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Investor Relations14 Oct 2025
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Jerónimo Martins (JMT) investor relations material
Jerónimo Martins Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary1 Aug, 2025
Executive summary
Sales grew 6.7% year-over-year to €17.4 billion, with EBITDA up 10.3% to €1.15 billion and net profit rising 6.6% to €269 million, despite cost inflation and subdued consumer demand.
Operational efficiency, productivity initiatives, and cost discipline offset margin pressures from low food inflation and rising wages.
196 new stores opened and 71 remodelled, with significant investment supporting long-term expansion.
Maintained focus on price competitiveness and value propositions to retain customer preference and increase market share.
Net cash position (excluding lease liabilities) stood at €213 million after €371 million dividend payment.
Financial highlights
Consolidated sales grew by 6.7% to €17.4 billion, EBITDA margin improved to 6.6% (+21bps), and net profit rose 6.6% to €269 million.
EPS increased to €0.43, up 6.6% year-over-year.
Cash flow before dividend payment was negative €157 million, reflecting seasonality and investment outlays.
Net debt (IFRS16) was €3.8 billion; excluding lease liabilities, net cash was €213 million.
Dividends of €371 million paid in May.
Outlook and guidance
2025 outlook confirmed, with capex expected slightly above €1 billion and continued focus on expansion and remodeling.
Biedronka to open 130–150 net new stores and renovate ~200 locations; Ara to open over 150 new stores and integrate ~70 acquired locations.
Management anticipates continued margin pressure from higher personnel costs and intense competition, but aims to protect profitability.
Market volatility expected to persist due to geopolitical and political instability in Europe.
Hebe to open ~30 new stores in Poland, focusing on e-commerce and cost discipline.
How will Biedronka address margin pressures?
Assess Hebe's strategy amid deflation.
Explain Ara's logistics investment.
How did Biedronka maintain price leadership?
Detail Ara's margin improvement drivers.
Elaborate on H2'25 free cash flow dynamics.
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Next Jerónimo Martins earnings date
Q3 202529 Oct, 2025
Next Jerónimo Martins earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
Jerónimo Martins SGPS, S.A. is a Portuguese corporate group primarily engaged in the food distribution and specialized retail sectors. With a wide-reaching presence, the company operates over 4,900 stores across Portugal, Poland, and Colombia, showcasing its international footprint in the retail industry. Its retail operations are diverse, including the Pingo Doce chain of super- and hypermarkets in Portugal, which is a significant part of its business. Additionally, Jerónimo Martins plays a crucial role in the cash & carry segment with its Recheio chain, further underlining its versatility within the retail and distribution sectors. The company is headquartered in Lisbon, Portugal, and its shares are listed on the Euronext Lisbon stock exchange.
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