Ireland · Delayed Price · Currency is EUR Glanbia Earnings Call Transcripts
Fiscal Year 2026
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Group revenue rose 7.2% like-for-like, led by double-digit growth in Performance Nutrition and Health & Nutrition. Adjusted EPS is now expected at the upper end of guidance, with strong demand, price increases, and efficiency gains offsetting input cost pressures.
Fiscal Year 2025
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Robust 2025 performance with revenue and volume growth across all segments, despite margin pressure from elevated whey costs. Strategic transformation, portfolio optimization, and capacity expansion underpin medium-term growth targets, with strong cash flow and shareholder returns.
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Sharpened focus on performance and health nutrition drives ambitious growth targets, with innovation, global expansion, and operational efficiency at the core. Financial guidance includes 5%-7% annual organic revenue growth in performance nutrition, 4%-6% in health & nutrition, and a raised dividend payout ratio.
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Revenue grew 3.3% year-to-date, driven by strong demand in performance nutrition, health and nutrition, and dairy segments. Upgraded full-year guidance reflects robust volume growth, successful innovation, and portfolio optimization, with adjusted EPS now expected at the upper end of $1.30-$1.33.
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H1 2025 saw resilient results with revenue up 6% and strong Health & Nutrition and Dairy Nutrition growth, offset by Performance Nutrition declines. Upgraded full-year EPS guidance reflects improved trends, while strategic divestments and acquisitions support future growth.
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Revenue grew 7.2% year-over-year, led by strong Health & Nutrition and Dairy Nutrition segments, while Performance Nutrition faced margin pressure from high whey costs and U.S. club channel weakness. Full-year guidance for adjusted EPS and margins is reiterated, with transformation and cost-saving initiatives progressing.
Fiscal Year 2024
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Adjusted EPS grew 6.8% and revenue rose 5.8% in 2024, driven by strong demand and portfolio growth. 2025 guidance reflects margin pressure from record whey costs, with mitigation strategies in place and new supply expected to ease costs in 2026.
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Strong volume growth and robust financials were reported, with Optimum Nutrition and Isopure leading gains. Guidance for 2024 was reiterated, and a business transformation with new segment structure and further share buybacks was announced.
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Adjusted EPS grew 12.4% in H1 2024, led by strong Optimum Nutrition performance and volume growth, while SlimFast continued to decline. Full-year EPS growth guidance of 5%-8% is reiterated, with upgraded EBITDA margin outlooks and ongoing capital returns to shareholders.