Saputo Inc (OTCPK:SAPIF)

$ 18.66 -0.1 (-0.53%) Market Cap: 7.93 Bil Enterprise Value: 10.48 Bil PE Ratio: 45.62 PB Ratio: 1.49 GF Score: 81/100

Q2 2025 Saputo Inc Earnings Call Transcript

Nov 08, 2024 / 01:30PM GMT

Release Date Price: $19.1 (+0.10%)

Transcript

Key Points

Positve

Saputo Inc (SAPIF) delivered strong volume and pricing growth in the second quarter, with steady cash flow generation.
The company achieved significant year-over-year improvement in adjusted EBITDA in the Canada sector, driven by operational efficiencies and cost-saving initiatives.
In the US, Saputo Inc (SAPIF) saw benefits from strategic initiatives, with a 23% increase in adjusted EBITDA year-to-date, despite challenges in the dairy commodity market.
The Europe sector showed continued recovery with improved financial performance, driven by higher branded cheese sales volume and margin expansion.
Saputo Inc (SAPIF) announced a normal course issuer bid, indicating strong cash generation and a commitment to optimizing capital structure for long-term value creation.

Negative

Saputo Inc (SAPIF) faced challenges from unfavorable US dairy commodity markets, impacting adjusted EBITDA.
Higher production costs in Argentina, including increased milk costs due to inflation and currency devaluation, negatively affected results.
The international sector experienced a decline in adjusted EBITDA, primarily due to economic pressures in Argentina.
The US market faced a persistent negative milk-cheese spread, impacting profitability despite strategic initiatives.
Saputo Inc (SAPIF) incurred duplicate operating costs related to network optimization initiatives, affecting financial performance.

Operator

Thank you for standing by. I would like to welcome everyone to the Saputo Inc. Second Quarter 2025 Financial Results.

I would now like to turn the call over to Nick Estrela, Senior Director of Investor Relations. Please go ahead, sir.

Nicholas Estrela

Saputo Inc - Investor Relations

Thank you, Dustin. Good morning and welcome to our Second Quarter Fiscal 2025 Earnings Call. Our speakers today will be Carl Colizza, President and Chief Executive Officer; and Maxime Therrien, Chief Financial Officer and Secretary.

Before we begin, I'd like to remind you that this webcast and conference call are being recorded, and the webcast will be posted on our website along with the second quarter investor presentation. Please also note that some of the statements provided during this call are forward-looking. Such statements are based on assumptions that are subject to risks and uncertainties. We refer to our cautionary statements regarding forward-looking information in our annual report, press releases, and filings. Please treat any forward-looking

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