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Davide Campari-Milano (CPR) investor relations material
Davide Campari-Milano Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
H1 2025 net sales reached €1,528 million, up 0.3% year-over-year, with Q2 organic growth of 3.5% and strong sell-out, especially in aperitifs and agave, entering peak season.
Outperformed sector in most geographies, with double-digit Q2 growth in over 13 markets and strong execution in peak season.
Maintained balance sheet discipline, continued deleveraging, and paused M&A while focusing on portfolio streamlining and cost containment.
Profitability supported by gross margin accretion and initial cost savings, despite increased brand investment ahead of peak season.
Financial highlights
Adjusted EBIT for H1 2025 was €351.8 million (23.0% margin), down 2.3% year-over-year; Q2 organic growth at 3.5%.
Adjusted net profit was €216.2 million, down 9.5% year-over-year; reported net profit at €206.4 million, down 6.0%.
Adjusted EBITDA reached €426.6 million (27.9% margin), up 1.9% year-over-year.
Free cash flow positive at €35M vs. negative €60M last year, despite €39M extraordinary CapEx.
Net financial debt at €2,382 million, leverage ratio improved to 3.2x from 3.5x post-acquisition.
Outlook and guidance
Full-year guidance unchanged: moderate organic top line growth and flattish EBIT adjusted margin before tariff impact.
Tariff impact for 2025 could range from €4M to €45M; not included in current guidance.
Medium/long-term outlook remains confident, with gradual return to mid-to-high single-digit organic net sales growth in normalized macro environment.
Q3 peak season seen as critical for full-year visibility; improvement in sellout trends expected to continue.
Gross margin expected to benefit from sales mix and COGS efficiencies, before potential US tariffs.
Explain the expected impact of US tariffs.
How will cost containment benefit EBIT margin?
Detail Espolon's growth in core US market.
What is the short-term tariff mitigation strategy?
Describe current consumer spending trends in Europe.
What are the criteria for future portfolio disposals?
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Next Davide Campari-Milano earnings date
Q3 202529 Oct, 2025
Next Davide Campari-Milano earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
The 162-year-old Italian beverage giant
With more than 160 years of experience, The Campari Group features a portfolio of well-known beverage brands and is one of the major players in the liquor industry. They are owners, producers, and sellers of legendary brands such as Campari, SKYY Vodka, Aperol, Appleton, Cinzano, and Wild Turkey. The group is also producers and distributors of, among others, Henkell Trocken, Lipton Ice Tea, and Jägermeister.
Founded in Italy 1860
Gaspare Campari founded the company in 1860 when he started a distillery, a bar, and a café called Caffé Camparino in Milan. When he passed away, one of his five sons, Davide Campari, took the throne. Davide truly boosted the company, developing the Sesto San Giovanni plants in 1904 and concentrating the production on only two products - the Bitters and the Cordials.
Negroni, nothing without the Campari Bitter
Most famous for their Campari Bitters (the key ingredient in the classic Negroni), which despite being in production for over 160 years, still is a staple bar cabinet. In 2021, the Campari-based Negroni took the number one spot as the Best Selling Cocktail, while Aperol Spritz placed sixth.
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