Replay available

Aston Martin Lagonda Global Holdings plc (AML) Q2 2025 Earnings Call

Aston Martin Lagonda Global Holdings plc (LSE: AML) Q2 2025 earnings conference call, held 2025-07-30. Replay captured from the company's public earnings webcast.

Wed, July 30, 2025 at 3:00 AMendedReplay
Aston Martin Lagonda Global Holdings plc (AML) Q2 2025 Earnings Call

Hosted by

Featured presenters

Adrian Hallmark

Chief Executive Officer

Doug Lafferty

Chief Financial Officer

James Arnold

Head of Investor Relations

Harry Martin

Analyst, Bernstein

Patrick Hacker

Analyst, J.P. Morgan

Horst Schneider

Analyst, Bank of America

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Replay transcript excerpt

WEBVTT 00:00:00.503 -- 00:00:04.613 Good morning, everyone, and thank you for joining us today for Aston Martin's Half One 00:00:04.613 -- 00:00:07.039 2025 results. 00:00:07.039 -- 00:00:12.171 It's a pleasure to be here alongside Doug Lafferty, CFO, and James Arnold, 00:00:12.171 -- 00:00:14.560 Head of Investor Relations. 00:00:14.560 -- 00:00:18.704 Before Doug takes you through the financial performance in detail, I'm going to provide 00:00:18.704 -- 00:00:23.889 a summary of our key achievements and areas of focus during the first half 00:00:23.889 -- 00:00:28.914 as we prepare for a planned increase in volumes which will drive enhanced financial 00:00:28.914 -- 00:00:32.716 performance in the second half of 2025. 00:00:32.979 -- 00:00:37.783 This includes the expected delivery of positive free cash flow generation in the second 00:00:37.783 -- 00:00:44.708 half and a 2025 adjusted EBIT improving towards breakeven. 00:00:45.273 -- 00:00:49.097 As we outlined at the 2024 results, 00:00:49.097 -- 00:00:54.203 following an intense period of product development, our focus has shifted from pure 00:00:54.203 -- 00:00:59.649 volume orientation to value-driven growth in order to create a sustainably 00:00:59.649 -- 00:01:05.056 profitable business model. And I'm delighted to report that we're progressing well 00:01:05.056 -- 00:01:09.961 with our operational and cost transformation program, details of which I'll share with 00:01:09.961 -- 00:01:11.868 you shortly. 00:01:11.868 -- 00:01:17.316 Our first half performance, as guided, reflected our disciplined approach to production 00:01:17.316 -- 00:01:18.978 and deliveries. 00:01:18.978 -- 00:01:24.926 This resulted in retail volumes outpacing our wholesale volume by over 40%, 00:01:24.926 -- 00:01:30.474 as we seek to ...