Saputo Inc. (SAPIF) Q2 2025 Earnings Call Transcript Summary
Saputo Inc. (SAPIF) Q2 2025 Earnings Call Transcript Summary
Canadian sector revenue up 4% YoY; U.S. sector revenue up 14%.The following is a summary of the Saputo Inc. (SAPIF) Q2 2025 Earnings Call Transcript:
以下是Saputo Inc. (SAPIF) 2025年第二季度業績會成績單：
Financial Performance:
財務表現：
Q2 2025 revenue reached $4.7 billion with adjusted EBITDA of $389 million.
Canadian sector revenue up 4% YoY; U.S. sector revenue up 14%.
2025年第二季度營業收入達到47億美元，調整後的EBITDA爲38900萬美元。
加拿大板塊營業收入同比增長4％；美國板塊營業收入增長14％。
Business Progress:
業務進展:
Expanded leadership roles and implemented strategic initiatives for operational improvement.
Launched new products like Montchevre Mike's Hot Honey Goat Cheese.
擴大領導角色並實施戰略舉措，以提高運營效率。
推出了諸如Montchevre Mike's辣蜂蜜山羊奶酪等新產品。
Opportunity:
機會：
Strategic initiatives aimed at driving operational efficiencies and market expansion.
Opportunities in product innovation and global commercial strategies.
旨在推動運營效率和市場拓展的戰略舉措。
產品創新和全球商業戰略中的機遇。
Risk:
風險：
Exposure to commodity and macroeconomic volatility impacting performance.
Challenges in the U.S. with negative milk cheese spread affecting costs.
商品和宏觀經濟波動對績效的影響。
在美國面臨負面牛奶奶酪價格波動，影響成本。
Financial Performance:
財務表現：
Q2 2025 consolidated revenue reached $4.7 billion with adjusted EBITDA of $389 million.
Net earnings reported were $126 million, with adjusted net earnings at $157 million or $0.37 per share.
Canadian sector showed strong performance with revenue at $1.3 billion, up 4% year-over-year, and adjusted EBITDA of $162 million, up 10%.
U.S. sector revenue was $2.2 billion, up 14% from last year with adjusted EBITDA at $145 million.
International sector faced challenges, particularly in Argentina due to inflation and FX issues, leading to adjusted EBITDA of $54 million, down $29 million year-over-year.
In Europe, revenue and adjusted EBITDA improved, with revenue at $277 million and adjusted EBITDA at $28 million.
2025年第二季度的總營業收入達到47億元，調整後的EBITDA爲38900萬元。
淨收益報告爲12600萬元，調整後的淨收益爲15700萬元，每股0.37美元。
加拿大板塊表現強勁，營業收入達到$13億，同比增長4%，調整後的EBITDA爲$16200萬，同比增長10%。
美國板塊營業收入爲$22億，較去年增長14%，調整後的EBITDA爲$14500萬。
國際板塊面臨挑戰，特別是在阿根廷由於通貨膨脹和外匯問題，導致調整後的EBITDA爲$5400萬，同比下降$2900萬。
在歐洲，營業收入和調整後的EBITDA有所改善，營業收入爲$27700萬，調整後的EBITDA爲$2800萬。
Business Progress:
業務進展:
Implemented strategic initiatives including operational improvements and increased efficiency across manufacturing and distribution networks.
Expanded executive leadership roles to drive long-term growth and operational excellence.
Launched normal course issuer bid to optimize capital structure and underscore commitment to long-term value creation.
Expanded cheese volumes in the U.S. and enhanced market leadership in Canada with strong brand performance.
Focused on innovation with new product launches such as Montchevre Mike's Hot Honey Goat Cheese and a creamier version of Treasure Cave blue cheese.
實施了包括製造和分銷網絡的運營改進以及提高效率在內的戰略舉措。
拓展高管領導職責，以推動長期增長和運營卓越。
啓動常規股份回購，以優化資本結構並強調對長期價值創造的承諾。
在美國擴大了奶酪銷量，並在加拿大市場具有較強的品牌表現。
專注於創新，推出了新產品Montchevre Mike's Hot Honey Goat Cheese和更濃郁的Treasure Cave藍奶酪版本。
Opportunities:
機會：
Continuation of strategic initiatives aimed at driving operational efficiencies and market expansion.
Potential for improved performance and cost savings from ongoing investments in technology, supply chain, and brand development.
Opportunities in product innovation and globalization of commercial strategies to adjust to dynamic consumer demands.
繼續推動旨在提高運營效率和市場擴張的戰略舉措。
通過持續投資於技術、供應鏈和品牌發展，有望實現績效和成本節省的提升。
在產品創新和全球商業策略全球化方面存在機會，以適應動態消費者需求。
Risks:
風險：
Continued exposure to commodity and macroeconomic volatility, possibly impacting performance and international operations.
Specific challenges in the U.S. with the negative milk cheese spread and its implications on operational costs.
繼續面臨商品和宏觀經濟波動的風險，可能會影響業績和國際業務。
在美國，負面奶酪價格下跌帶來的特殊挑戰及對運營成本的影響。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
