Stock Markets February 19, 2026

Pernod Ricard Moves Up Cash Conversion Goal, Lowers 2026 Investment Plan

France's Pernod Ricard now targets medium-term cash conversion in 2026 and trims planned capital spending to €750 million

By Derek Hwang
Pernod Ricard Moves Up Cash Conversion Goal, Lowers 2026 Investment Plan

Pernod Ricard said its finance chief expects the group to meet its medium-term cash conversion objective in 2026, one year earlier than planned. The company also reduced its fiscal 2026 strategic investment allocation from €900 million to €750 million, a €150 million cut intended to bolster cash generation.

Key Points

  • Pernod Ricard now expects to reach its medium-term cash conversion target in 2026, one year ahead of schedule - impacts corporate finance and liquidity management.
  • Planned strategic investment for fiscal 2026 has been reduced to €750 million from €900 million, a €150 million decrease - affects capital allocation in the spirits sector and related consumer goods investments.
  • The company positions the reduction as potentially freeing capital to strengthen its cash position - relevant to investors monitoring balance sheet and cash flow metrics.

French spirits producer Pernod Ricard SA expects to achieve its medium-term cash conversion target in 2026, one year sooner than previously forecast, the group's Chief Financial Officer Helene de Tissot said.

The company, known for brands including Absolut vodka and Jameson whiskey, also announced a downward revision to its strategic investment plan for fiscal 2026. Chief Executive Officer Alexandre Ricard said planned investments will be reduced to €750 million from the €900 million figure that had been projected earlier.

The cut in planned investment amounts to €150 million versus prior guidance. Pernod Ricard framed the adjustment as a measure that could free up capital as the business concentrates on strengthening its cash position while pursuing its medium-term objectives.

The finance chief's comment on the timing of the cash conversion target indicates the company now anticipates meeting that goal in 2026 rather than in the originally indicated year. Management did not provide additional numerical detail about the components of the cash conversion metric in the comments provided.

Management's decision to lower strategic investment for the fiscal year to €750 million reflects a reallocation of planned capital spending relative to previous projections. The company characterized the reduction as significant in size, noting the €150 million difference compared with prior forecasts.

Beyond the revised investment figure and the updated timing for the cash conversion target, Pernod Ricard did not supply more granular guidance within the remarks cited. The statements highlight the group's focus on cash generation and capital allocation for the coming fiscal year.


Summary of management announcements

  • Pernod Ricard expects to meet its medium-term cash conversion target in 2026, one year earlier than planned.
  • Strategic investments for fiscal 2026 were reduced to €750 million from €900 million.
  • The reduction equals €150 million and is described as potentially freeing capital as the company focuses on improving its cash position.

The information above reflects the comments made by Pernod Ricard's chief financial officer and chief executive officer regarding the timing of a cash target and a change to the company's forecast for strategic investment in the next fiscal year.

Risks

  • Management provided limited additional detail on the composition of the cash conversion metric and how the earlier timing will be achieved - creates uncertainty for analysts assessing cash-flow drivers in the consumer staples and spirits sectors.
  • The reduction in planned strategic investment could limit near-term spending on projects or initiatives that would otherwise support growth - a risk for operational expansion within the beverages and consumer goods markets.

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