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Investor Relations14 Oct 2025
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ARYZTA (ARYN) investor relations material
ARYZTA Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary8 Oct, 2025
Financial performance and guidance
EBITDA guidance updated to at least €300 million for 2025, with cost improvement measures being accelerated to address slower-than-expected implementation and margin pressure.
Free cash flow for the year is expected to be around €100 million, supported by top-line improvement and cost actions.
Organic growth guidance reiterated at low to mid-single digits for 2025, with pricing and volume supporting this outlook.
New production lines in Switzerland and Germany are ramping up as planned, not loss-making, with a major bakery project in Perth on track for Q1 2026.
Q3 revenue data will be released as scheduled on October 20.
Management and governance update
CEO Michael Schai steps down immediately following a mutual decision with the Board, which acted decisively due to slower-than-expected cost measures and performance deviation.
Chairman Urs Jordi resumes interim CEO role to ensure continuity, stabilize performance, and accelerate improvements.
Board governance described as strong, with experienced committees and oversight; dual roles seen as necessary for current challenges.
Future leadership structure and potential cool-off period for board roles will be discussed after current challenges are addressed.
The Board expresses gratitude to Michael Schai for his service and emphasizes unity in the leadership transition.
Market environment and strategic focus
Competitive pressure and price sensitivity remain high in the private label bakery sector, with aggressive tendering and fluctuating consumer demand.
Industry consolidation is ongoing, with the company aiming to participate from a position of improved fitness and organic growth.
Dividend decisions remain on hold until hybrid bond repayment and equity ratio targets are met, maintaining a prudent capital return approach.
Emphasis placed on operational agility, cost discipline, and supporting customers through market volatility.
A conference call for investors and media is scheduled for October 8 at 08:30 CET.
Detail H2 EBITDA deviation drivers
Address dual role governance concerns
Path to 15% EBITDA margin target?
Key drivers of H2 EBITDA deviation?
Board's view on Chairman/CEO dual role?
Confidence in 15% margin recovery pace?
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Next ARYZTA earnings date
Q3 2025 TU20 Oct, 2025
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Frequently asked questions
ARYZTA AG is an international bakery company specializing in the production and distribution of a wide range of specialty bakery products. The company's extensive product portfolio includes artisan breads, pastries, cookies, donuts, muffins, buns, and other sweet and savory baked goods. ARYZTA caters to the convenience bakery sector, offering high-quality, great-tasting bakery solutions for in-store bakeries across various markets. The company is headquartered in Zurich, Switzerland, and its shares are listed on the SIX.
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