Italy's Orsero FY sales slightly beat estimates, helped by growth in distribution business

Orsero SpA

12/03/2026 17:51

Overview

Italy fresh produce distributor's FY 2025 net sales rose 8.2%, slightly beating analyst expectations

Adjusted net profit for FY 2025 increased 4.7% year-over-year

Revenue growth driven by Distribution unit's higher volumes and prices

Outlook

Orsero says macroeconomic factors may create uncertainty for 2026

Company plans to focus on higher value-added products and external expansion in 2026

Result Drivers

DISTRIBUTION UNIT GROWTH - Higher volumes and increased prices in the Distribution business, especially in high value-added fruits, drove revenue growth

HIGHER OPERATING MARGINS - Adjusted net profit rose due to higher operating margins supported by both business units

SHIPPING UNIT IMPACT - Shipping unit results were supported by a record loading factor, though revenue was held back by currency effects

Company press release: ID:nBIA18lSgM

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Sales
Slight Beat*
EUR 1.70 bln
EUR 1.69 bln (4 Analysts)
FY Adjusted Net Income
EUR 33 mln
FY Adjusted EBITDA
EUR 86.9 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the food retail & distribution peer group is "buy"

Wall Street's median 12-month price target for Orsero SpA is €26.05, about 38.4% above its March 11 closing price of €18.82

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 10 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)