Logista Integral SA

LOG

Equity

ISIN ES0105027009 / Valor 24803372

BME Bolsas y Mercados Espanoles - Renta Variable (2025-11-21)

EUR 29.34+0.27%

Logista Integral SA
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About company

Compania de Distribucion Integral Logista Holdings S.A., commonly known as Logista, is a prominent logistics and distribution company with a significant footprint in Southern Europe. The company specializes in providing tailored logistics solutions, ensuring efficient and rapid market access for manufacturers across various sectors. With operations spanning Spain, France, Italy, and Portugal, Logista serves approximately 200,000 points of sale, demonstrating its extensive reach and capability in connecting manufacturers with retailers and consumers. Beyond its core markets, the company also extends its logistics services to Poland and the Benelux countries, further showcasing its expansive operational network. Logista's business model is centered around optimizing the supply chain from production to retail, leveraging its expertise in logistics to cater to the specific needs of different industries and retail networks.

Summarized from source with an LLMView SourceSector: Consumer Non-Cyclicals

Top‑line and sales mix

Revenues rose to €13,536m (+4.2%) with growth across Iberia and Italy. Economic Sales increased to €1,809m (+3.0%), driven by gains in Iberia’s main businesses and Italy, while France declined year‑on‑year.

Profitability and margins

Adjusted EBIT fell slightly to €378m (‑1.9%) and the Economic Sales margin compressed by 103 basis points to 20.9%, reflecting margin pressure despite revenue growth. Reported EBIT was €318m (‑2.4%).

Net profit and tax

Net Profit was €281m, down 8.8% vs FY2024. The effective tax rate eased slightly to 26.3% (‑12 bps).

Financial costs

Net financial result weakened to €63m from €93m the prior year (‑32.1%), attributed to a reduction in the average interest rate effect compared with the previous period.

Inventory and tobacco tax impact

Changes in inventories related to tobacco taxes/prices produced a positive estimated impact of €45m (vs €35m in FY2024), including an Iberia inventory effect of €34m tied to pre‑Jan‑2025 retail price increases.

Segment performance — Iberia, Italy, France

Iberia: Revenues €5,172m (+6.8%) and Economic Sales €1,181m (+3.2%), tobacco sales +8.0% though volumes broadly stable (‑0.4%). Italy: Revenues €4,781m (+7.8%) and Economic Sales €434m (+7.9%), with Adjusted EBIT up 10.6% to €134m. France: Revenues €3,643m (‑3.2%) and Economic Sales €200m (‑7.4%), with Adjusted EBIT down 14.9% to €53m.

Operational items and one‑offs

Restructuring costs were €(5)m (vs €(4)m) and profit on disposals was €6m (vs €5m). Amortisation of acquisition-related assets remained similar to prior year (~€61m).

Summarized from source with an LLMView Source

Key figures

-2.07%1Y

32.3%3Y

90.0%5Y

Performance

18.0%1Y

17.2%3Y

18.1%5Y

Volatility