Kerry Group (KRZ) Investor Day 2026 summary

Strategic position and growth

• Portfolio transformation completed just under two years ago, creating a pure-play B2B taste and nutrition business; biotechnology, global footprint and retailer go-to-market capabilities expanded.

• Strategy prioritizes volume growth, EBITDA margin expansion, EPS, cash flow and returns, with innovation and renovation supported by technology, application expertise and integrated solutions.

• Accelerate 2.0 optimizes the footprint and scales digital initiatives across commercial, R&D, supply chain, manufacturing and business functions.

Market opportunity and customer dynamics

• Addressable value-add specialty ingredient market is €87bn and projected to exceed €100bn in 5-10 years, primarily driven by renovation.

• Inflation, affordability pressures, regulation, health and wellness trends and supply-chain disruption prompt reformulation, while customers seek to protect product quality and taste.

• Customer demand is shifting toward integrated outcomes spanning consumer appeal, labeling, manufacturing and economics; rapid commercialization is increasingly important.

• FY2025 revenue mix: Americas 55%, APMEA 24%, Europe 21%; food 66%, beverage 27%, pharma and other 7%; developed markets 67%, emerging markets 33%.

Technology, R&D and innovation

• More than €3bn invested in the science and technology ecosystem over 10 years; 2025 R&D investment was €315m, supporting 1,300+ scientists, 60+ innovation centres, ~400 PhDs and master’s graduates, and 1,200+ patents and applications.

• R&D investment target is 5-6% of revenue; digital and AI are being applied to commercial, formulation and analytical knowledge.

• Capabilities combine taste technologies, biotechnology, application expertise and customised solutions; 40% of the taste portfolio is delivered through biotechnology.

• Five future technology areas each offer potential above €50m: advanced nutrition modulation, fermentation and natural ingredients, resource scarcity solutions, future-proof preservation, and food as a therapeutic.

• Solutions include sodium and sugar reduction, masking, clean-label and sorbate-free preservation, natural colours, and fermentation-based taste.