Tiger Brands Ltd (STU:UG5A)

Full Year 2025 Tiger Brands Ltd Earnings Call Transcript

Nov 26, 2025 / 08:00 AM GMT

Release Date Price: €17.9 (+7.83%)

Transcript

Key Points

Positve

Tiger Brands Ltd (STU:UG5A) reported a strong cash conversion rate of 90%, indicating efficient cash management.
The company achieved significant volume growth of 3.5%, which increases to 5.8% when excluding discontinued SKUs.
Tiger Brands Ltd (STU:UG5A) returned 10 billion rand to shareholders through special dividends and share buybacks, showcasing strong capital allocation.
The company has made substantial progress in sustainability commitments, including securing supply chains and reducing emissions.
Tiger Brands Ltd (STU:UG5A) has successfully optimized its portfolio, completing several disposals and rationalizations ahead of schedule.

Negative

The company faces challenges in maintaining competitive pricing in the carbonated soft drink market, impacting beverage sales.
There are ongoing risks related to supply chain disruptions, particularly in securing raw materials like wheat and sunflower oil.
Tiger Brands Ltd (STU:UG5A) has experienced issues with canned supplies for its pesticide business, affecting sales during peak seasons.
The personal care segment is under pressure due to competitive pricing, particularly in the skin care category.
The company acknowledges that its working capital efficiency of 52 days may not be sustainable long-term, indicating potential future adjustments.

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

TBSJ.J - Tiger Brands Ltd
Full Year 2025 Tiger Brands Ltd Earnings Call
Nov 26, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, those of you here with us at the JSC in person as well as those joining us online. My name is Barrati Mahlele, Investor relations at Tiger Brands, and I have the pleasure of welcoming you to the Tiger Brands FY25 results presentation.

I'd like to acknowledge the presence of the Chairman of our board, Mrs. Geraldine Fraser Moleketi, members of our board, as well as our executive committee members who are with us today.

Later on, joining me on stage will be the CEO of Tiger Brands, Mr. Chat Kruger, as well as the CFO Mr. Tishen Govender, and they will be taking us through the presentation this morning.

Before I hand over to chatt, I'd like to bring your attention to our

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