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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Koç Holding
Koç Holding (KCHOL) investor relations material
Koç Holding Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary4 Dec, 2025
Strategic positioning and business model
Largest industrial and services group in Turkey, with leading positions in energy, automotive, consumer durables, and finance sectors, contributing over 7% of Turkey’s GDP and exports.
Strong international presence with exports to over 155 countries, operations in 45 currencies, and 46% of revenues from international or FX-linked sources.
Stable shareholding structure with significant family ownership, independent and women board members, and a history of share buybacks.
Balanced portfolio of defensive and growth assets, ensuring resilience and long-term value creation.
Sectoral and geographical diversification supports sustainable revenue and mitigates cyclicality.
Financial performance and investment
9M25 combined revenues reached TL 3.2 trillion, with energy and automotive as the largest contributors; consolidated net income after non-controlling interest was TL 14.4 billion, up 54% y/y.
Strong liquidity with USD 874 million net cash as of September 2025 and prudent leverage (1.4x net financial debt/EBITDA).
Dividend income in 2025 reached TL 33.4 billion, with a flexible payout policy and majority sourced from FX or FX-linked companies.
Over USD 15.7 billion invested in the last five years, focusing on energy (including renewables), automotive (R&D and exports), consumer durables, and healthcare.
Credit rating two notches above sovereign, reflecting strong fundamentals and prudent management.
Segment highlights
Energy: Maintained high margins and capacity utilization, with Tüpraş and Aygaz leading in refining and LPG, and Opet as #2 in fuel distribution.
Automotive: Robust domestic and export performance, with Ford Otosan, Tofaş, and TürkTraktör holding market leadership and expanding through JVs and new models.
Consumer durables: Arçelik remains a global leader despite challenging demand, leveraging synergies from the Whirlpool transaction and focusing on cost efficiency.
Finance: Yapı Kredi delivered resilient core income, strong lending growth, and robust capital buffers, despite a negative net income contribution in 9M25.
Other businesses: Leadership in DIY retail, procurement, tourism, IT, fintech, and healthcare, with ongoing digital and international expansion.
Healthcare investment rationale and outlook
Tofaş Stellantis integration progress & impact
Arçelik Whirlpool synergy & footprint update
Partial view of Summaries dataset, powered by Quartr API
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Next Koç Holding earnings date
H2 202512 Feb, 2026
Koç Holding
Next Koç Holding earnings date
H2 202512 Feb, 2026
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