Glanbia shares jump 11% as guidance raised on strong H1 growth in H&N, Dairy

Published 13/08/2025, 09:18

Investing.com -- Glanbia (IR:GL9) shares jumped over 11% on Wednesday after the company raised its full-year adjusted earnings guidance, citing stronger Health & Nutrition and Dairy Nutrition performance in the first half of 2025.

The Kilkenny-based group now expects adjusted earnings per share of 130 to 133 $cent for the year, up from 124 to 130 $cent, according to its half-year results report.

Revenue for the six months ended July 5 increased 6% to $1.93 billion from $1.82 billion a year earlier. Health & Nutrition sales grew 18% to $313 million, with volumes up 6.9% and an 11.5% boost from acquisitions. 

Dairy Nutrition rose 14.1% to $763.7 million, driven by a 4.3% volume increase and 9.8% higher prices.

Performance Nutrition revenue fell 3.8% to $850 million as volumes dropped 3.5% and prices edged down 0.3%, weighed by declines in U.S. club and specialty channels. 

The Optimum Nutrition brand posted a 0.5% like-for-like decline for the half year but returned to 2% growth in the second quarter.

Group EBITDA before exceptional items fell 7.5% to $241.3 million, with margins narrowing to 12.5% from 14.4%. 

Segment margins were 12.7% for Performance Nutrition, 19.5% for Health & Nutrition and 9.5% for Dairy Nutrition.

Basic earnings per share dropped 28.6% to 39.04 $cent. Adjusted EPS declined 7.5% to 63.03 $cent. Profit after tax was $99.4 million, compared with $143.3 million a year earlier.

Net debt stood at $650 million, or 1.28 times adjusted EBITDA. The interim dividend was increased 10% to 17.20 €cent per share. Share buybacks totaled €62.8 million in the period.

The company completed the acquisition of Brazil-based Sweetmix and agreed to sell its Body & Fit e-commerce unit, with completion expected in the fourth quarter.

Paul Duffy was appointed chair designate to replace Donard Gaynor from Jan. 1, 2026.

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