Ferretti(09638)
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法拉帝(09638) - 2025 Q3 - 电话会议演示
2025-10-23 12:30
Financial Performance Highlights - Revenue increased by 2.5% to €887 million in 9M'25 compared to €865 million in 9M'24 [8, 45] - Order intake increased sharply by 4.6% to €771 million in 9M'25 from €737 million in 9M'24 [8, 33] - Adjusted EBITDA increased by 2.5% to €142 million in 9M'25 compared to €138 million in 9M'24, with a stable EBITDA margin of 16.0% [10, 48] - Net backlog increased by 1.9% year-over-year and 4.5% compared to June 30, 2025, reaching €795 million [9, 29] - Net profit decreased slightly by 1.9% to €61 million in 9M'25 from €62 million in 9M'24 [47] Order Intake Dynamics - Order intake in Q3'25 increased by 36% year-over-year, driven by the European boat show season, reaching approximately €304 million [29, 35] - Made-to-measure yachts accounted for 55% of total order intake in 9M'25, showing a significant increase of 31.9% year-over-year [37, 56] - Order intake from Europe increased significantly by 32.3% in 9M'25 compared to 9M'24 and 89% in Q3'25 compared to Q3'24 [41, 43] Business Operations - The company launched 3 new products in Q3'25, including 2 range expansions and 1 range update [18] - Capex for 9M'25 was approximately €64 million, and the full-year 2025 capex is expected to be below €90 million [50, 56] - Negotiations for potential orders are up 48% year-over-year, reaching approximately €430 million, providing solid visibility ahead of the USA Boat Show season [35, 58] Market Outlook and Guidance - The company confirmed its 2025 annual guidance, with net revenue expected to be between €1,220 million and €1,240 million and adjusted EBITDA between €201 million and €207 million [59]
智通港股投资日志|10月23日





智通财经网· 2025-10-22 16:04
Core Viewpoint - The news provides an overview of the upcoming IPOs, earnings announcements, shareholder meetings, and dividend distributions for various companies listed on the Hong Kong Stock Exchange as of October 23, 2025 [1]. New IPO Activities - Companies currently in the IPO process include: - Baima Tea Industry - Cambridge Technology - Sany Heavy Industry - Dipu Technology - Prada - Lijuz Pharmaceutical [1] Earnings Announcement Dates - Companies scheduled to announce earnings include: - Faraday - Ping An Good Doctor - Longyuan Power - Orient Overseas International - Qingdao Port - China Innovation Investment - Chongqing Machinery and Electric [1] Shareholder Meeting Dates - Companies holding shareholder meetings include: - Datang Power - Andeli Juice - Hongye Futures - Tibet Water Resources - China Anshun Energy [1] Dividend Distribution - Companies with upcoming dividend distributions include: - Hang Seng Bank (ex-dividend date) - Huaxun (dividend payment date) - Wansichang International (dividend payment date) - Zhifeng Industrial Electronics (dividend payment date) - Haitian Flavoring and Food (dividend payment date) - China Shipbuilding Defense (dividend payment date) - Dongfang Xingye Holdings (dividend payment date) - China Resources Mixc Life (dividend payment date) [1][3][4]
法拉帝(09638) - 董事会会议通告
2025-10-10 10:05
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確 性或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因 依賴該等內容而引致的任何損失承擔任何責任。 Ferretti S.p.A. 法拉帝股份有限公司 (根據意大利法律註冊成立為股份有限公司) (股份代號:09638) 董事會會議通告 Ferretti S.p.A.(「本公司」)董事會(「董事會」)謹此宣佈,董事會會議將於2025年 10月23日(星期四)舉行,藉以(其中包括)考慮及批准發佈本公司及其子公司截 至2025年9月30日止九個月未經審核的商業及財務資料最新消息,以及處理任 何其他事務。 承董事會命 Ferretti S.p.A. 法拉帝股份有限公司 執行董事兼行政總裁 Alberto Galassi先生 香港,2025年10月10日 於本公告日期,董事會包括執行董事Alberto Galassi先生及譚寧先生;非執行董事郝慶貴先生、 Piero Ferrari先生、蔣嵐女士及金釗先生;以及獨立非執行董事Stefano Domenicali先生、辛定華 先生及朱奕女士。 ...
法拉帝(09638) - 截至2025年9月30日止月份之股份发行人的证券变动月报表
2025-10-08 08:51
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 本月底法定/註冊股本總額: 備註: 本公司的普通股股份無面值。 FF301 | 截至月份: | 2025年9月30日 | 狀態: | 新提交 | | --- | --- | --- | --- | | 致:香港交易及結算所有限公司 | | | | | 公司名稱: | 法拉帝股份有限公司 | | | | 呈交日期: | 2025年10月8日 | | | I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09638 | 說明 | | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | 上月底結存 | | | 338,482,654 | | | | | 增加 / 減少 (-) | | | 0 | | | | | 本月底結存 | | | 338,482,654 | | | | 第 3 頁 共 10 頁 v ...
法拉帝(09638) - 截至2025年8月31日止月份之股份发行人的证券变动月报表
2025-09-01 08:35
| 截至月份: | 2025年8月31日 | 狀態: 新提交 | | --- | --- | --- | | 致:香港交易及結算所有限公司 | | | | 公司名稱: | 法拉帝股份有限公司 | | | 呈交日期: | 2025年9月1日 | | | I. 法定/註冊股本變動 | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09638 | 說明 | | | | | | | 法定/註冊股份數目 | | 面值 | 法定/註冊股本 | | 上月底結存 | | | 338,482,654 | | | | 增加 / 減少 (-) | | | 0 | | | | 本月底結存 | | | 338,482,654 | | | 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 本月底法定/註冊股本總額: 備註: 本公司的普通股股份無面值。 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或 ...
法拉帝:金钊获委任为非执行董事
Zhi Tong Cai Jing· 2025-08-29 12:17
Group 1 - Mr. Jiang Kui has resigned as a non-executive director and will no longer serve as the chairman of the board, effective from August 29, 2025 [1] - Mr. Hao Qinggui has been appointed as the new chairman, effective from August 29, 2025 [1] - Mr. Jin Zhao has been appointed as a non-executive director, effective from August 29, 2025 [1]
法拉帝(09638):金钊获委任为非执行董事
智通财经网· 2025-08-29 11:04
Group 1 - The company announced the resignation of Mr. Jiang Kui as a non-executive director due to age reasons, effective from August 29, 2025 [1] - Mr. Hao Qinggui has been appointed as the new chairman, effective from August 29, 2025 [1] - Mr. Jin Zhao has been appointed as a non-executive director, effective from August 29, 2025 [1]
法拉帝(09638.HK):郝庆贵获调任为主席
Ge Long Hui· 2025-08-29 11:00
Group 1 - The company announced that Jiang Kui has resigned as a non-executive director due to age reasons and will no longer serve as the chairman of the board, effective from August 29, 2025 [1] - Hao Qinggui has been appointed as the new chairman, effective from August 29, 2025 [1] - Jiang Kui also stepped down from his roles in the board's nomination committee, strategy committee, and environmental, social, and governance committee, effective from the same date [1]
法拉帝(09638) - 董事名单与其角色和职能
2025-08-29 10:49
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確 性或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因 依賴該等內容而引致的任何損失承擔任何責任。 (根據意大利法律註冊成立為股份有限公司) (股份代號:09638) 董事名單與其角色和職能 Ferretti S.p.A.董事會(「董事會」)成員載列如下。 非執行董事、主席 郝慶貴先生 非執行董事、榮譽主席 Piero Ferrari先生 執行董事 Ferretti S.p.A. 法拉帝股份有限公司 | | 委員會 | | | | 環境、社會及 | | | --- | --- | --- | --- | --- | --- | --- | | 董事 | | 審核委員會 | 提名委員會 | 薪酬委員會 | 管治委員會 | 策略委員會 | | 郝慶貴先生 | | | C | | C | C | | Piero Ferrari先生 | | | | M | M | M | | Alberto Galassi先生 | | | M | | M | M | | 譚寧先生 | | | | M | M | M | | 蔣 ...
法拉帝(09638) - (1) 主席兼非执行董事辞任;(2) 主席及替任授权代表变更;(3) 委任...
2025-08-29 10:46
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確 性或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因 依賴該等內容而引致的任何損失承擔任何責任。 Ferretti S.p.A. 法拉帝股份有限公司 (根據意大利法律註冊成立為股份有限公司) (股份代號:09638) (1) 主席兼非執行董事辭任; (2) 主席及替任授權代表變更; (3) 委任非執行董事及董事委員會組成變更 主席兼非執行董事辭任 Ferretti S.p.A.(「本公司」)董事(「董事」)會(「董事會」)謹此宣佈,江奎先生(「江 先生」)因年齡原因已提呈辭任非執行董事,並不再擔任董事會主席,以及董事 會提名委員會(「提名委員會」)、董事會策略委員會(「策略委員會」)及董事會 環境、社會及管治委員會(「環境、社會及管治委員會」)各自的成員及主席,自 2025年8月29日起生效。 江先生確認,彼與本公司及董事會並無任何意見分歧,且概無任何其他與彼辭 任相關的事宜需敦請聯交所及本公司股東(「股東」)垂注。 在擔任董事會主席期間,江先生盡職履行其職務、對本公司的高質量及可持續 發展作出超凡貢 ...