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Kerry Group plc (KRYAY) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript
Kerry Group plc (KRYAY) Q4 2025 Earnings Call Transcript
Kerry Group shares have declined 20% despite robust performance, with expanding EBITDA margins and reaffirmed 2025 and 2028 targets. KRYAY reported strong H1 2025 results: revenue up 1.5%, EBITDA up 7%, and free cash flow per share at €2.21, supporting a new €300 million buyback. Management maintains guidance for 7%-11% adjusted EPS growth in 2025, with margin expansion and regional volume growth showing mixed trends.
Our biggest source of underperformance was the consumer staples sector as we had a number of laggards, including Kerry Group, Philip Morris and Diageo. On the positive side, the three new purchases we made in Q2 during the post-Liberation Day market meltdown—Lam Research, ASML and Thermo Fisher Scientific—were each among our top contributors to returns in Q3. Our top contributor in Q3 was Alphabet, a long-time holding.
Kerry Group plc (OTCPK:KRYAY) Q3 2025 Earnings Call October 23, 2025 3:00 AM EDT Company Participants William Lynch - Head of Investor Relations Edmond Scanlon - Group CEO & Executive Director Marguerite Larkin - CFO & Executive Director Conference Call Participants Patrick Higgins - Goodbody Stockbrokers UC, Research Division Alexander Sloane - Barclays Bank PLC, Research Division Edward Hockin - JPMorgan Chase & Co, Research Division Fulvio Cazzol - Joh. Berenberg, Gossler & Co. KG, Research Division Cathal Kenny - Davy, Research Division Presentation Operator Good morning, and thank you for standing by.
Kerry Group: Streamlining The Business After Selling The Dairy Division
Kerry Group is poised to benefit from the growing wellness trend among younger generations. Despite a challenging 2023, prudent financial management and cost-saving initiatives position Kerry Group for a strong rebound and margin expansion in 2024. The company's innovation pipeline and focus on health-conscious products align with consumer trends.
For St. Patrick's Day, you might crack open a Guinness brewed by Diageo PLC (NYSE: DEO). If that inspires you to investigate how Irish stocks may fit into your portfolio, you have quite a few to choose from.
Kerry Group is one of the largest players in the value add ingredients for the food and beverage industries. The company anticipates to increase its revenue by 4%-6% per year and reach an 18% EBITDA margin by 2026.