The following is a summary of the Saputo Inc. (SAPIF) Q2 2025 Earnings Call Transcript:

Financial Performance:

• 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.

Business Progress:

• 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.

Opportunities:

• 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.

Risks:

• 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.

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.