Earnings Alerts

Pepco Group (PCO) Earnings: FY Underlying EBITDA Falls Short of Estimates Despite Revenue Growth

By December 17, 2025 No Comments
  • Pepco Group‘s underlying EBITDA for the fiscal year amounted to €865 million, which is a 10% increase year-over-year, but it missed the estimated €877.2 million.
  • Like-for-like sales increased by 2.6%, which is slightly below the estimated growth of 2.72%.
  • The company reported total revenue of €4.52 billion, marking an 8.7% rise year-over-year, but falling short of the €5.22 billion estimate.
  • Pepco proposes a dividend of 9.6 Euro cents per share.
  • The company anticipates a growth of at least 9% in FY26 underlying EBITDA year-over-year, with underlying net earnings expected to exceed 25% growth.
  • Mid-term guidance has been reconfirmed with upgraded targets for gross margin and unlevered free cash flow.
  • Pepco expects a compounded annual growth rate (CAGR) of at least 15% in underlying net earnings.
  • From October 1 to December 13, 2025, Pepco’s like-for-like revenues increased by 3.9% excluding FMCG, and 0.3% including FMCG.
  • The company experienced a strong start in October, a weaker November, and returned to growth in December, with a significant increase in like-for-like performance over the last three weeks of the period by 7.0% excluding FMCG and 3.5% including FMCG.
  • The improvement in gross margins has been sustained throughout the quarter.
  • Analysts’ recommendations include 10 buys, 6 holds, and 0 sells.

A look at Pepco Group Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth2
Resilience2
Momentum5
OVERALL SMART SCORE2.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

For Pepco Group N.V., the long-term outlook appears promising as indicated by Smartkarma Smart Scores. While the company receives moderate scores in areas such as value, dividend, growth, and resilience, it stands out with a high momentum score. This suggests that Pepco Group is experiencing strong upward trends or positive market sentiment, which could bode well for its future performance.

Pepco Group N.V., a discount variety retailer operating in the UK, Ireland, Poland, and the rest of Europe, seems to have a solid foundation for growth and success. With a balanced assessment across key factors like value, dividend, growth, and resilience, coupled with a robust momentum score, the company appears well-positioned to capitalize on market opportunities and navigate potential challenges in the long term.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Analytics and News
  • ✓ Events & Webinars