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Savencia (SAVE) investor relations material
Savencia H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales decreased by 2.6% year-over-year to €6,957M, mainly due to a 4.3% negative forex impact, especially from South American currency devaluation.
Organic growth was positive at 1.6%, supported by strong performance in Other Dairy Products.
The integration of Ugalait contributed a 0.2% structural effect to sales.
Financial highlights
Cheese Products sales were €4,017M, down 1.0% year-over-year, with stable performance at constant scope and exchange rates.
Other Dairy Products sales reached €3,184M, down 4.3% overall but up 3.7% organically, driven by international markets and specialty ingredients.
Unallocated items accounted for -€245M.
Outlook and guidance
The dairy sector faced high inflation, record milk prices in France, and volatile demand, leading to a major market adjustment in September, especially affecting fat prices.
- Revenue up 0.5%, but profit fell amid cost inflation, currency headwinds, and merger plans.SAVE
H1 202522 Sep 2025 - Stable revenue and improved net income, with strong international dairy performance.SAVE
H1 202413 Jun 2025 - Stable Q1 2025 revenue as dairy inflation and currency volatility shape cautious outlook.SAVE
Q1 2025 TU6 Jun 2025 - 2024 sales rose 5.1%, driven by Other Dairy Products and international market gains.SAVE
Q4 2024 TU6 Jun 2025 - Savencia achieved 5.1% sales growth and higher margins, proposing a €1.60 dividend per share.SAVE
H2 20246 Jun 2025
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