Midsona AB (FRA:9KF)

Q3 2025 Midsona AB Earnings Call Transcript

Oct 22, 2025 / 09:00 AM GMT

Release Date Price: €0.67 (-2.05%)

Transcript

Key Points

Positve

Midsona AB (LTS:0GSE) reported a 1.5% increase in margin growth to 5% for Q3 2025, driven by improved efficiency and cost control.
The company's own organic brands showed strong growth, with a 9% organic growth in the Nordic division and 8.2% overall.
Cash flow remained stable, with leverage improving to 1.6 times, indicating a stable financial position.
The restructuring program aims to accelerate margin improvement with targeted savings of 20 million SEK.
Despite challenges, the company managed to maintain production and protect sales after a fire in its Spanish plant, showcasing operational resilience.

Negative

Net sales declined by 2.6% due to currency impacts and the fire in Spain, with a 0.4% organic decline.
The first nine months showed a slight net sales decline, impacted by discontinued license brands and a change in business model.
The EI margin for the first nine months decreased by 0.1% to 3.2%, reflecting challenges in sales mix and efficiency.
The fire in Spain caused a significant production disruption, impacting sales by approximately 75 million SEK.
Higher raw material prices and shortages could affect gross margins, with price adjustments needed to offset these costs.

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

MSONb.ST - Midsona AB
Q3 2025 Midsona AB Earnings Call
Oct 22, 2025 / 09:00AM GMT

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Presentation
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Okay.

Good morning everybody and welcome to this presentation of MONA's 3rd quarter 2025 results. My name is Henry Calmason. I am the President and CEO and with me I have Max Bucado, CFO.

We will spend the coming 20 minutes or so going through an overview of the 3rd quarter, as well as by Max a bit more details on the financials, after which time there will be plenty of time for questions. But before we go into this, just a few words on Mitsona for those of you who might be new to us.

We are, one of the European leaders within the space of food that's good for you and good for the world, with a mission to provide healthy food for people and planets. Most of our products are plant-based, and are vegetarian, and many are

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