Q4 2025 Scandi Standard AB (publ) Earnings Call Transcript
Key Points
- Scandi Standard AB (FRA:0SL) reported a 9% growth in net sales for Q4 2025, driven by a shift from other proteins to poultry.
- The company achieved a 46% increase in EBIT, with margins improving to 4.5%, largely due to enhancements in the ready-to-cook segment.
- A dividend proposal of SEK 3.36 per share was announced, marking a 32% increase compared to the previous year.
- The company is on track with the integration of acquired entities, supporting its growth strategy.
- Scandi Standard AB (FRA:0SL) has a strong market position in its five home markets, benefiting from consumer preference for domestic produce.
- There were lower net sales in Finland due to the exit from a loss-making contract.
- Technical accounting adjustments in Norway impacted the topline, although the market contributed positively overall.
- The ready-to-eat segment experienced a significant drop in EBIT compared to Q4 2024, due to delays in passing through increased raw material costs.
- Feed costs remain a concern, as they constitute one-third of the company's cost base, with ongoing volatility expected.
- The company faces challenges in maintaining low antibiotic use, linked to issues in oil production.
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Good morning, everyone, and welcome to this presentation of Scandi Standard results for Q4 2025.
My name is Jonas Tunestål, and I'm the CEO and managing director of Scandi Standup. By my side I have Fredrik Sylwan, our CFO, and I'm really pleased to have him by my side today. So, I'm also glad to report a strong quota and result.
So next slide please. In Q4 2025, we see a strong growth in net sales and margins. We have a 9% growth, and that is mainly driven by substitutions from other proteins. Long-term we see this underlying growth in poultry and chicken.
We have managed to do a 46% increase in EBIT, and the margins is up to 4.5% and that is based on a solid improvement in our ready to cook business. We also have a net size growth and ready to eat, and but we have gradual margin improvement and recovery underway. Our integrations of our acquired entities are also on track, and we have a dividend proposal of 3.36 per share, and that is up 32%
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