Kesko Oyj (OTCPK:KKOYF) H1 2025 Earnings Conference Call July 22, 2025 2:00 AM ET Company Participants Ari Akseli - President of Grocery Trade & Member of Group Management Board Hanna Jaakkola - Vice President of Investor Relations Johanna Ali - President of the Car Trade Division & Member of Group Management Board Jorma Rauhala - President, CEO & Member of Group Management Board Sami Kiiski - President of Building & Technical Trade Division and Member of Group Management Board Conference Call Participants Arttu Heikura - Inderes Oyj, Research Division Fredrik Ivarsson - ABG Sundal Collier Holding ASA, Research Division Maria Wikstrom - SEB, Research Division Miika Ihamaki - DNB Carnegie, Research Division Robert W. Joyce - BNP Paribas Exane, Research Division Svante Krokfors - Nordea Markets, Research Division Hanna Jaakkola Dear all, welcome to Kesko's Q2 2025 Release Call, and also welcome to warm Helsinki, at least virtually.
Kesko has transformed from a grocery retailer into a diversified retail group operating in groceries, building & technical trade (BTT), and car sales, primarily in Finland and other Nordic countries. The company has maintained strong operating margins, despite short-term margin pressure from competitive pricing and weaker economic conditions. Kesko has leveraged strategic acquisitions, and investments in digital platforms, strengthening its market position and growth prospects.
Kesko Oyj (OTCPK:KKOYF) Q1 2025 Earnings Conference Call April 29, 2025 2:00 AM ET Company Participants Hanna Jaakkola - Vice President, Investor Relations Jorma Rauhala - President & Chief Executive Officer Sami Kiiski - President of Building & Technical Trade Division Ari Akseli - President, Grocery Trade Conference Call Participants Calle Loikkanen - Danske BNK Miika Ihamaki - DNB Markets Rob Joyce - BNP Paribas Exane Hanna Jaakkola Dear all, warmly, welcome virtually to Helsinki and thank you for tuning in for Kesko's Q1 2025 Release Call. Today's headline is stable performance during the slowest quarter of the year and it describes well the first quarter.
Kesko Oyj (OTCPK:KKOYF) Q4 2024 Earnings Call Transcript February 5, 2025 2:00 AM ET Company Participants Hanna Jaakkola - Vice President of Investor Relations Jorma Rauhala - President, CEO Sami Kiiski - President of Building & Technical Trade Division Anu Hamalainen - Executive VP, CFO Ari Akseli - President of Grocery Trade Johanna Ali - President of the Car Trade Division Conference Call Participants Maria Wikström - SEB Enskilda Magnus Råman - Kepler Cheuvreux Miika Ihamaki - DNB Markets Rob Joyce - BNP Paribas Exane Arttu Heikura - Inderes Hanna Jaakkola Dear all warmly, welcome virtual to Helsinki and thank you for turning in for Kesko's Q4 and Full Year 2024 Release Call. Today's headline is a Year-End Turnaround, Quarter Result Up for the First Time in Eight Quarters.
Kesko Oyj (OTCPK:KKOYF) Q3 2024 Earnings Conference Call October 30, 2024 3:00 AM ET Company Participants Hanna Jaakkola - Vice President of Investor Relations Jorma Rauhala - President, CEO Ari Akseli - President of Grocery Trade Sami Kiiski - President of Building & Technical Trade Division Anu Hamalainen - Executive VP, CFO Johanna Ali - President of the Car Trade Division Conference Call Participants Maria Wikström - SEB Enskilda Svante Krokfors - Nordea Calle Loikkanen - Danske Bank Miika Ihamaki - DNB Markets Rob Joyce - BNP Paribas Exane Fredrik Ivarsson – ABG Sundal Collier Hanna Jaakkola Dear all warmly, welcome virtual to Helsinki. And thank you for turning in for Kesko's Q3 2024 Release Call.
Kesko's strong market position in grocery, building trade, and car trade, combined with generous dividends, makes it an appealing investment despite current challenges. Recent performance shows declines in net sales, operating margin, and EPS, with significant headwinds in the building trade and increased costs from M&A activities. The grocery segment may benefit from new laws allowing higher alcohol content sales, potentially boosting revenue by millions annually.
Kesko Oyj (OTCPK:KKOYF) Q2 2024 Results Conference Call July 23, 2024 2:00 AM ET Company Participants Hanna Jaakkola - Vice President of Investor Relations Jorma Rauhala - President, CEO Ari Akseli - President of Grocery Trade Sami Kiiski - President of Building & Technical Trade Division Anu Hamalainen - Executive VP, CFO Johanna Ali - President of the Car Trade Division Conference Call Participants Miika Ihamaki - DNB Markets Anna Schumacher - BNP Paribas Exane Hanna Jaakkola Dear all, warmly welcome virtually to sunny Helsinki, and thank you for tuning in for Kesko's Q2 2024 release call. Our agenda today is the following: CEO and President, Jorma Rauhala, will give first the Q2 presentation.
Despite some volatility in earnings, Kesko has a history of meeting estimates and offers potential for growth and capital appreciation. Kesko is a solid long-term investment with good upside potential, offering a 6% dividend yield and market dominance in Finland. The company operates in groceries, building/trade, and automotive sectors, with a strong presence in food service and Northern Europe.