CAR Group Limited (CAR) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

go from one point to another point if we look for the environment we believe that this environment still as aftermarket will stay as I see some okay please mute your microphone okay I did it okay perfect Next quarters and the process of the... changing the markets in one body and as well with less players would be something that's a natural goal. If we look for the average growth, we see that in the United States it's not higher than 5% for the players with the biggest growth. In Europe, we see most of the players on the negative or on the zero. intercast is growing on this comparison much more above for half of the year still we have somebody with the non-unmuted microphone and if we look the intercast growth is 11.5 percent for a second quarter, 10.3 for a half a year. Still we see our place to increase our market share. We believe that for the big companies above 1 billion euro we really generate big value. for the customers. If we compare as well to the Western European players, always is the question why we grow much faster and why they not succeeded in Central and Eastern Europe. We are sure that our strategy based on the delivery to the point of fix is the answer. Our market share in the independent garages, fleets and dealers is around 74%. Many players in many countries, this rate is below 50%. The best are around 60%. If we look for Polish distributors, they have spot business around 50% to the Western markets, which means that even if they sell a lot on the Polish markets to the garages, On the end, the stake is limited. We see that our long term growth and market consolidation is effective in comparison to the merger and the acquisition. We see our strategy is valid and it's not only valid for the customers which understand this concept, because if you uh...