Ambra (AMB) Q3 25/26 earnings summary

Executive summary

• Sales volume increased by 3.8% and net sales revenue rose by 4.6% year-over-year in Q3 2025/2026, with strong performance in sparkling wines and non-alcoholic beverages, but weaker cider and vermouth sales.

• Organic revenue growth in Poland was 5.7%, while Czech and Slovak markets saw a 24.3% increase in local currency; Romania experienced a 13.8% decline due to weaker consumer sentiment.

• Acquisition of 51% of Old Polish Vodka Sp. z o.o. in January 2026 strengthened the premium alcohol segment.

Financial highlights

• Net sales revenue for Q3 2025/2026 was PLN 157.5 million, up 4.6% year-over-year.

• EBIT for the quarter was negative PLN 3.8 million, a decrease of PLN 1.9 million year-over-year.

• Net loss attributable to majority shareholders was PLN 6.0 million, 18.9% lower than the prior year’s Q3 loss.

• Cumulative EBIT for the first three quarters reached PLN 79.3 million, up 4.4% year-over-year; cumulative net profit attributable to majority shareholders was PLN 43.0 million, up 11.4%.

• Operating cash flow in Q3 was PLN 118.6 million, up from PLN 88.3 million a year earlier.

Outlook and guidance

• Future results are expected to be influenced by changes in wine and premium alcohol consumption and consumer confidence.

• Rising real household incomes may support demand, but ongoing cost pressures and declining alcohol consumption in some categories could limit growth.