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Glanbia (GL9) investor relations material
Glanbia H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary13 Aug, 2025
Executive summary
Group revenue grew 6% year-over-year to $1.93bn, driven by strong Health & Nutrition and Dairy Nutrition, offset by declines in Performance Nutrition due to higher whey costs.
Adjusted EPS was 63.03¢, down 7.5% year-over-year, but full-year guidance was upgraded to $1.30–$1.33 (130–133¢), a 5–7% decline year-over-year.
Transformation program advanced, including sale of Body & Fit and acquisition of Sweetmix in Brazil to expand Health & Nutrition in Latin America.
Interim dividend increased by 10% to 17.2 Euro cents per share, with €62.8m ($63m) returned via share buybacks.
Board changes include appointment of Paul Duffy as chair designate, effective immediately.
Financial highlights
Group EBITDA (pre-exceptional) was $241.3m, down 7.5% year-over-year; margin at 12.5%, down 180bps.
Net debt at $650m; net debt/adjusted EBITDA at 1.28x.
Capex for H1 was $47.7m, with full-year expected at $80–90m.
Operating cash flow conversion at 81.3% for 12 months ending June/July; H1 OCF conversion was 18.8%.
Exceptional items net of tax were $32.6m, mainly for transformation and Body & Fit write-down.
Outlook and guidance
Upgraded full-year adjusted EPS guidance to $1.30–$1.33 (130–133¢), a 5–7% decline year-over-year.
Performance Nutrition like-for-like revenue growth (ex-SlimFast/Body & Fit) expected at 2–3%.
Health & Nutrition EBITDA margin guidance raised to 18–19% for 2025.
Capex for full year expected at $80–90m, including expansion in Asia and US.
Operating cash flow conversion expected to exceed 80% for the year.
How will Sweetmix acquisition expand H&N in Latin America?
What drove the 490bps EBITDA margin decrease in PN?
What is the target for 2025 operating cash flow conversion?
How do contract whey prices compare to 2025?
Explain H&N margin drivers and changes.
Detail Sweetmix's capacity and customers.
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Q3 20255 Nov, 2025
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Frequently asked questions
Glanbia plc is an Ireland-based global nutrition group with a diverse portfolio of products and services. The company operates worldwide, engaging in the manufacture and sale of sports nutrition, lifestyle nutrition products, including powders, ready-to-eat bars, snacking foods, and ready-to-drink beverages. Glanbia's extensive range is distributed through various channels such as specialty retail, online platforms, gyms, and through the food, drug, mass, and club channels. Furthermore, the company is involved in the production of cheese, dairy, and non-dairy nutritional and functional ingredients, alongside vitamin and mineral premixes. The company is headquartered in Kilkenny, Ireland, and its shares are listed on the Irish Stock Exchange.
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