Poland’s largest manufacturer of household
appliances presents the tangible results of the measures taken to optimise
business processes, which have led to a significant increase in operational
efficiency; consequently, for yet another quarter, the Amica Group has
demonstrated its ability to generate profits despite the prolonged downturn in
the European durable goods market. The long-term value-building strategy, ‘Back
to Profitability’, is implemented step by step.
The
Amica Group (WSE: AMC) recorded sales revenue of PLN 1,785.5 million for the
period January–September 2025, which can be regarded as a good result on a
year-on-year basis (−6%), given the complete phase-out of sales on the Russian
market, the sale of certain non-core assets, the strengthening of the PLN and,
above all, the difficult situation on the European household appliances market.
The Polish market accounted for 34% of revenue from the sale of products and
goods, showing positive growth (+4% year-on-year). The Western region,
including Scandinavia, accounted for 51% of sales, recording a 7% year-on-year
decline. Other markets saw a 10% year-on-year decrease in sales value,
accounting for 15% of revenue. The Amica Group’s EBITDA for the first three
quarters of 2025 rose by 33% year-on-year to PLN 91.1 million, and operating
profit by 81.4% to PLN 44.8 million. As a result, the EBITDA margin rose by 150
basis points to 5.1%, and the operating margin by 120 basis points to 2.5%.
This allowed for an increase in gross profit from PLN −1.0 million a year ago
to PLN 19.0 million currently (+PLN 20.0 million), and the Amica Group also
generated a net profit of PLN 9.2 million, compared with a net loss of PLN 5.9
million a year ago.
‘We have had a very good third quarter, which
continued the positive trends of the first half of the year. We are all the
more pleased with these results given that we continue to incur fixed costs
associated with the partially unused production capacity at our factory in
Wronki. We are in a strong financial position; as at the end of September,
after paying out over PLN 15 million in dividends and incurring current capex,
we had PLN 129.2 million in cash, and our net debt-to-EBITDA ratio fell below
one, which is a safe, low figure, providing plenty of scope for potential
investments and further business expansion’, says
Michał Rakowski, Amica Group’s Vice-President for Finance.
As part of
its long-term ‘Back to Profitability’ strategy, unveiled last September, the
Amica Group aims to achieve annual sales growth of over 7% from 2030 onwards,
with an expected EBITDA margin of 5% in 2027 and 7% from 2030 onwards. The goal
is also to increase the RONA (return on net assets) ratio to 14% by 2027 and to
exceed 17% from 2030 onwards. The company intends to maintain its net
debt-to-EBITDA ratio below 2 and to increase its gross margin on product sales
to 25% by 2027 and to 28% from 2030 onwards.
According
to its new strategy, Amica aims to offer durable and reliable household
appliances with top-quality service to make consumers’ everyday lives easier,
and to respect local traditions and the heritage of strong local brands (Amica,
Fagor, Gram, Hansa, CDA). The Amica Group’s vision is to become the most
recommended brand of heating equipment in key European markets. The company
intends to focus on sales in European countries, and plans to drive sales
growth in individual geographical markets through sales and marketing
strategies tailored to specific regions. Amica has developed a product and
post-purchase experience strategy to significantly enhance its standing among
European consumers, and has also identified the product, operational, and
financial factors through which it intends to become the preferred B2B partner.
The company
places emphasis on quality in the broadest sense, consumer satisfaction and
production efficiency, assuming that production volumes at the heating
equipment factory in Wronki are to increase by approximately 65% compared with
the level in autumn 2024. Issues relating to HR and organisational culture,
such as engagement, support, and attracting and developing talent, also
represent a strategic pillar.
The Amica
Group also implements its ESG strategy, ‘Action for Climate’, which was
unveiled in December 2022 and sets out social and governance targets for 2025
and 2030, as well as environmental targets for 2040 and 2050. In January 2024,
Amica improved production efficiency by commissioning a combined heat and power
(CHP) system (simultaneous production of heat and electricity). Amica Energia,
a special purpose vehicle registered in April last year, is primarily focused
on developing photovoltaic systems. Over the next two years, the company
intends to secure land by way of lease and obtain the necessary administrative
approvals for a solar farm with a capacity of at least 30MWp. Thanks to these
measures, Amica already meets part of its own electricity demand.