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Arla Foods
Arla Foods (ARLA) investor relations material
Arla Foods has been private
Arla Foods H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary26 Feb, 2026
Executive summary
Delivered robust performance amid volatile global dairy markets, with revenue up 9.4% to EUR 15.1 billion year-over-year, driven by strong brand positions and growth in protein and sports nutrition segments.
Performance price increased 10.8% to 56.4 EUR-cent/kg, reflecting higher value from owner milk, but commodity price declines in H2 pressured margins.
Efficiency program delivered EUR 158 million in savings, the highest to date, supporting profitability.
Sustainability progress included a 5.6% reduction in scope 1+2 emissions and a 0.4% reduction in emissions intensity per kg of milk.
Financial highlights
Revenue rose 9.4% to EUR 15,066 million compared to 2024.
EBITDA increased to EUR 1,156 million (2024: EUR 1,109 million); EBIT reached EUR 647 million (2024: EUR 598 million).
Net profit was EUR 415 million, representing 2.8% of revenue, within the target range.
Leverage ratio at 3.3, within the 2.8–3.4 target range.
Cash flow from operating activities improved to EUR 862 million.
Total investments reached EUR 731 million, supporting capacity and innovation.
Outlook and guidance
2026 revenue expected at EUR 13.3–14.1 billion, reflecting lower price levels but anticipated volume growth of 1.0–3.0%.
Profit share guidance maintained at 2.8–3.2% of revenue.
Efficiency program targets EUR 90–110 million in net savings.
Supply pressure from late 2025 to persist into H1 2026, but lower prices expected to stimulate branded volume growth.
Guidance does not include the potential DMK Group merger, pending regulatory approval.
Detail challenges in meeting 2025 DCF & packaging targets.
DMK merger: Regulatory status and future guidance.
Explain H2 2025 branded volume growth recovery.
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Next Arla Foods earnings date
H1 202628 Aug, 2026
Arla Foods
Next Arla Foods earnings date
H1 202628 Aug, 2026
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Frequently asked questions
Arla Foods is a leading dairy company with a cooperative ownership structure, owned by over 12,500 dairy farmers. Established in April 2000 through the merger of MD Foods and Swedish Arla, Arla Foods has grown to become one of the largest dairy companies globally by milk volume It operates across various countries, including Denmark, Sweden, Germany, the UK, Belgium, the Netherlands, and Luxembourg. Arla Foods' portfolio includes a variety of dairy products sold under several brands, with Arla, Lurpak, Puck, and Castello cheeses being some of the most notable. The company is headquartered in Viborg, Denmark, and its shares are not publicly traded.
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