Replay available

Humble Group AB (publ) (HUMBLE) Q2 2025 Earnings Call

Humble Group AB (publ) (STO: HUMBLE) Q2 2025 earnings conference call, held 2025-07-18. Replay captured from the company's public earnings webcast.

Fri, July 18, 2025 at 3:30 AMendedReplay
Humble Group AB (publ) (HUMBLE) Q2 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:03.959 doubled their adjusted EBITDA for the quarter, while 00:00:03.959 -- 00:00:06.841 we had some negative 00:00:06.866 -- 00:00:11.415 impact in the sustainable care segment, mainly due to the headwinds in the UK segment, 00:00:11.415 -- 00:00:14.157 as mentioned before. 00:00:14.290 -- 00:00:17.395 Yes, and let's talk a bit about future snacking. 00:00:17.395 -- 00:00:19.318 I mean, I think it's really rewarding to see. 00:00:19.318 -- 00:00:22.884 We've been talking about it for a couple of years now that we are investing. 00:00:22.884 -- 00:00:27.992 We have a really strong demand, more than 3,000 tons of candy that we can't deliver 00:00:27.992 -- 00:00:32.580 upon because the demand is so high. But we can clearly see here that the investments 00:00:32.580 -- 00:00:37.668 that we have been made in our facilities to scale up here is actually reaping some really 00:00:37.668 -- 00:00:42.776 good profitability. Increase of net sales of 22% and gross 00:00:42.776 -- 00:00:47.845 profit of 28%. And also, we can also see the operating leverage here 00:00:47.845 -- 00:00:53.214 with the beta up 98%. And mind you all, this is despite increasing some investments 00:00:53.214 -- 00:00:57.961 significantly into personnel, marketing, and sales in our growth brands. 00:00:57.961 -- 00:01:01.848 And despite that, we're making money on them, which I think is quite hard to do in FMCD 00:01:01.848 -- 00:01:07.075 when you conquer new markets. Pandian Trueco still remains very strong, 00:01:07.075 -- 00:01:12.140 ending on a strong first six months for the year, and we expect to continue to grow 00:01:12.140 -- 00:01:17.206 them for the last part of the year. Arena Confectionary, our manufacturers, we see some 00:01:17.206 -- 00:01:22.351 really ta...