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Samsonite Group S.A. (SMSEY) Q3 2025 Earnings Call Transcript

Samsonite Group S.A. (OTCPK:SMSEY) Q3 2025 Earnings Call November 12, 2025 9:00 AM EST Company Participants William Yue - Vice President of Investor Relations Kyle Gendreau - CEO & Executive Director Reza Taleghani - CFO, Executive VP & Treasurer Conference Call Participants Erwan Rambourg - HSBC Global Investment Research Chris Gao - CLSA Limited, Research Division Kin Shun Ling - Jefferies LLC, Research Division Presentation Operator Good morning, good afternoon and good evening, ladies and gentlemen.

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Samsonite Group S.A. Announces Results for the Three Months and Nine Months Ended September 30, 2025

For the third quarter ended September 30, 2025: Consolidated net sales were US$872.7 million, a decrease of 0.6% (-1.3% on a constant currency basis(1)), a sequential improvement relative to a net sales decrease of 4.8% (-5.8% on a constant currency basis(1)) in the second quarter of 2025, period-over-period Achieved gross profit margin of 59.6% and adjusted EBITDA margin(2) of 16.3% For the nine months ended September 30, 2025: Consolidated net sales were US$2,534.3 million, a decrease of 4.2% (-3.9% on a constant currency basis(1)) period-over-period Delivered gross profit margin of 59.3% and adjusted EBITDA margin(2) of 16.2% MANSFIELD, Mass. and HONG KONG , Nov. 12, 2025 /PRNewswire/ -- Samsonite Group S.A.

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SAMSONITE GROUP S.A. ANNOUNCES DEBT REFINANCING TO EXTEND DEBT MATURITIES PRICES SENIOR NOTES DUE 2033 AND NEW TERM LOAN B FACILITY AND COMPLETES SYNDICATION OF NEW SENIOR CREDIT FACILITIES

MANSFIELD, Mass. and HONG KONG , Nov. 3, 2025 /PRNewswire/ -- Samsonite Group S.A.

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Samsonite Group S.A. (SMSOF) Q2 2025 Earnings Call Transcript

Samsonite Group S.A. (OTCPK:SMSOF) Q2 2025 Earnings Conference Call August 13, 2025 8:30 AM ET Company Participants Kyle Francis Gendreau - CEO & Executive Director Reza Taleghani - CFO, Executive VP & Treasurer William Yue - Vice President of Investor Relations Conference Call Participants Akshay Gupta - HSBC Global Investment Research Dustin Wei - Morgan Stanley, Research Division Kai Sheng - Haitong Securities Co., Ltd.

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Samsonite Group S.A. Announces Interim Results for the Six Months Ended June 30, 2025

For the second quarter ended June 30, 2025: Consolidated net sales were US$865.0 million, a decrease of 4.8%, or 5.8% on a constant currency basis 1 , period-over-period, in line with expectations Achieved gross profit margin of 59.0% and adjusted EBITDA margin 2 of 16.3% For the first half ended June 30, 2025: Consolidated net sales were US$1,661.7 million, a decrease of 6.0%, or 5.2% on a constant currency basis1, period-over-period Delivered gross profit margin of 59.2% and adjusted EBITDA margin2 of 16.2% Maintained substantial liquidity3 of US$1.4 billion MANSFIELD, Mass. and HONG KONG , Aug. 13, 2025 /PRNewswire/ -- Samsonite Group S.A.

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SAMSONITE GROUP S A (SMSOF) Q1 2025 Earnings Call Transcript

SAMSONITE GROUP S A (OTCPK:SMSOF) Q1 2025 Earnings Conference Call May 13, 2025 8:30 AM ET Company Participants William Yue - Vice President, Investor Relations Kyle Gendreau - Chief Executive Officer Reza Taleghani - Chief Financial Officer Conference Call Participants Erwan Rambourg - HSBC Dustin Wei - Morgan Stanley Kin Shun Ling - Jefferies William Yue Thank you for taking the time to join Samsonite's First Quarter 2025 Results Presentation. We have our CEO, Kyle Gendreau; and our CFO, Reza Taleghani with us today.

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Samsonite Group S.A. Announces Results for the First Quarter Ended March 31, 2025

Consolidated net sales were US$796.6 million, a decrease of 7.3%, or 4.5% on a constant currency basis1 , period-over-period, in line with our outlook Achieved gross profit margin of 59.4% and adjusted EBITDA margin2 of 16.0% Returned US$42.9 million to shareholders through the repurchase of 16.7 million shares Maintained substantial liquidity3 of US$1.3 billion MANSFIELD, Mass. and HONG KONG , May 13, 2025 /PRNewswire/ -- Samsonite Group S.A.

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Samsonite Group: Negatives Are In The Price

I leave my Buy rating for Samsonite unchanged; its undemanding valuations should have factored in tariff-related headwinds to a large degree. The stock is trading at 7.8 times forward P/E; the upside is more than 50% if the earnings multiple can revert to is historical average. Potential re-rating triggers for the name are a 1Q beat, a new buyback program, and a successful dual-listing.

seekingalpha.com

Samsonite Group S.A. (SMSEY) Q4 2024 Earnings Call Transcript

Samsonite Group S.A. (OTCPK:SMSEY) Q4 2024 Results Conference Call March 13, 2025 8:00 AM ET Company Participants William Yue - Vice President, Investor Relations Kyle Gendreau - Chief Executive Officer Reza Taleghani - Chief Financial Officer Conference Call Participants Erwan Rambourg - HSBC Kai Sheng - Haitong Securities Dustin Wei - Morgan Stanley Operator Good morning, good afternoon, and good evening, ladies and gentlemen.

seekingalpha.com

Samsonite Group S.A. (SMSOF) Q4 2024 Earnings Call Transcript

Samsonite Group S.A. (OTCPK:SMSOF) Q4 2024 Earnings Call March 13, 2025 8:00 AM ET Company Participants William Yue - Vice President, Investor Relations Kyle Gendreau - Chief Executive Officer Reza Taleghani - Chief Financial Officer Conference Call Participants Erwan Rambourg - HSBC Kai Sheng - Haitong Securities Dustin Wei - Morgan Stanley Operator Good morning, good afternoon, and good evening, ladies and gentlemen.

seekingalpha.com

Samsonite: Look Beyond Flagship Brand And Travel Market

I stick to my bullish view for Samsonite International following an evaluation of the outlook for its non-flagship brands and its non-travel related operations. Tumi's premium positioning and geographical expansion in Europe and Asia are expected to boost Samsonite International's revenue and margins. Samsonite's non-travel segment, which offers backpacks and bags, is more profitable than its core travel business selling luggage in terms of gross margin.

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Samsonite International S.A. (SMSOF) Q3 2024 Earnings Conference Call Transcript

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Samsonite International S.A. Announces Results for the Three and Nine Months Ended September 30, 2024

Third quarter 2024 consolidated net sales decreased by 6.8% 1 versus a strong net sales base in prior year period Recorded gross profit margin of 59.3% and Adjusted EBITDA margin 2 of 17.6% for the third quarter of 2024 Generated strong third quarter 2024 Free Cash Flow 3 of US$94.2 million, a year-on-year increase of US$5.4 million Returned a total of US$222.0 million to shareholders through a cash distribution of US$150.0 million and share buybacks of US$72.0 million during the third quarter of 2024 Maintained substantial liquidity 4 of US$1.4 billion and healthy total net leverage ratio 5 at 1.68x as of September 30, 2024 HONG KONG , Nov. 13, 2024 /PRNewswire/ -- Samsonite International S.A. ("Samsonite" or "the Company", together with its consolidated subsidiaries, "the Group"; SEHK stock code: 1910), a leader in the global lifestyle bag industry and the world's best-known and largest travel luggage company, today published its unaudited condensed consolidated financial information for the three and nine months ended September 30, 2024.

seekingalpha.com

Samsonite International: Watch Capital Return, Deleveraging Plans

Samsonite has the intention of completing its $200 million share buyback program before the current year ends. The company's net leverage ratio decreased from 2.15 times a year ago to 1.39 times as of June 30, 2024. I retain a Buy rating for Samsonite, as I have a favorable opinion of the company's initiatives relating to buybacks and debt reduction.

seekingalpha.com

Samsonite International S.A. (SMSOF) Q2 2024 Earnings Call Transcript

Samsonite International S.A. (OTCPK:SMSOF) Q2 2024 Earnings Conference Call August 14, 2024 8:30 AM ET Company Participants William Yue - Senior Director of Investor Relations Kyle Gendreau - Chief Executive Officer Reza Taleghani - Chief Financial Officer Conference Call Participants Carlton Lai - Daiwa Chris Gao - CLSA Anne Ling - Jefferies Dustin Wei - Morgan Stanley Operator Good morning, good afternoon and good evening, ladies and gentlemen.

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Samsonite International S.A. Announces Results for the Six Months Ended June 30, 2024

Consolidated net sales increased by 2.8% 1 compared to a strong first half in 2023 Gross profit margin expanded by 140 basis points year-on-year to 60.2% and Adjusted EBITDA margin 2 increased by 10 basis points to 18.9%, both first half records Profit attributable to the equity holders increased by 7.7% (+16.1% constant currency) year-on-year to US$164.3 million Generated strong Free Cash Flow 3 of US$81.6 million, a year-on-year increase of US$18.2 million Total net leverage ratio 4 further improved to 1.39x, the lowest level since the 2016 acquisition of Tumi Company to pursue a dual listing of its shares in the United States HONG KONG , Aug. 14, 2024 /PRNewswire/ -- Samsonite International S.A. ("Samsonite" or "the Company", together with its consolidated subsidiaries, "the Group"; SEHK stock code: 1910), a leader in the global lifestyle bag industry and the world's best-known and largest travel luggage company, today published its unaudited condensed consolidated interim financial information for the six-month period ended June 30, 2024.

seekingalpha.com

Samsonite International: Focus On Valuation Re-Rating Potential

SMSOF's top line growth is expected to accelerate in the remaining quarters of 2024. The proposed dual listing might help to narrow the valuation discount between Samsonite and the company's peers listed outside of Hong Kong. A Buy rating is awarded to Samsonite, considering its potential valuation re-rating driven by financial performance improvement and a dual listing.

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Samsonite International S.A. Announces Results for the Three Month Period Ended March 31, 2024

First quarter 2024 consolidated net sales increased by 4.1% 1 year-on-year driven by growth in Asia Continued expansion in gross profit margin and Adjusted EBITDA margin 2 during the three months ended March 31, 2024 Continued balance sheet deleveraging, driven by strong profit growth and Free Cash Flow 3 with net leverage ratio 4 at lowest level since 2016 acquisition of Tumi HONG KONG , May 14, 2024 /PRNewswire/ -- Samsonite International S.A. ("Samsonite" or "the Company", together with its consolidated subsidiaries, "the Group"; SEHK stock code: 1910), a leader in the global lifestyle bag industry and the world's best-known and largest travel luggage company, today published its unaudited consolidated financial results for the three-month period ended March 31, 2024.

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