Full Year 2025 Oceana Group Ltd Earnings Call Transcript

Nov 24, 2025 / 08:00 AM GMT

Transcript

Key Points

Positve

Oceana Group Ltd (OCGPF) has invested heavily in its wild caught business, enhancing vessel maintenance and productivity, which is starting to pay dividends.
The Lucky Star brand continues to perform well, with revenue up 6% and operating profit up almost 10%, despite a tough market environment.
The African businesses of Oceana Group Ltd (OCGPF) have shown strong performance, contributing to a 58% increase in operating profit.
The wild caught seafood segment delivered a significant turnaround, driven by a record-breaking performance from the Hake business.
Oceana Group Ltd (OCGPF) has made strategic investments in fish meal and fish oil plants, which are expected to yield positive results in the future.

Negative

Oceana Group Ltd (OCGPF) reported a decrease in operating profit by 23.2% to 1.3 billion rand, primarily due to lower global fish oil prices.
Headline earnings per share decreased by 38.4%, reflecting lower earnings and increased net interest expenses.
The dividend for the year decreased by 42.4%, which is slightly higher than the decline in headline earnings per share.
The net debt to EBITDA ratio increased to 1.7 times, indicating higher leverage compared to the previous year.
The fish meal and fish oil segment experienced a significant drop in operating profit, driven by a 53% decrease in oil prices.

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

OCEJ.J - Oceana Group Ltd
Full Year 2025 Oceana Group Ltd Earnings Call
Nov 24, 2025 / 08:00AM GMT

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Presentation
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Good morning everybody and thank you for joining us on this fine Monday morning in Cape Town. Our annual results presentation for 2025.

And let me just take you through the format. So we've got about an hour and a half. I will take you through an overview. And I'll cover our three, pillars. And then I'll hand over to Zaf, who'll take us through the financial results, and then I'll go back to our outlook and a Give you an indication of what we're facing for the next year and then happy to answer some questions.

So let's kick off.

Just when, and I just want to take you back a step. What I've done slightly different this presentation, I've put 4 context slides in the presentation. One for a group, and one for

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