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DSM Firmenich (DSFIR) investor relations material
DSM Firmenich H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary31 Jul, 2025
Executive summary
Achieved 7% organic sales growth and 29% increase in adjusted EBITDA in H1 2025, driven by strong performance across business units and successful execution of strategic initiatives, including portfolio transformation and integration synergies.
Completed exit from animal nutrition and health, closed feed enzyme business for €1.5 billion, and advanced the separation process for ANH.
Launched €1 billion share buyback program, with 40% completed by July 30, 2025.
Strategic focus on innovation, sustainability, and building a consumer and human-focused company.
Financial highlights
H1 2025 net sales: €6,510 million, up 3% year-over-year; adjusted EBITDA: €1,260 million, up 29%.
Adjusted EBITDA margin improved to 19.4% from 15.5% year-over-year.
Net profit rose to €541 million from €50 million in H1 2024.
Core adjusted EPS increased to €1.92 from €1.35 year-over-year.
Adjusted gross operating free cash flow was €215 million, impacted by timing of payments and higher short-term employee rewards.
Outlook and guidance
FY 2025 adjusted EBITDA expected around €2.4 billion, including €150 million from temporary vitamin price effects and €40 million deconsolidation from Feed Enzymes divestment.
Targeting organic sales growth of 5–7%, adjusted EBITDA margin of 22–23%, and cash-to-sales conversion above 10%.
CapEx guidance at ~6% of sales; core tax rate around 22%; D&A ~€225 million/quarter.
No material M&A planned for 2025 or 2026; focus remains on organic growth and margin improvement.
What is driving TTH's growth with local customers?
What is the status of ANH's separation?
How did the Feed Enzymes sale impact book result?
How will UV destocking normalize in Perfumery?
What drives confidence in TTH mid-single-digit growth?
Why will HNC's EBITDA improve in 2H '25?
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Next DSM Firmenich earnings date
Q3 2025 TU30 Oct, 2025
Next DSM Firmenich earnings date
Q3 2025 TU30 Oct, 2025
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Frequently asked questions
DSM-Firmenich engages in nutrition, health, and sustainable living businesses in Europe, North America, Latin America, China, and internationally. The company’s Human Nutrition & Health segment offers nutritional and pharmaceutical ingredients for infant, medical, sports, clinical, and weight management markets; and premixes for food and beverage manufacturers as well as supplements. Its Performance Materials segment provides resins and compounds to food packaging and medical device industries; engineering plastics for automotive applications; speciality engineering plastics for electronics; resins for architectural applications; and additives and functional solutions for paints, coatings, construction chemicals, adhesives, paper production chemicals, oil field chemicals, supplies inks to the printing industry.
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