Kerry Group PLC (LSE:KYGA)

Half Year 2026 Kerry Group PLC Earnings Call Transcript

Jul 29, 2026 / 07:30 AM GMT

Release Date Price: €83.8 (-0.48%)

Transcript

Key Points

Positve

Kerry Group PLC (KRYAF) reported a strong performance in the first half of 2026, with a volume growth of 3.3%, surpassing market expectations.
The company achieved a 60 basis points expansion in EBITDA margins, driven by their Accelerate 2.0 program, net pricing, operating leverage, and portfolio mix.
Kerry Group PLC (KRYAF) maintained its guidance range of 6 to 10% constant currency EPS growth for 2026, indicating confidence in their financial outlook.
The company has set ambitious 2030 targets, including a 3 to 5% volume growth and an EBITDA margin target of 20 to 21%, supported by efficiencies, operating leverage, and portfolio mix.
Kerry Group PLC (KRYAF) has a strong innovation pipeline, with renovation opportunities accounting for 40% of their pipeline, providing a catalyst for organic growth and margin expansion.

Negative

Despite strong performance, the company acknowledges current market uncertainty, which could impact future growth.
The European market is expected to see limited growth, with a target of around 1 to 2% volume growth, indicating challenges in this region.
The company's growth in China is expected to be modest, reflecting challenges in this key market.
Kerry Group PLC (KRYAF) faces potential inflationary pressures, which could impact their margin expansion targets.
The company's market share in the food service channel is still in the low 10s, indicating room for improvement in capturing market opportunities.

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

KYGa.I - Kerry Group PLC
Half Year 2026 Kerry Group PLC Earnings Call
Jul 29, 2026 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Hello and thank you for standing by, my name is John and I will be your conference operator today.

At this time, I would like to welcome everyone to the KR H12026 results and 2030 targets presentation.

All lines have been placed and mute to prevent any background noise.

After the speaker's remarks, there will be a question-and-answer session.

If you would like to ask a question during this time, simply press star followed by the number 1 on your telephone keypad, and to withdraw your questions, simply pressw again.

I would now like to turn the conference over to William Lynch, head of investor relations, please go ahead.

Good morning and thank you for joining the Q&A call for

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