Ulker Biskuvi Sanayi AS (FRA:A7G)

Q2 2025 Ulker Biskuvi Sanayi AS Earnings Call Transcript

Aug 19, 2025 / 01:00 PM GMT

Release Date Price: €21.4

Transcript

Key Points

Positve

Ulker Biskuvi Sanayi AS (IST:ULKER) launched new products that contributed 4% to Q2 snacking revenue, showcasing strong consumer engagement and innovation.
The company maintained its leadership position in key markets with a 33% share in biscuits, 27% in chocolate, and 14% in cakes in Turkey.
Ulker Biskuvi Sanayi AS (IST:ULKER) achieved a solid 8.8% revenue growth in the first half of 2025, driven by strategic initiatives and operational excellence.
The company has been recognized for its sustainability efforts, achieving an A rating in CDP supplier engagement assessment and launching bio-fortified biscuits.
Ulker Biskuvi Sanayi AS (IST:ULKER) has a strong international presence, with 28% of total revenue coming from export and international operations.

Negative

The Turkish economy remains challenging with a 35% CPI and 24% PPI, impacting the company's operations.
High input costs, particularly in cocoa and energy, have pressured profit margins, leading to a decrease in gross profit margin to 27.2%.
The company's EBITA in export business deteriorated by 20.8% due to the weakening correlation between inflation and currency devaluation.
In the Middle East, EBITA declined by 22.1% due to higher raw material and energy costs, affecting profitability.
Ulker Biskuvi Sanayi AS (IST:ULKER) faces competitive pressures in the Middle East, leading to aggressive promotional activities and impacting margins.

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

ULKER.IS - Ulker Biskuvi Sanayi AS
Q2 2025 Ulker Biskuvi Sanayi AS Earnings Call
Aug 19, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon everyone and welcome to the service 2nd quarter 202 results.

Thank you for joining us today. I'm leading the investor relations department. I will briefly walk you through the agenda before handing over to our speakers, our CEO of the radio. Start with an overview of the price performance and his specific highlights.

Then our Cfoian will provide the details to you of the financial results. After the presentation, we will open the line for questions. With that, let me now hand it over to our COO.

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Unidentified_2 [2]
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