Coca-Cola Içecek Anonim Sirketi (CCOLA) Earnings Call Transcripts

Coca-Cola Içecek Anonim Sirketi's Latest Earnings Call - Q1 FY2026

Coca-Cola Içecek Anonim Sirketi (CCOLA:TR) reported strong first quarter results for 2026, with net sales revenue of TRY 52.4 billion, up 10.7% year-on-year, and a significant increase in net profit to TRY 5.2 billion, reflecting over 200% growth compared to the previous year. The company achieved a robust EBIT margin expansion of 529 basis points to 13.2%, driven by effective cost management and improved product mix. Management maintained its guidance for a flat EBIT margin of 16% for the full year, indicating confidence in navigating ongoing geopolitical and economic challenges.

Reported metrics

Guidance from management

Management maintained its guidance for a flat EBIT margin of 16% for the full year, indicating confidence in navigating ongoing challenges while targeting mid-single-digit volume growth.

What management said

Aluminum is 5%, I would say, because all the other packaging materials like the shrink, closures, glass bottles and aluminum, they all account to 16%, 17%. So aluminum packaging around 5%.

Sure. Thank you for the question. Look, in December, yes, as you noted, we increased price, and that was, yes, as you noted, mostly on fo consumption, you got it right. And again, strategically, we always do that because we want to stay away from the start of the year and in this case, also from the Ramadan activations. And then yes, recently, if you have seen the market, yes, we have increased price recently on the ...

What analysts pressed on

Analysts expressed concerns about the potential impact of geopolitical tensions on consumer sentiment and purchasing power, particularly in markets like Pakistan. There were also questions regarding the sustainability of free cash flow generation amid rising costs and potential inventory needs due to the ongoing war.

Main topics on the call

• Volume Growth — Coca-Cola Içecek achieved a consolidated sales volume increase of 6.9% year-on-year to 414 million unit cases, with Central Asia being a primary growth driver. CEO Karim Yahi noted, "Growth was broad-based, supported by ...
• Revenue and Profitability — Net sales revenue rose to TRY 52.4 billion, supported by improved mix management and pricing strategies. CFO Çiçek Özgünes stated, "The strong top line performance translated into very strong EBIT growth, up over 80% wit...
• Cost Management and Margin Expansion — The company reported a gross margin expansion of 592 basis points, attributed to tight operational expense management. Özgünes highlighted, "This was primarily driven by a strong improvement in gross profit margin, suppo...
• Geopolitical and Economic Challenges — Management acknowledged ongoing geopolitical tensions impacting consumer sentiment and purchasing power, particularly in Pakistan. Yahi remarked, "We have been closely monitoring the potential implications and proactivel...

Read the full Coca-Cola Içecek Anonim Sirketi transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 Coca-Cola Içecek Anonim Sirketi earnings call transcripts on record, spanning February 27, 2020 to August 11, 2026. Based on this history, Coca-Cola Içecek Anonim Sirketi reports quarterly. The most recent call on file is dated August 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CCOLA

Exchange

IBSE

Country

TR

Sector

Consumer Staples

Industry

Beverages

Calls on record

25

First call

February 27, 2020

Most recent

August 11, 2026

Reporting cadence

quarterly