operational incidents, and regulatory changes.
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DIA is transforming commercial execution through AI-driven segmentation, personalized marketing, and data-powered decision-making, driving revenue growth and competitive advantage across diverse markets. Ongoing investments in talent, technology, and partnerships are expanding capabilities and scalability. DIA pilots in Africa and Europe show strong results in targeted growth and efficiency.
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The business is delivering strong growth across a diverse 29-country footprint, driven by a 24/7 brand portfolio, data-driven execution, and targeted investments in key categories like energy, coffee, and premium spirits. Despite macroeconomic challenges, upgraded 2024 guidance is supported by robust financials and strategic market focus, with Poland and Greece highlighted for future growth.
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Strong organic revenue and EBIT growth in H1 2024, with market share gains and robust performance across all segments. Upgraded full-year guidance reflects confidence despite FX and macroeconomic headwinds, with continued investment in premiumization and sustainability.
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Strong Q1 growth was driven by a diversified portfolio and disciplined revenue management, with guidance maintained amid macroeconomic uncertainties. Regional strategies focus on price mix, volume growth, and portfolio expansion, supported by advanced analytics and strong alignment with partners.