Q1 2024 Results - Investor Presentation slide image

Q1 2024 Results - Investor Presentation

Financial Review - Working Capital and CAPEX The increase in investing activities in Q1 2024 of €(0.8)m, of which €(2.8)m of discretionary capital expenditure, vs. Q1 2023, is mainly related to the increase in the number of openings of new stores, not offset by the decrease in investment in acquisition of subsidiary due to the acquisition of Agatha for €3.0m in Q1 2023. Net Cash Used in investing activities In Єm First Quarter LTM Ended December 2023 2024 Var. m€ Expansion Capital Expenditure (1.2) (3.0) (1.9) 2024 (8.2) Maintenance Capital Expenditure (1.9) (2.3) (0.4) (12.5) Refurbishment Capital Expenditure (2.9) (2.7) 0.2 (12.7) Store Capital Expenditure (5.9) (8.0) (2.1) (33.4) SAP and other projects related to IT (4.3) (4.4) (0.1) (14.4) Other corporate capital expenditure (0.7) (1.2) (0.5) (4.3) Corporate Capital Expenditure (5.1) (5.7) (0.6) (18.7) Change in CAPEX working capital (1.7) (3.0) (1.3) (0.2) Total Capital Expenditure (12.7) (16.7) (4.0) (52.4) Disposal of fixed and intangible assets 0.1 0.2 0.2 0.5 Acquisition of financial assets 0.1 (0.2) (0.4) (1.3) Acquisition of subsidiary, net of cash acquired (3.0) 0.3 3.4 0.5 Net cash used in investing activities (15.6) (16.3) (0.8) (52.6) Net Cash Used in Investing activities showing a €16.3m negative effect in Q1 2024 compared to a negative effect of €15.6m in Q1 2024. The increase of €0.8m is explained by (i) higher number of stores opened in Q1 2024 (9 stores) compared to Q1 2023 (5 stores), (ii) higher investment in maintenance of stores, (iii) the increase in other corporate capital expenditure as well as (iv) the negative effect of change in working capital, not offset by the decrease in acquisition of subsidiary for €3.4m corresponding to the acquisition in Agatha in Q1 2023 for €3.0m compared to the acquisition of Be Maad in Q1 2024 for €0.3m. THOM Q1 2024 Results - Investor presentation March 15, 2024 p.22
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