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Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Ozon
Ozon (OZON) investor relations material
Ozon has been delisted
Ozon Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary28 Apr, 2026
Executive summary
Achieved net profit for the fourth consecutive quarter, with strong revenue and EBITDA growth year-over-year.
Maintained leadership in Russian e-commerce with a 27% market share and continued expansion in fintech.
GMV grew 36% year-over-year to ₽1,135.4bn in Q1 2026, with record quarterly EBITDA margin of 4.3% of GMV.
Revenue increased 49% year-over-year to ₽300.9bn, driven by services and interest income.
Net profit reached ₽4.5bn in Q1 2026, compared to a loss of ₽7.9bn in Q1 2025.
Financial highlights
Group revenue for Q1 2026 reached ₽300.9bn, up 49% year-over-year.
Gross profit rose 45% year-over-year to ₽68.2bn, with a gross margin of 6.0%.
Adjusted EBITDA increased by 50% to ₽48.8bn, margin at 4.3%.
Operating cash flow surged 271% to ₽120.5bn, mainly from working capital improvements and EBITDA growth.
Service revenue grew 55% to ₽185.6bn; product sales up 27% to ₽75.2bn; interest income up 74% to ₽40.1bn.
Outlook and guidance
GMV growth for 2026 expected at 25–30% year-over-year.
Targeting adjusted EBITDA of ~₽200bn and net profit for the full year.
Plans to pay ~₽30bn in dividends in 2026; dividend of ₽70 per share recommended, AGM scheduled for May 15, 2026.
Explain the 2.5 p.p. drop in Fintech NIM
Impact of CFO transition on business strategy
Drivers of the 83% order growth vs 36% GMV
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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