Q3 2025 Premium Brands Holdings Corp Earnings Call (Pre-Recorded) Transcript

Nov 10, 2025 / 11:30 AM GMT

Release Date Price: $64 (-2.82%)

Transcript

Key Points

Positve

Premium Brands Holdings Corp (PRBZF) achieved a record sales figure of $2 billion for the quarter, marking a 19.1% increase compared to the same period in 2024.
The company experienced significant organic volume growth, particularly in the US market, with a 24% increase driven by premium protein, sandwich, and artisan bakery products.
Adjusted EBITDA for the quarter rose by 12.4% to $179.1 million, primarily due to organic volume sales growth and improved operating efficiencies.
Free cash flow reached a record $85 million, representing an 18.2% increase from the third quarter of 2024, indicating strong cash generation capabilities.
The company is well-positioned to capitalize on major food trends such as increased protein consumption, premiumization, and convenience, which are expected to drive future demand.

Negative

Beef raw material costs reached record highs, impacting the company's margins despite efforts to implement targeted pricing actions.
Debt leverage levels increased slightly, with the senior debt to EBITDA ratio rising from 3.3 to 1 to 3.4 to 1, partly due to currency fluctuations and excess inventory levels.
Startup and restructuring costs for the quarter were high at $19 million, driven by ramp-up issues and new facility startups.
Higher depreciation, interest, and lease costs associated with new production capacity investments negatively impacted profitability.
The company faced challenges with delayed product launches, contributing to excess inventory levels and affecting financial ratios.

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

PBH.TO - Premium Brands Holdings Corp
Q3 2025 Premium Brands Holdings Corp Earnings Call (Pre-Recorded)
Nov 10, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome everyone to our 2025 3rd quarter conference call.

Thank you for joining us today. With me here is our CFO Will Kaludi.

Our presentation will follow the deck that was posted on our website this morning.

We're now on slide 3, which outlines key highlights for the quarter.

We delivered industry leading growth this quarter driven by the momentum of our core growth initiatives in the US which on a combined basis delivered organic volume growth of over 24%.

Our growth is especially noteworthy in the context of the slowing revenue trends for most of our peers.

As mentioned in my most recent letter to shareholders titled The Future of Food is in

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