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MHP (MHPC) investor relations material

MHP Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary12 Sep, 2025

Executive summary

  • Revenue for H1 2025 grew 10% year-on-year to $1.6 billion, driven by strong poultry, agriculture, and European segments, despite lower volumes and weak vegetable oil sales.

  • Net profit rose 67% to $75 million, mainly due to foreign exchange gains reversing prior year losses.

  • Operational resilience maintained despite ongoing war in Ukraine, with continued strategic growth including the acquisition of EVESA/UVESA Group in Spain.

  • Operating profit declined 29% year-on-year to $136 million, impacted by higher payroll, administrative, and war-related costs.

  • Export sales accounted for 61% of total revenue, slightly down from 64% in the prior year period.

Financial highlights

  • Gross profit was stable at $368 million in H1 2025, with poultry and agriculture offsetting vegetable oil margin declines.

  • EBITDA (net of IFRS 16) declined 11% to $236 million; margin dropped to 14% from 18% year-on-year.

  • Q2 2025 revenue increased 11% year-on-year to $856 million; adjusted EBITDA fell 14% to $125 million.

  • Cash from operations before working capital changes was $180 million in H1; CAPEX was $134 million, stable year-on-year.

  • Net debt as of June 30, 2025 was $1.2 billion; net debt/LTM adjusted EBITDA ratio at 2.3, below covenant limits.

Outlook and guidance

  • Full-year EBITDA expected at $550 million including EVESA; full-year CAPEX guidance (excluding EVESA) is $280 million.

  • Management expects continued operational challenges and material uncertainty about going concern due to the ongoing war in Ukraine.

  • The expiration of EU Autonomous Trade Measures may impact export conditions; management is monitoring and preparing to adjust operations.

  • Anticipates continued pressure from energy, payroll, and inflation on production costs.

  • Ukrainian GDP projected to grow ~2% in 2025; inflation forecast at 10%.

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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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