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emeis Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU earnings summary18 Feb, 2026
Executive summary
2025 marked a turning point with strong operational recovery, exceeding guidance for the second consecutive year, and clear evidence of improved satisfaction and quality indicators, including a 93.5% satisfaction rate and NPS of 41.
Significant structural progress was made in divestment, debt reduction, and financial sustainability, with net debt (pro forma) down €1 billion and leverage ratio improved from 19.5x to 10.0x.
Major disposals and refinancing initiatives led to a strengthened balance sheet and operational turnaround.
Financial highlights
Organic revenue grew 6.1% year-over-year to €5,895 million, driven by price effect, occupancy gains, and new facilities, with nursing homes and international operations leading.
EBITDAR rose 19.2% at constant perimeter, EBITDA (excl. IFRS 16) increased 56.5%, and free cash flow turned positive at €342 million.
Net operating cash flow rose to €185 million from €15 million last year.
Net debt (pro forma Isemia) reduced by €1 billion to €3.77 billion; leverage ratio improved to 10.0x.
Disposals since mid-2022 totaled €2.45 billion, exceeding the €1.5 billion target.
Outlook and guidance
Midterm guidance confirmed: EBITDAR CAGR of 12%-16% and revenue CAGR of 4%-5% (2024-2028) at constant perimeter.
2026 EBITDAR expected to grow at least 10% like-for-like.
Continued focus on operational improvement, cost optimization, and maintaining positive price-cost spread.
OpEx savings plan beyond H2 2025
Isemia's long-term strategy post-partnership
Adjustments to 2026 EBITDA guidance from OpCo sales
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Latest events from emeis
- 2024 results beat guidance with strong margin recovery and €916m in asset disposals.EMEIS
Q4 2024 TU29 Dec 2025 - EBITDAR and EBITDA exceeded guidance as revenue, margins, and occupancy improved in 2024.EMEISH2 202425 Dec 2025
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- Organic sales up 6.2% and occupancy rates rise, supporting robust 2025 EBITDAR outlook.EMEISQ1 202525 Nov 2025
- Strong organic growth, margin expansion, and disposals drive robust recovery and outlook.EMEISH1 20253 Oct 2025
- Revenue and margins surged, disposals and leverage reduction exceeded targets.EMEISQ2 2025 TU1 Aug 2025
- Revenue up 9.2%, net loss narrows, and debt falls as recovery and disposals accelerate.EMEISH1 202413 Jun 2025
- Revenue up 9.2% in H1 2024, but EBITDAR outlook cut amid slow French recovery.EMEISQ2 2024 TU13 Jun 2025
Next emeis earnings date
H2 20258 Apr, 2026
emeis
Next emeis earnings date
H2 20258 Apr, 2026
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