)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
emeis
emeis (EMEIS) investor relations material
emeis H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary18 Feb, 2026
Executive summary
2025 marked a turning point with strong operational recovery, exceeding guidance for the second consecutive year, and clear evidence of improved satisfaction and quality indicators, including a 93.5% satisfaction rate and NPS of 41.
Significant structural progress was made in divestment, debt reduction, and financial sustainability, with net debt (pro forma) down €1 billion and leverage ratio improved from 19.5x to 10.0x.
Major disposals and refinancing initiatives led to a strengthened balance sheet and operational turnaround.
Financial highlights
Organic revenue grew 6.1% year-over-year to €5,895 million, driven by price effect, occupancy gains, and new facilities, with nursing homes and international operations leading.
EBITDAR rose 19.2% at constant perimeter, EBITDA (excl. IFRS 16) increased 56.5%, and free cash flow turned positive at €342 million.
Net operating cash flow rose to €185 million from €15 million last year.
Net debt (pro forma Isemia) reduced by €1 billion to €3.77 billion; leverage ratio improved to 10.0x.
Disposals since mid-2022 totaled €2.45 billion, exceeding the €1.5 billion target.
Outlook and guidance
Midterm guidance confirmed: EBITDAR CAGR of 12%-16% and revenue CAGR of 4%-5% (2024-2028) at constant perimeter.
2026 EBITDAR expected to grow at least 10% like-for-like.
Continued focus on operational improvement, cost optimization, and maintaining positive price-cost spread.
OpEx savings plan beyond H2 2025
Isemia's long-term strategy post-partnership
Adjustments to 2026 EBITDA guidance from OpCo sales
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next emeis earnings date
Q1 2026 TU6 May, 2026
emeis
Next emeis earnings date
Q1 2026 TU6 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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
emeis Société anonyme (formerly Orpea SA) is a France-based company specializing in the operation of retirement homes, outpatient and rehabilitation clinics, and psychiatric care facilities. The company also manages assisted living facilities and provides home care services. Orpea's offerings include long-term stays, short or respite stays, daycare, and specialized care for patients with Alzheimer’s and related diseases. The company is headquartered in Puteaux, Ile-de-France, and its shares are listed on the Euronext Paris.
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