Delegat Group Earnings Call Transcripts
Fiscal Year 2026
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Sales and margins improved year-over-year despite U.S. tariffs and global market pressures. Strong cash flow enabled debt reduction and disciplined CapEx, with premium brand positioning supporting resilience across key markets.
Fiscal Year 2025
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The AGM reviewed strong financial results, with net profit and cash flow growth despite global challenges. Strategic focus remains on premiumization, U.S. market expansion, and sustainability, while shareholders approved director re-election and auditor remuneration.
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Case sales fell 12% year-over-year, but higher prices and cost discipline drove net profit above guidance. U.S. tariffs and global headwinds led to inventory resets, yet strong cash flow enabled debt reduction and continued investment in premiumization.
Fiscal Year 2024
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The meeting reviewed a strong operating profit and cash flow despite a drop in reported net profit due to accounting and tax changes. Shareholders discussed board independence, dividend policy, and strategic growth, with all director and auditor resolutions proceeding to vote.