Half Year 2025 Fonterra Co-Operative Group Ltd Earnings Call Transcript

Mar 19, 2025 / 09:00 PM GMT

Release Date Price: NZ$3.26 (+0.62%)

Transcript

Key Points

Positve

Fonterra Co-operative Group Ltd (NZSE:FCG) reported an 8% increase in profit after tax, reaching $729 million.
The company has successfully accelerated the advance rate schedule, providing cash to farmers sooner.
Fonterra announced new funding for farmers with low emissions milk and expanded the fixed milk price program.
The company paid a fully imputed interim dividend of $0.22 per share, up from an unimputed $0.15 last year.
Fonterra's ingredients channel achieved better margins and a favorable product mix, contributing to a $192 million increase in gross profit.

Negative

Operating expenses increased by $99 million, partially offsetting the improved gross profit.
Net debt increased by $1.3 billion to $5.5 billion, reflecting higher milk collections and value.
The food service and consumer channels experienced a decline in operating profits compared to last year.
The company's gearing ratio increased to 39.4% due to higher debt levels.
The global geopolitical outlook remains uncertain, posing potential risks to Fonterra's operations.

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

FCG.NZ - Fonterra Co-Operative Group Ltd
Half Year 2025 Fonterra Co-Operative Group Ltd Earnings Call
Mar 19, 2025 / 09:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
So, oh sorry, he told me to go.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you for standing by, and welcome to the Fonterra Cooperative Group's 2025 interim results briefing. All participants are in a listen-only mode. There'll be a presentation followed by a question and answer session. If you would like to ask a question, you'll press the star key followed by the number one on your telephone keypad. I'm now like to hand the conference over to Peter McBride, chair of Fonterra. Please go ahead.

----------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.