Sweden · Delayed Price · Currency is SEK Scandi Standard AB Earnings Call Transcripts
Fiscal Year 2026
-
Q1 2026 saw 9% net sales growth and a 35% EBIT increase, driven by strong RTC performance and robust demand across all markets. RTE margins remain low but are expected to recover as new capacity ramps up. CapEx and integration efforts support a positive outlook for 2026.
Fiscal Year 2025
-
Q4 2025 saw 9% net sales growth and a 46% EBIT increase, led by strong Ready-to-Cook performance and margin gains. Ready-to-Eat sales grew but margins lagged due to cost pass-through delays. 2026 outlook is robust, with higher CapEx planned and a 32% dividend increase proposed.
-
Q3 2025 saw 11% net sales growth and record EBIT, driven by strong demand and successful integration of new operations in Lithuania and the Netherlands. Ready-to-Cook led segment growth, while Ready-to-Eat is set for recovery. Leverage and working capital remain well managed.
-
Q2 2025 saw 6% net sales growth and record EBIT, driven by strong demand and improved performance across segments. Lithuania turned EBIT positive ahead of plan, while the Netherlands plant is on track for Q4. Margin recovery in Ready-to-eat is expected as price increases are implemented.
-
Q1 2025 saw 7% net sales growth and improved EBIT, driven by strong demand for chicken and convenience products. Strategic investments in Lithuania and the Netherlands are expected to boost future margins, while the dividend was raised 9% to SEK 2.5 per share.
Fiscal Year 2024
-
Strongest Q4 ever with 5% sales growth, record EBIT per kilo, and robust segment performance despite startup costs. Major acquisitions in Lithuania and the Netherlands expand capacity, supporting long-term growth targets and a 9% dividend increase.
-
Q3 delivered record EBIT and margin growth, driven by strong demand, improved product mix, and operational efficiency. The Lithuanian acquisition and robust financing support ambitious growth and sustainability targets, with Ready-to-Eat and Ready-to-Cook segments both showing positive momentum.
-
Q2 2024 saw 3% volume and 5% EBIT growth, driven by Ready-to-Cook, while Ready-to-Eat recovered sequentially but remained down year-over-year. Investments and efficiency measures support targets of 5%-7% sales growth and >6% EBIT margin by 2027.