Financial Calendar - Scandinavian Tobacco Group A/S has announced its financial calendar for 2026, which includes the following key dates: - Full-year 2025 Annual Report on March 4, 2026 - Annual General Meeting on April 15, 2026 - Interim report Q1 2026 on May 20, 2026 - Half-year report 2026 on August 26, 2026 - Interim report Q3 2026 on November 11, 2026 [2]

Core Viewpoint - The article emphasizes the importance of enabling Javascript and cookies in browsers to prevent access issues, particularly when ad-blockers are enabled [1] Group 1 - The article suggests that users may face restrictions if they have ad-blockers enabled, indicating a need for adjustments in browser settings to ensure smooth access [1]

Core Insights - The event is the Scandinavian Tobacco Group's Capital Markets Day 2025, focusing on the company's new strategy, "Focus 2030" [2][3] Group 1: Event Overview - The event is live-streamed and recorded, allowing for future access to the presentation and discussions [2] - The agenda includes a presentation by the CEO, Niels Frederiksen, who will discuss the highlights of the new strategy and reflections on the past five years [3] Group 2: Strategic Focus - The new strategy, "Focus 2030," will be unveiled, building on the uniqueness of the company discussed in the previous Capital Markets Day in 2023 [2] - Régis Broersma, the Chief Commercial Officer, will elaborate on the strategic priorities for the next five years [3]

Core Insights - Scandinavian Tobacco Group A/S announced its financial ambitions and revised shareholder return policy ahead of the Capital Markets Day scheduled for November 19, 2025 [2]. Group 1 - The company is preparing to present its financial goals and updated strategies for returning value to shareholders [2]. - The announcement is part of the lead-up to the Capital Markets Day, indicating a focus on investor relations and communication [2][3].

Core Insights - Scandinavian Tobacco Group A/S reported third quarter 2025 results with net sales of DKK 2.4 billion, showing organic net sales in line with the previous year [1][6] - The company narrowed its full-year expectations due to increased visibility and the impact of USD developments [6][7] Financial Performance - Reported net sales decreased by 3.0% compared to the previous year, while organic net sales growth was slightly up by 0.3% [6] - EBITDA before special items was DKK 519 million, with an EBITDA margin of 22.0%, down from 23.4% last year [1][6] - Free cash flow before acquisitions was DKK 173 million for the third quarter and improved to DKK 448 million for the first nine months [1][3][6] - Adjusted EPS for the third quarter was DKK 3.4, down from DKK 4.1 last year [1][6] Market Trends - Organic growth was positive in Handmade Cigars and Next Generation Products, while Machine-Rolled Cigars and Smoking Tobacco experienced negative organic growth [2] - The decline rate in handmade cigars shows early signs of stabilizing [2] - The EBITDA margin for the first nine months of the year was 19.9%, reflecting a decline due to product and market mix and investments in market share stabilization [3] Strategic Outlook - CEO Niels Frederiksen noted early signs of stable sales but continued margin compression due to market and product mix [5] - A new five-year strategy will be launched on 20 November 2025, aimed at creating meaningful value for stakeholders [5][9]

Group 1 - Mark Draper, an employee-elected member of the Board of Directors, will resign from his position at Scandinavian Tobacco Group A/S on 31 October 2025 [2] - Hanne Malling, the Trademark Manager, will replace Mark Draper on the Board of Directors starting 1 November 2025 for the remainder of the current term, which lasts until the annual general meeting in 2027 [2]

Core Insights - Scandinavian Tobacco Group A/S published its interim report for the period of April 1 to June 30, 2025, on August 27, 2025 [1]. Company Information - The interim report and related company announcements are accessible on the Scandinavian Tobacco Group's investor relations website [1]. - Contact information for the Investor Relations team includes Torben Sand, Director of IR & Communication, and Eliza Dabbagh, IR & Communications [2].

Core Viewpoint - Scandinavian Tobacco Group A/S reported a decline in net sales and EBITDA margin for the second quarter of 2025, while reaffirming its full-year expectations despite challenging market conditions [1][5][8]. Financial Performance - Reported net sales for Q2 2025 were DKK 2.4 billion, reflecting an organic net sales growth of -4% [1][7]. - EBITDA before special items was DKK 499 million, with an EBITDA margin of 21.1%, down from 24.5% in the previous year [1][7]. - Free cash flow before acquisitions was DKK 119 million, compared to DKK 177 million in the same quarter last year [7]. - Adjusted EPS for Q2 2025 was DKK 3.3, down from DKK 4.1 year-on-year [7]. Market Dynamics - The addition of the Mac Baren business positively impacted reported net sales, while exchange rate fluctuations had a negative effect [2]. - Organic net sales growth was flat when excluding the discontinuation of ZYN distribution in the US, which contributed to a -3% decline [2]. - The product categories Handmade Cigars and Machine-Rolled Cigars & Smoking Tobacco showed recovery, and the nicotine pouch brand XQS continued to deliver double-digit growth [2]. Strategic Outlook - The EBITDA margin for the first half of 2025 was 18.8%, down from 21.2% in the previous year, influenced by product mix, market conditions, and investments to regain market share [3][5]. - The company aims to deliver free cash flow of DKK 800-1,000 million before acquisitions for the full year [5]. - The financial expectations for the full year 2025 remain unchanged, with reported net sales projected between DKK 9.1-9.5 billion and an EBITDA margin of 18-22% [8].

Group 1 - Scandinavian Tobacco Group A/S published its interim report for the period of January 1 to March 31, 2025 [1] - The Annual Report and company announcement related to the published reports are accessible on the company's investor relations website [1] Group 2 - Contact information for the Director of IR & Communication and another IR representative is provided for further inquiries [2]

Core Insights - Scandinavian Tobacco Group reported a 1.3% increase in net sales for Q1 2025, reaching DKK 2.0 billion, but experienced a negative organic net sales growth of 8.8% [1][7] - The company adjusted its full-year 2025 expectations due to increased tariffs and a weaker U.S. dollar, projecting reported net sales between DKK 9.1 billion and DKK 9.5 billion [5][10] Financial Performance - EBITDA before special items decreased by 5.3% to DKK 317 million, with an EBITDA margin of 16.1%, down from 17.2% in the previous year [1][7] - Free cash flow before acquisitions was DKK 156 million, a significant improvement from DKK -126 million in the same quarter last year [7] - Adjusted EPS for Q1 2025 was DKK 1.5, down from DKK 1.8 [7] Market Dynamics - The growth in reported net sales was primarily driven by the acquisition of the Mac Baren business and strong performance in the XQS nicotine pouch brand [2] - Organic net sales decline was attributed to reduced consumption of handmade cigars in the U.S. and the discontinuation of online ZYN distribution [2] - The U.S. market constitutes approximately 45% of the Group's net sales, and the depreciation of the U.S. dollar has negatively impacted reported figures [6] Adjusted Expectations - The full-year EBITDA margin expectation has been revised to a range of 18-22%, down from 20-23% [8][10] - Free cash flow for the full year is now projected at DKK 0.8-1.0 billion, narrowed from DKK 0.8-1.1 billion [9][10] - Adjusted EPS expectations have been revised downward to a range of DKK 10-13 per share [10] Strategic Focus - The company aims to protect market shares and cash flow amidst increased uncertainty in consumer sentiment and retailer inventory decisions [5][11] - Ongoing integration of Mac Baren and development of updated strategies are highlighted as key priorities [11]