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Arla Foods (ARLA) investor relations material
Arla Foods H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Celebrated 25th anniversary and approved a strategic merger with DMK Group, pending regulatory review expected to conclude in H1 2026.
Delivered solid financial performance amid market volatility, maintaining competitive milk prices and advancing sustainability initiatives.
Expanded FarmAhead™ sustainability program and made significant investments in production capacity and innovation.
Financial highlights
Revenue rose 13% year-over-year to EUR 7.5 billion in H1 2025, driven by higher commodity and commercial dairy prices.
Net profit was EUR 158 million (2.1% of revenue), down from EUR 167 million (2.5%) in H1 2024.
Performance price increased 21% to 57.5 EUR-cent/kg, supporting competitive milk payments.
Strategic branded volume-driven revenue declined 1.5% year-over-year, mainly due to Europe.
EBITDA reached EUR 540 million, up 5% from H1 2024.
Outlook and guidance
Full-year revenue forecast raised to EUR 14.7–15.2 billion, with profit share expected at the lower end of the 2.8–3.2% target range.
Branded volume-driven revenue growth outlook improved to -0.5% to 0.5% for 2025.
Leverage expected to end the year at 2.9–3.3, maintaining a robust financial position.
Continued focus on efficiency savings and further reductions in scope 1, 2, and 3 emissions.
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