LDC SA (LOUP) H2 25/26 earnings summary
Event summary combining transcript, slides, and related documents.
H2 25/26 earnings summary
30 Sep, 2026Executive summary
Achieved five-year plan targets one year ahead, driven by strong poultry consumption, acquisitions, and price increases in France and internationally.
Revenue reached €7,283.2M, up 15.2% year-over-year, surpassing the €7B target set for 2026-2027.
EBITDA rose to €719.7M, exceeding the five-year plan objective.
All business segments contributed to improved profitability.
Financial highlights
Revenue: €7,283.2M (up 15.2% year-over-year).
EBITDA: €719.7M (9.9% of revenue), up from €512.6M (8.1%).
Operating income: €427.0M (5.9% margin), up 34.5% from €317.6M.
Net income: €321.5M, up 32% from €243.6M.
Free cash flow (after acquisitions): -€27.8M; net cash at year-end: €178.7M.
Outlook and guidance
2026-2027 revenue expected above €7.7B with operating margin above 5.5%.
Strategic plan targets €10B revenue and €550M operating income by 2030-2031.
Continued vigilance due to geopolitical and input cost risks.
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