)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Arçelik (ARCLK) investor relations material
Arçelik Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary24 Oct, 2025
Executive summary
Q3 2025 revenues were TRY 124.4 billion, down 11.4% year-over-year, mainly due to weak international demand, unfavorable product mix, and pricing pressures, especially in Europe and Turkey.
Gross margin improved to 29.1%, supported by lower raw material costs and favorable euro-dollar parity.
Adjusted EBITDA margin rose to 7.0%, up 2.5 percentage points year-over-year, reflecting cost savings and restructuring.
Net loss before minority was TRY 2.3 billion for Q3, with a net margin of -1.9%.
Deleveraging began as EBITDA recovery and operational cash flow improved.
Financial highlights
Net sales for Q3 2025 were TRY 124.4 billion, down from TRY 140.5 billion in Q3 2024, with consolidated revenues declining 11.4% year-over-year in real terms.
Gross profit margin increased by 267 bps to 29.1% year-over-year.
Adjusted EBITDA for Q3 was TRY 8.7 billion, with a 7% margin; after inflation adjustments, EBITDA margin was 7.8%.
Net loss narrowed to TRY 2,338 million from TRY 6,400 million in Q3 2024.
CapEx to sales ratio dropped to 2.8%, reflecting disciplined capital expenditure.
Outlook and guidance
2025 guidance revised: domestic sales expected to decline up to 5% in real terms; international sales to grow 5–10% in euro terms.
EBITDA margin guidance updated to 6–6.5% for the year, reflecting downside risks in demand and pricing.
Net working capital over sales expected between 20–22% for the full year; CapEx guidance lowered to EUR 250 million.
Positive free cash flow anticipated for the full year, driven by inventory destocking and strong collections.
Management focuses on growth in Europe and MENA through recent acquisitions and integration.
Whirlpool acquisition: key financial impacts?
Impact of FX and inflation on net loss?
Shift in debt maturity profile and equity?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Arçelik earnings date
Q4 202522 Jan, 2026
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Arçelik Anonim Sirketi is a Turkish multinational company engaged in the production, marketing, and after-sale services of household appliances and consumer electronics. The company's product portfolio includes a wide range of durable goods such as washing machines, refrigerators, dishwashers, ovens, and smaller home appliances like coffee makers and vacuum cleaners. Arçelik operates through various segments including White Goods, Consumer Electronics, and Other, and markets its products under numerous brand names, including Arçelik, Beko, Grundig, Defy, and others. The company serves both domestic and international markets, maintaining a strong presence across Europe, Asia, and Africa. Arçelik is headquartered in Istanbul, Turkey, and its shares are listed on the Borsa Istanbul.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage