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Noumi (NOU) investor relations material
Noumi H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary26 Aug, 2025
Executive summary
Adjusted operating EBITDA rose 13% year-over-year to CAD 57.4 million, driven by strong performance in plant-based and dairy segments.
Net revenue increased by CAD 6 million to CAD 595.8 million, with Milklab sales up 5.8% and plant-based export sales up 18.8%.
Statutory net loss after tax of $150 million, impacted by $112 million fair value adjustment on convertible notes and $50 million noncash impairment; excluding these, net earnings were positive.
Legacy litigation and transformation phase completed, enabling a strategic shift toward growth and investment.
Financial highlights
Group revenue increased 1% year-over-year, with Milk Lab plant sales up 6.7% and plant-based milk segment EBITDA up 1.7% to CAD 50.3 million (margin 27.6%).
Dairy and Nutritionals EBITDA more than doubled to CAD 11.1 million, driven by improved long life milk, lactoferrin production, and commodity price recovery.
Net cash from trading was GBP 67 million, up from GBP 41.6 million year-over-year, with strong working capital management.
Statutory net loss after tax was $150 million, including significant non-operating and non-cash items.
Net revenue totaled $595.8 million, with $182.0 million from Plant-based Milks and $413.8 million from Dairy & Nutritionals.
Outlook and guidance
Focus on investing in Milk Lab brand, marketing, and product development to support expansion into new channels and select overseas markets.
Continued transformation projects in dairy and nutritionals to maximize yield and pursue value-added opportunities in FY2026.
Planning underway for the maturity of GBP 610 million ($610.4 million) convertible notes in May 2027, with recapitalization expected to support future growth.
No financial guidance provided due to ongoing macroeconomic and industry uncertainties.
Plan for 2027 convertible notes maturity
Fully utilize lactoferrin production capacity
Detail H2 Plant-based Milks revenue moderation
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Frequently asked questions
Noumi Limited focuses on the development, manufacturing and marketing of plant-based beverages and dairy products. The Company's segments include product sales, royalty collections from third-party product sales, and other business. Its products are coffee creamers, dairy free sauces and dips, coffee syrups and dressings, coffee syrups, nutritional food ingredients, tofu products, stevia sweetener and soy protein drinks. The Company sells its products mainly to associated distributors in North America, Asia-Oceania region and Europe; however it also markets directly to end users through a variety of channels including direct sales force, Internet based ecommerce site as well as through third party Internet based eCommerce sites.
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