Logista Holdings Sociedad Anónima (CDNIF)
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Logista Integral, S.A. (CDNIF) Q2 2025 Earnings Call Transcript
Logista Integral, S.A. (OTCPK:CDNIF) Q2 2025 Earnings Conference Call May 9, 2025 6:00 AM ET Company Participants Isabel Troya - Head of Investor Relations Pedro Agustin Losada Hernandez - Chief Financial Officer Conference Call Participants Isabel Troya Good afternoon, everyone, and welcome to Logista's H1 Results Presentation.
Logista: I Might Have Been Wrong (Rating Downgrade)
I initiated coverage for Logista Integral, S.A. with a buy rating, but since then, low OTC volume has hindered its stock movement; it outperformed the S&P 500 in Euros but underperformed after forex effects. Logista specializes in transporting tobacco, pharmaceuticals, and other products in Western Europe, with a low-margin business model and exposure to macroeconomic risks. Q1 FY25 earnings showed 4% revenue growth, driven by Iberia's tobacco sales, but overall low growth and declining tobacco volumes highlight the need for diversification.
Logista Integral, S.A. (CDNIF) Q3 2024 Earnings Call Transcript
Logista Integral, S.A. (OTCPK:CDNIF) Q3 2024 Earnings Conference Call November 6, 2024 6:00 AM ET Company Participants Isabel Troya - Head of Investor Relations Inigo Amusco - CEO & Executive Director Pedro Agustin Losada Hernandez - Chief Financial Officer Conference Call Participants Isabel Troya Good afternoon, everyone, and welcome to Logista's 2024 Results Presentation.
Logista: Upside In Pharmaceuticals And M&A Despite Tobacco Risks
Logista Integral, a logistics company in Western Europe, specializes in transporting tobacco, pharmaceuticals, and other products, with a 2023 revenue of €12.4 billion. Despite low margins and exposure to tobacco regulations, Logista's debt-free status and positive free cash flow offer potential for shareholder value through buybacks and dividends. The company faces risks from declining tobacco consumption and macroeconomic factors but can pivot to pharmaceuticals and express delivery for growth.
