Logista's diversification strategy and acquisitions in sectors like pharmaceuticals could drive future revenue growth and strengthen its market position. The company maintains effective management of tobacco-related factors and a robust dividend policy that suggest stable shareholder returns despite external economic challenges.
Cyborg Score Rationale
2025 revenue reached €13.54 billion, up 4.24% YoY, demonstrating steady growth. However, net profit fell 9% to €281 million with EPS declining to €2.30 from €2.34 in 2024, and declining tobacco volumes, particularly in France (-9%) present structural headwinds.
Top Insights
Free cash flow more than doubled to €483 million from €225 million in 2024, indicating strong operational cash generation
For 2026, management forecasts adjusted EBIT to grow at a mid-single-digit rate while exploring acquisitions in pharmaceuticals
Logista underperformed the Spanish Logistics industry and broader Spanish market over the past year
Geographic revenue distribution shows reliance on Spain/Portugal (37.1%), Italy (34%), and France (28.9%)
Named Competitors
DPD — Parcel and courier distribution network
DHL — Global logistics and distribution services
Kuehne+Nagel — European freight and logistics services
Groupe Bertrand Pellerin — European tobacco and convenience distribution
Recent Developments
(February 2026) Q4 2025 results show €1.8B revenue (+3% YoY) with net profit decline of 9% amid tobacco market pressures
(November 2025) CEO Meiras confirmed commitment to sustainability and mid-single-digit EBIT growth for 2026, with pharmaceutical acquisition focus
(2025) Revenue reached €13.54B (+4.24% YoY) with diversification into pharma offsetting tobacco decline
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