Saputo Inc. (TSX: SAP) Q4 2025 Earnings Call | 06/06/2025

17 days ago

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Earnings Calls

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Saputo Inc. (TSX: SAP) reported its Q4 2025 results on June 6, 2025, delivering consolidated revenues of $4.75 billion—a 4.6% year-over-year increase—driven by robust performance in North America. The Canadian sector saw revenues rise 6% to $1.26 billion, with adjusted EBITDA up 14% to $157 million, while the U.S. sector posted an 11% revenue jump to $2.14 billion and a 7% increase in adjusted EBITDA to $148 million. Operational efficiencies and cost-saving initiatives, including $27 million in U.S. cost savings, supported these gains. However, international revenues declined by 10% to $1.02 billion, with adjusted EBITDA in that segment dropping by $41 million, largely due to currency devaluation and hyperinflation in Argentina. The European sector generated $335 million in revenue, with adjusted EBITDA of $24 million, as inflationary pressures continued to weigh on margins despite a modest recovery in sales volume. Net earnings for the quarter totaled $74 million, down 19.6% year-over-year, impacted by higher depreciation, restructuring, and financial costs. Adjusted net earnings were $128 million, a decrease of $28 million from the prior year. Saputo generated $362 million in operating cash flow and invested $113 million in capital expenditures. The company repurchased approximately $150 million in shares under its NCIB program during fiscal 2025, underscoring its commitment to shareholder value. Outlook: Fiscal 2026: Focus on operational efficiencies, digital transformation, and continued share repurchases Ongoing challenges in international markets, particularly Argentina and Europe Capital expenditures expected to total approximately $360 million in fiscal 2026 About Inside Ticker: For more expert analysis and real-time updates on Saputo Inc. (TSX: SAP) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #Saputo #SAP #EarningsCall #Q42025 #DairyIndustry #RevenueGrowth #Canada #USA #InternationalMarkets #ShareBuyback #Investing #InsideTicker

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