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OVS (OVS) investor relations material
OVS Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary18 Sep, 2025
Executive summary
Achieved record first-half results with net sales of €792.9 million, up 4.1% year-over-year, driven by strong performance in women's apparel, beauty, and the first-time consolidation of Goldenpoint.
Net income rose 31.7% to €45.6 million, supported by EBITDA growth and margin expansion.
Women's segment, led by Les Copains and Piombo, and the beauty category delivered strong double-digit growth and higher margins.
Goldenpoint contributed €15 million in sales in July and boosted overall results since consolidation.
Like-for-like August sales showed double-digit growth, with September also performing well.
Financial highlights
Net sales reached €792.9 million (+4.1%); gross margin improved to 60.7%; adjusted EBITDA increased to €101.7 million (+14.3%), with margin at 12.8%.
Net income at €45.6 million, up 31.7% year-over-year; EBIT at €69.2 million (+20.8%).
Net financial debt as of July 31, 2025, was €293.6 million, reflecting Goldenpoint consolidation and seasonality.
Working capital remained stable; inventory elevated due to Suez Canal disruption and anticipated purchases.
Treasury shares in portfolio represent 4.297% of share capital as of September 16, 2025.
Outlook and guidance
Full-year growth expectations confirmed, with strong sales momentum continuing into the second half and double-digit like-for-like August sales.
Expect mid-single-digit revenue growth for the year, with Goldenpoint contributing €60 million in H2 sales.
Free cash flow forecasted at €70 million for the year, with Goldenpoint's contribution expected to be neutral.
CapEx guidance for the year is €70–75 million, with a sharper drop expected from 2026.
Gross margin for the full year expected to remain above last year, with some benefit from favorable FX hedging in 2026.
Goldenpoint's margin profile vs. group average?
H2 cash flow generation outlook?
New Upim store format's performance metrics?
Upim Gallery format: strategic impact & rollout?
Gross margin sustainability & 2026 drivers?
Kasanova acquisition: strategic fit & synergies?
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Next OVS earnings date
Q3 202618 Dec, 2025
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Frequently asked questions
OVS S.p.A. (formerly Oviesse) is an Italian clothing company with stores in Europe, Latin America and Asia with a total of more than a thousand locations. OVS S.p.A. operates the OVS, UPIM and Stefanel brands. The company was founded in 1972, and is headquarted in Padova, Veneto, Italy.
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