London · Delayed Price · Currency is GBP · Price in USD MHP SE Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 31% revenue growth to $1B, but net profit was -$85M due to FX losses. European operations and Uvesa integration drove diversification, while full-year EBITDA is guided at $520–$550M, with agriculture and European segments offsetting poultry weakness.
Fiscal Year 2025
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Revenue and exports grew strongly in 2025, but profitability was pressured by higher costs and war impacts. EBITDA is expected to decline 5–15% in 2026, with continued investment in European expansion and stable cash flow in Ukraine.
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Revenue and EBITDA saw strong year-on-year growth, driven by poultry, agriculture, and European expansion, notably the UVESA acquisition. 2026 guidance anticipates stable EBITDA, positive cash flow, and continued investment in European operations, despite ongoing war-related risks.
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Revenue rose 10% to $1.6B in H1 2025, with net profit up 67% to $75M, driven by strong poultry and European segments. EBITDA guidance for the year is $550M, and leverage is expected to rise to 2.7x post-acquisition of Spain's EVESA Group.
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Revenue and net profit rose in Q1 2025, driven by strong sales and foreign exchange gains, despite lower margins in poultry and vegetable oil. The company is expanding in Europe with the $270M UVESA acquisition and expects lower EU exports due to new quotas.
Fiscal Year 2024
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Revenue and EBITDA grew in 2024, driven by strong agriculture and European operations, despite war-related challenges. Uvesa acquisition in Spain is underway, with leverage expected to remain below 3x and 2025 EBITDA projected at $500 million.
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Revenue remained stable at $2.3B for nine months, with Q3 net profit up 75% year-on-year. Full-year EBITDA is expected around $500M, but rising production and energy costs are set to pressure 2025 results. War-related risks and energy resilience remain key concerns.
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Revenue grew 4% to $1.5B in H1 2024, with EBITDA up 21% to $264M, driven by strong agriculture and European operations. War-related costs doubled, and CapEx for 2024 is guided at $300–$350M, focusing on energy self-sufficiency and facility upgrades.
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Q1 2024 saw a 4% revenue decline to $720 million, with stable EBITDA at $119 million and a 17% margin. War-related costs rose, CapEx was $60 million, and liquidity remains strong, but ongoing conflict and regulatory constraints create high uncertainty.