Compania de Distribucion Integral Logista Holdings, S.A. Q4 2025 Earnings Recap

Logista's fiscal year 2025 demonstrated steady economic sales growth in key markets, with profitability bolstered by favorable tobacco pricing changes, despite a decline in adjusted EBIT and net profit.

Key Takeaways

• Economic sales rose to EUR 1.8 billion, reflecting a 3% year-over-year increase, driven by strong performance in tobacco and pharma segments.
• Profit on inventory reached EUR 45 million, supported by increased tobacco taxes and retail pricing across Iberia, Italy, and France.
• Net profit declined 9% to EUR 281 million, attributed to lower financial income from a drop in average interest rates.
• A final dividend of EUR 1.53 per share will be proposed, maintaining the previous year's distribution with a 99% payout ratio despite profit fluctuations.
• Significant progress towards sustainability targets, including 85% of transport kilometers traveled using Euro 6 vehicles and 32% female representation in management.