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MHP (MHPC) investor relations material
MHP Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary15 Dec, 2025
Executive summary
Revenue grew 16% year-over-year to $2,635 million for 9M 2025, with Q3 revenue up 29% to $1,062 million, driven by strong poultry, agricultural, and European segments, including the UVESA acquisition.
Net profit rose 53% year-over-year to $215 million, mainly due to foreign exchange gains and stable poultry exports.
Adjusted EBITDA for 9M 2025 increased 4% to $455 million, with Q3 up 27% to $219 million; margin declined to 17% from 19% year-over-year.
Operational resilience maintained despite war-related disruptions, with strategic focus on international expansion and prudent financial management.
Net profit outpaced operating profit growth, mainly due to a swing to foreign exchange gains versus prior period losses.
Financial highlights
Q3 2025 revenue rose 29% year-over-year to $1,062 million; 9M 2025 revenue up 16% to $2,635 million.
Adjusted EBITDA for Q3 2025 increased 27% year-over-year to $219 million; 9M 2025 up 4% to $455 million.
Net profit for Q3 2025 surged 46% year-over-year to $140 million; 9M 2025 up 53% to $215 million.
Cash and cash equivalents at 30 September 2025 were $463 million, up from $355 million at year-end 2024.
Net debt at period end was about $1.5 billion; leverage ratio at 2.61, below the 3.0 limit.
Outlook and guidance
2026 EBITDA expected to be $580–$600 million, with group-wide positive cash flow of $30–$50 million.
No further poultry price increases expected in 2026; conservative budgeting applied.
UVESA EBITDA projected to grow 25–30% year-on-year in 2026.
CapEx for 2026 expected at $250 million, with $130–$150 million for maintenance and $100 million for European and non-commodity projects.
Management is monitoring peace negotiations, which could stabilize the local currency and support expansion plans in Ukraine.
UVESA integration plans and synergy expectations?
2026 Eurobond refinancing strategy details?
Impact of EU trade measure expiration on exports?
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Frequently asked questions
MHP SE, together with its subsidiaries, produces and sells food and poultry products in Ukraine and internationally. It operates in four segments: Poultry & Related Operations, Grain Growing Operations, Meat-Processing & Other Agricultural Operations, and European Operating. The Poultry & Related Operations segment produces and sells fresh and frozen chicken meats, vegetable oils, including sunflower and soybean, as well as mixed fodder under the brand Nasha Riaba, Apetytna, Baschinsky, Vinnytski Kurchata, Kurator, Sultanah, Assilah, Al-Hassanat, Home Style Chicken, Ukrainian Chicken, and Chef's Secrets names to export markets.
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