Q4 2025 MHP SE Earnings Call Transcript

May 5, 2026 / 01:00 PM GMT

Release Date Price: $9.9 (+16.47%)

Transcript

Key Points

Positve

MHP SE (MHPSY) reported a strong revenue growth of 44% year-over-year in Q4 2025, reaching approximately $1.1 billion, driven by higher prices in poultry and processed meat.
The company saw a 24% increase in full-year 2025 revenue, reaching $3.8 billion, with a net profit increase of 30% compared to 2024.
Total exports increased from $1.8 billion in 2024 to over $2 billion in 2025, driven by higher value products, particularly poultry and processed meat.
The European segment showed significant improvement, with revenue up 76% year-over-year, supported by the acquisition of the Uvesa Group.
MHP SE (MHPSY) successfully refinanced $550 million in senior notes due in 2026, extending maturity to 2029, demonstrating strong financial management and investor trust.

Negative

Despite revenue growth, MHP SE (MHPSY) faced profitability challenges with a 33% decline in operating profit and a 12% decrease in EBITDA year-over-year in Q4 2025.
The vegetable oil segment underperformed, with a revenue decline of 18% year-over-year and a 71% drop in adjusted EBITDA for 2025.
The company reported a net loss in Q4 2025, compared to a small profit in the previous year, due to high payroll, administrative costs, and war-related expenses.
MHP SE (MHPSY) anticipates continued pressure on margins due to increased energy and logistics costs, as well as ongoing commodity price volatility.
The company expects a 15% reduction in EBITDA for 2026 compared to 2025, reflecting challenges from geopolitical instability and rising production costs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MHPCq.L - MHP SE
Q4 2025 MHP SE Earnings Call
May 05, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by, and I would like to welcome you to MHP's fourth quarter and 12-month 2026 results conference call on the 5th of May 2026. At this time, all participant lines are on listen-only mode. The format of the call today will be a presentation followed by a question-and-answer session. So without further ado, I would now like to pass the line to Anastasia Sabotryuk, Director of Investor Relations. Please go ahead, ma'am.

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Unidentified_2 [2]
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Thank you very much, Michael. Dear stakeholders, good day to you. Thank you for joining us for MHP's

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