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Tonies (TNIE) investor relations material
Tonies Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved upper end of FY 2025 guidance, driven by portfolio expansion and internationalization, with record adjusted EBITDA margin despite a challenging macroenvironment.
Double-digit revenue growth in all markets, with half of annual revenue generated in Q4 due to strong product launches and commercial events.
Financial highlights
Group revenue increased 31% year-over-year to EUR 630m, exceeding guidance of over EUR 600m.
Adjusted EBITDA margin reached around 8.5%, up from 7.5% in 2024.
Q4 2025 revenue rose 31% year-over-year to EUR 313m, outpacing full-year growth.
Outlook and guidance
Current momentum and successful product launches provide a strong foundation for continued profitable growth in 2026.
- Q3 revenue up 21% YoY, FY 2024 guidance confirmed with strong international momentum.TNIE
Q3 202414 Jan 2026 - Record revenue and profitability, but 2025 outlook clouded by tariff and market risks.TNIE
Q4 202429 Nov 2025 - 20.3% H1 revenue growth, improved margins, and FY guidance for >25% growth and higher profitability.TNIE
Q2 202523 Nov 2025 - Q1 2025 revenue up 24% to EUR 97.2m, driven by global expansion and strong profitability.TNIE
Q1 202519 Nov 2025 - Q3 2025 revenue soared 52.3% YoY, driven by new product launches and global expansion.TNIE
Q3 202518 Nov 2025 - Double-digit growth, global expansion, and profitability achieved, with strong innovation and risk management.TNIE
Company Presentation7 Jul 2025 - Tonies SE accelerates global growth, with US momentum and new products fueling record revenue.TNIE
Corporate Presentation13 Jun 2025 - 30% revenue growth, margin gains, and strong international expansion marked H1 2024.TNIE
Q2 202413 Jun 2025
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