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Noumi (NOU) investor relations material
Noumi AGM 2025 Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 Presentation summary5 Nov, 2025
Operational and financial performance
Achieved group revenue of $595.8 million, up 1%, and adjusted operating EBITDA of $57.4 million, up 13% from FY24.
Plant-based Milks segment delivered record EBITDA of $50.3 million with 27.6% margin; Milklab brand generated $144 million in revenue and expanded into retail and international markets.
Dairy & Nutritionals segment doubled EBITDA to $11.1 million, marking the third consecutive year of improvement.
Statutory net loss after tax was $150 million, mainly due to non-cash items including convertible note adjustments and impairment.
Closure of legacy legal matters, including shareholder class action settlement, completed in FY25.
Strategic direction and growth initiatives
Strategy shifted from transformation to growth, focusing on innovation, operational excellence, and international expansion, especially in Asia.
Milklab's retail and HORECA channel expansion, with strong performance in oat and almond varieties, supports market leadership.
New product launches include Milklab Sensations, Milklab Lactose Free, and Australia's Own Lowers Cholesterol.
Investment in technology and manufacturing, including ERP system and microfiltration, to drive efficiency and product quality.
Planning underway for refinancing $610 million convertible notes maturing in May 2027.
Brand portfolio and market positioning
Diverse brand portfolio includes Milklab, Australia's Own, So Natural, Vital Strength, and PURENFERRIN, targeting various consumer needs.
Milklab holds #1 position in barista almond segment and is rapidly gaining share in plant-based milk retail.
International plant-based revenue grew 19%, with focus markets in Indonesia, Thailand, and South Korea.
Brands represent 80% of contribution margin, with continued investment in marketing and product development.
Update on convertible note refinancing options
Milklab international expansion strategy
Future growth drivers for Dairy & Nutritionals
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Next Noumi earnings date
Q1 20268 Dec, 2025
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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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