Denmark · Delayed Price · Currency is DKK BioMar Group Earnings Call Transcripts
Fiscal Year 2026
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Q3 volume rose 5%, revenue 19% and EBIT 50% YoY, with record 27.1% ROIC. FY revenue and EBIT guidance increased, while volume expectations softened on temporary market and weather disruptions.
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Q3 delivered record feed volumes, 50% EBIT growth and 27% ROIC, prompting higher FY EBIT guidance despite lower volume guidance. Near-term Ecuador power constraints and rising alternative ingredient costs may temper Q4 growth and margins.
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Q2 delivered record EBITDA, 23.2% ROIC and strong feed growth, prompting higher FY volume, EBIT and revenue guidance. Biological volumes remain the main risk, while marine-ingredient scarcity is being managed through formulation and sourcing.
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Q2 2026 saw strong feed volume and EBIT growth, driven by shrimp and new contracts, despite raw material volatility and IPO costs. Guidance for volume, EBIT, and revenue was raised, with Ecuador and China expansions progressing and most new capacity pre-sold.