Israel · Delayed Price · Currency is ILS · Price in ILA Strauss Group Earnings Call Transcripts
Fiscal Year 2026
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EBIT and net profit surged in Q2 and H1 2026, driven by productivity gains and strong volume growth, despite lower revenues from FX and commodity price declines. The group achieved record margins, improved cash flow, and expects to sustain this profit platform through year-end.
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EBIT surged 68% year-over-year to ILS 316 million with a 10.5% margin, and net income rose 126% to ILS 181 million. Volume growth outpaced global peers, while strategic moves like the Yoki acquisition and innovation in core categories support continued growth.
Fiscal Year 2025
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Double-digit revenue and profit growth in 2025, driven by Coffee International and innovation, with strong cash flow and margin recovery. Yoki acquisition in Brazil expected to deliver synergies, while ongoing conflict in Israel poses some risk.
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Q3 2025 saw robust growth, with proforma sales up 16% and EBIT up 43%, led by international coffee, especially Brazil. One-time issues in Israel's health and wellness segment are resolved, and new plant-based innovations and capacity expansions are set to drive future growth.
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Q2 and H1 2025 saw strong sales and EBIT growth, led by international coffee and price increases, but net income was pressured by higher financial and tax expenses. New capacity and product launches are expected to drive further growth, with margin recovery anticipated as commodity costs ease.
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Q1 2025 delivered strong revenue growth, driven by price increases and innovation, but margins were pressured by raw material cost inflation and a one-time cocoa derivatives loss. Excluding non-recurring items and divestments, EBIT grew over 10% year-over-year.
Fiscal Year 2024
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Revenue grew over 6% year-over-year, driven by price increases and strong performance in Israel, Brazil, and water segments, though margins declined due to commodity inflation. Portfolio optimization and divestments improved financial flexibility, with confidence in meeting 2026 growth and margin targets.
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Q3 2024 delivered double-digit organic revenue growth and record gross profit, despite margin pressure from soaring cocoa and coffee prices. The Sabra stake sale will significantly reduce debt and improve financial flexibility, while strategic focus remains on core brands and growth engines.
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Organic growth reached 6% in Q2, led by recovery in core categories and strong China and water segment performance. Margins were pressured by high cocoa and coffee prices, but net profit was maintained through tax incentives. Portfolio optimization and productivity initiatives are underway.