)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
The Navigator Company (NVG) investor relations material
The Navigator Company Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary29 Jul, 2025
Executive summary
Turnover for H1 2025 was €1,019 million, down 4% year-over-year, with EBITDA at €216 million (28% decrease) and net profit at €85 million (46% decrease), reflecting market volatility and cost pressures.
Diversification into tissue and packaging segments drove growth, now accounting for nearly 30–45% of turnover, with tissue turnover up 35% and packaging up 8%.
Maintained strong competitive position in Europe, with international sales representing 81% of tissue sales and significant growth in both tissue and packaging.
Achieved top ESG ratings, including Sustainalytics Top Rated and CDP 'A' scores for climate and forests.
Best ever safety results achieved, with a 49–50% year-over-year improvement in accident frequency.
Financial highlights
Turnover reached €1,019 million in H1 2025, down 4% year-over-year, with Q2 turnover at €490 million (down 8% sequentially).
EBITDA was €216 million, margin at 21% (down from 28% YoY); Q2 EBITDA declined 13% sequentially.
Net profit for H1 2025 was €85 million, down from €159 million in H1 2024.
Net debt increased to €675–676 million, up €58 million since December, after €100 million dividend payout and high CapEx.
Value-added capex totaled €94 million, with 60% directed to sustainable investments.
Outlook and guidance
Persistent global uncertainty due to trade policy shifts, protectionism, and new 15% US tariff on European exports.
Operational excellence and cost optimization programs underway, including AI-driven efficiency and headcount freeze.
CapEx plans under review, aiming to reduce 2025 projects by €40 million and prioritize high-return, EU-funded investments.
US market remains structurally short in Printing and Writing paper, supporting export opportunities.
Feasibility study for a new 70,000-ton tissue machine in the UK ongoing, with a decision expected this semester.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next The Navigator Company earnings date
Q3 202528 Oct, 2025
Next The Navigator Company earnings date
Q3 202528 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, 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
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
The Navigator Company S.A., formerly known as Portucel S.A., is a Portugal-based enterprise primarily focused on the production of paper and pulp. The company operates through four main segments: Paper, Pulp, Energy, and Forestry. It is recognized for manufacturing uncoated printing and writing paper and for producing bleached eucalyptus pulp. The company also generates power from biomass fuels through cogeneration processes and manages eucalyptus nurseries as part of its forestry operations. The Navigator Company offers its products under several brand names including Navigator, Pioneer, and Inacopia, catering to various market demands in office and offset paper. The company is headquartered in Setúbal, Portugal, and its shares are listed on Euronext Lisbon.
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