Logista shares drop on reduced FY25 EBIT guidance

Published 06/02/2025, 11:46
© Reuters.

Investing.com -- Shares of Logista (BME:LOG) Integral SA (BME:LOG) fell 2.5% following the announcement of the company’s first quarter results and a reduction in its fiscal year 2025 adjusted EBIT guidance.

The logistics firm cited challenges facing its Transportes El Mosca business as the primary cause for the revision, moving from a mid-single-digit growth forecast to a projection of flat growth.

The company’s FY24 adjusted EBIT was reported at €385 million, which included around €35 million from inventory gains. Excluding these gains, the adjusted EBIT for FY24 was approximately €350 million. For FY25, Logista is now guiding to a similar adjusted EBIT figure of €350 million, excluding potential inventory gains.

Despite the downward revision, the company anticipates that inventory gains in FY25 could be equal to or exceed those of FY24, supporting analysts’ confidence in maintaining an adjusted EBIT estimate of €385 million for the year.

Analysts at Barclays (LON:BARC) commented on the situation, stating, "Expect slightly higher inventory gains in FY25 vs. FY24. Pressure on transport business due to lower demand."

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