Essilor Luxottica (ESLOF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everybody, this is Giorgio Ianella from the IR team. Thank you for joining S0 Luxottica Full Year 2025 Results Management Call. The Group Chairman and CEO Francesco Milleri, the Deputy CEO Paul Dusayan, and the CFO Stefano Grassi will walk you through the business and financial highlights of last year. After their presentations, there will be a 30-minute Q&A session. If you want to make a question, please press star followed by five. We kindly ask you to limit your questions to a maximum of two. With that, I hand it over to Francesco. Welcome back, everyone, and thank you for joining us today. I am pleased to reconnect with you and to share where we stand with the execution of our new strategy, which is clearly driving the group business momentum. This is in line with our plans and I believe it will become more and more visible in the near future as the new projects, products and medical services will translate directly into numbers. 2025 marked a year of sharp acceleration for SC Lord Luxottica as we managed our deep transformation from a traditional optical company into a leading medtech and data-driven group. This broader scope now better defines and makes clear our core business, strategic focus, and investment priorities. The new ambition of our group is to shape the future of health and human performance. This evolution represents the key engine behind our faster revenue growth and the driver of the positive progression of our profits. The strong increase of revenue in the fourth quarter reflects the solid performance of our overall business. further reinforced by our clear leadership in wearable and medtech we are confident that this trajectory will continue confirming the strength of our vision and the excellence of our execution Stefano, we walk you th...