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Glanbia (GL9) investor relations material
Glanbia CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary19 Nov, 2025
Strategic direction and growth ambitions
Focus on high-growth, high-margin segments in performance nutrition, health & nutrition, and dairy nutrition, leveraging consumer megatrends like protein demand, functional benefits, and clean-label preferences.
Five key growth drivers: global expansion of ON and lifestyle brands, scaling healthy nutrition, optimizing dairy nutrition, international expansion, and innovation investment.
Ambition to grow performance nutrition to $2B+ and healthy nutrition to $1B, with significant investments in M&A and CapEx to support global capacity and innovation.
Transformation program aims for $60M+ in annual savings by 2027, with at least 50% reinvested for growth, focusing on operational efficiency, digital transformation, and portfolio optimization.
Portfolio optimization through divestitures (SlimFast, Body & Fit) and acquisitions (Flavor Producers, Colostrum Bioactives, Sweetmix, Sycor/Scicore).
Financial guidance and targets
Targeting 5%-7% annual organic revenue growth in performance nutrition, 4%-6% in health & nutrition, with EPS growth of 7%-11% and 85%+ cash conversion.
Performance nutrition EBITDA margin targeted to expand by up to 250 bps from 2025 base, with margin progression supported by transformation savings and portfolio optimization.
Health & nutrition aims for 17%-19% EBITDA margin, with growth driven by organic expansion and acquisitions.
Dairy nutrition to deliver $150-$160M annual EBITDA, focusing on cash returns and operational efficiency.
Over $1.5B in operating cash flow targeted for the next three years, supporting investments, dividends, and buybacks, with dividend payout ratio raised to 30%-40%.
Business developments and innovation
Recent acquisitions include Flavor Producers, Sweet Mix, Colostrum Bioactives, and Sycor/Scicore, expanding global manufacturing and innovation capabilities.
Optimum Nutrition remains the flagship brand, with strong global growth, digital engagement, and innovation in formats and flavors.
Isopure repositioned to target female and lifestyle consumers, leveraging clean label and intentionality trends, with double investment since 2022.
Health & Nutrition division established, focusing on premix solutions and natural/organic flavors, with global reach and strong R&D pipeline.
Innovation elevated as a group-wide growth pillar, with over 230 scientists and a new Chief Science Officer driving science and product development.
GLP-1: Detail specific portfolio benefits
Isopure: Detail target consumer segment
Whey procurement: Detail strategy for volatility
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Q4 202525 Feb, 2026
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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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