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CCC (CCC) investor relations material
CCC Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Financial outlook and guidance
FY2025 revenue is expected at PLN 10.9 billion, revised down from PLN 11.3 billion, with EBITDA guidance at PLN 1.43–1.47 billion, both below previous estimates due to a weaker Q4 2025.
Q4 2025 revenue was PLN 0.5 billion below plan, mainly from underperformance in retail, e-commerce, and wholesale.
Gross margin dropped by 3.5–3.7 percentage points, mainly due to inventory write-downs and increased promotional activity.
Q4 2025 EBITDA is expected at PLN 180–220 million, significantly below the earlier projection of PLN 0.5 billion.
No official forecast for 2026 is being published, but management expects higher selling area, better purchasing conditions, and improved margins.
Business performance and segment analysis
Retail like-for-like sales were negative at -1.9%, with e-commerce revenue down 23–24% due to a strategic shift toward own and licensed products.
HalfPrice sales grew 29% YoY to PLN 729 million, with a strong gross margin of 51.5% and EBITDA margin above 18%.
Modivo’s revenue fell 24%, with a flat gross margin but negative Q4 EBITDA margin; full-year EBITDA margin was 8%.
CCC omnichannel revenue was PLN 1.03 billion, with a gross margin of 59% and EBITDA margin over 14%.
Conversion rates improved, with CCC at 15% and HalfPrice nearing 20%.
Inventory and cost management
Inventory per square meter decreased by 24%, reflecting improved inventory management.
Inventory is up 3% year-on-year nominally, but down 3% quarter-on-quarter; 40% of spring/summer collection already delivered.
Payment terms with suppliers are being extended, and trade finance is increasingly used for purchases.
Reverse factoring limits are around PLN 2 billion, with 65% utilization.
Sales and administrative costs are PLN 80 million lower than previously assumed.
- TimeTickerHeadlineOpen
- VCTR
Record ETF growth, 53% margin, and Amundi deal expanded assets and global reach. - VCTR
Record $301.6Bn assets, 50.8% EBITDA margin, and $500MM buyback highlight strong performance. - GENI
$1.2B acquisition creates a digital sports and gaming media powerhouse with strong growth outlook. - ABX
Record earnings, strong cash flow, and a North America gold IPO drive 2025 performance. - VOD
Q3 service revenue up 5.4%, EBITDAaL up 2.3%, tracking upper-end FY26 guidance and dividend growth. - CEVI
Strong Q4 and 2025 growth, higher dividend, and robust innovation pipeline. - QIGD
Revenue up 20% year-over-year, net profit up 1%, EBITDA down 3%, marine services declined. - QIGD
Revenue up 18% but net profit down 15% as higher costs and dividends reduced margins. - MAGN
Q1 net sales up 13% and adjusted EBITDA up 11%, with 2026 guidance reaffirmed. - FABG
Rental income rose, but property value declines led to a net loss despite strong financing.
Next CCC earnings date
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