Lassonde Industries Inc (TSX:LAS.A)
C$ 215 (0%) Market Cap: 1.47 Bil Enterprise Value: 2.16 Bil PE Ratio: 12.77 PB Ratio: 1.39 GF Score: 82/100
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Q1 2025 Lassonde Industries Inc Earnings Call Transcript

May 9, 2025 / 12:30 PM GMT
Release Date Price: C$211 (+1.48%)

Key Points

Positve
  • Lassonde Industries Inc (LSDAF) reported a 22.8% increase in sales, reaching $700 million, with a 9.3% growth excluding foreign exchange impact and recent acquisitions.
  • The company gained market share in both Canadian and US beverage activities, driven by effective merchandising and strategic initiatives.
  • The new single-serve line in North Carolina is now producing at expected levels, with full production anticipated by the end of the second quarter.
  • Strategic investments, including a new facility in New Jersey and in-house juice box production in the US, are on schedule and within budget.
  • The specialty food segment, including the Summer Garden acquisition, showed strong performance with a 24% margin, contributing positively to overall results.
Negative
  • Gross profit margin contracted to 24.9% due to higher costs of certain inputs like oranges, pineapples, and apples, despite a favorable sales mix in the US.
  • Operating activities required $60 million in Q1 2025, reflecting higher working capital needs and increased raw material inventories.
  • Net debt increased to $587 million, driven by financing inventory and capital expenditures, with a leverage ratio expected to remain elevated until the end of 2026.
  • The company faces significant economic and geopolitical uncertainties, requiring vigilance and adaptability in strategic execution.
  • Promotional activities have increased in the US market, potentially impacting pricing strategies and competitive positioning.


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

LASa.TO - Lassonde Industries Inc
Q1 2025 Lassonde Industries Inc Earnings Call
May 09, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen.

Thank you for standing by. Welcome to Leonda Industries 2025, 1st quarter earnings conference call. Corporation's press release, reporting, financial results was published yesterday after the market closed. It can be found on its website at laonde.com along with the MDNA and financial statements.

These documents are available on CDar Plus as well. Presentation supporting this conference call was also posted on the website. At this time, all participants are in a listen-only mode. Following the presentation, we will conduct a question and answer session. Instructions will be provided at that time for you to queue up for questions. If anyone has difficulties hearing the
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