)
Strauss Group (STRS) investor relations material
Strauss Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved strong organic growth in Q3 2025, with proforma sales up 16% and net sales reaching NIS 3,277 million, mainly driven by price increases and international coffee, especially Brazil.
EBIT rose 43% to NIS 312 million, and net income for the quarter increased 42.7% to NIS 146 million, with free cash flow improving significantly.
International coffee business, particularly the Brazil JV, was a standout, with operating profit up 140% and margins at 11.3%.
Launched innovative products, including CowFree dairy alternatives and a new water bar for niche segments, supported by the inauguration of a new plant-based facility.
One-time operational issues in Israel's health and wellness segment impacted EBIT, but these have been resolved and recovery is expected.
Financial highlights
Q3 2025 net sales rose 9.6% to NIS 3,277 million; 9M 2025 net sales up 12.1% to NIS 9,340 million.
EBIT for Q3 was NIS 312 million, up 43% year-over-year; net profit for the quarter was NIS 146 million.
Free cash flow in Q3 was NIS 245 million, a significant turnaround from negative free cash flow in Q3 2024.
Q3 2025 EBITDA was NIS 415 million, up 24.9% year-over-year.
Net debt/EBITDA ratio improved to 2.1x as of September 30, 2025.
Outlook and guidance
Management targets 5% CAGR top-line growth (2024–2026), 10–12% EBIT margin by 2026, and NIS 300–400 million in run-rate savings by 2026.
Continued strong performance expected in international coffee, especially Brazil, and growth in plant-based and CowFree product lines.
Water business growth to continue, with new product launches and expansion in Israel and the UK; China segment faces ongoing competition.
CAPEX expected to reach 5–7% of sales through 2026.
Next Strauss Group earnings date
Next Strauss Group earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage