France's Verallia 2025 revenue slightly misses analyst expectations

Verallia SA

24/02/2026 17:53

Overview

France glass packaging firm's 2025 revenue slightly missed analyst expectations

Adjusted EBITDA for 2025 down compared to 2024, reflecting lower profitability

Company's free cash flow doubled in 2025, exceeding revised target

Outlook

Verallia expects 2026 adjusted EBITDA around €700 mln

Company anticipates 2026 free cash flow around €220 mln excluding restructuring costs

Verallia plans to keep 2026 capex under strict control around 8% of sales

Result Drivers

ORGANIC VOLUME GROWTH - Verallia returned to positive volume growth in 2025, driven by food jars and non-alcoholic beverages, despite a Q4 slowdown

NEGATIVE PRICE EFFECT - Revenue was impacted by a negative price effect and unfavorable mix, with a softer impact in the second half of the year

REGIONAL PERFORMANCE - Southern and Western Europe saw revenue decline due to lower selling prices, while Latin America benefited from strong spirits growth

Company press release: ID:nBwT9l13a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Slight Miss*
EUR 3.33 bln
EUR 3.36 bln (9 Analysts)
FY Adjusted EBITDA
EUR 692 mln
FY Net Debt
EUR 1.86 bln


*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 "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the non-paper containers & packaging peer group is "buy."

Wall Street's median 12-month price target for Verallia SA is €24.00, about 18.5% above its February 24 closing price of €20.26

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 12 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.)