Brief: Saputo Q1 Revenue CAD 4,631 Million Vs. IBES Estimate CAD 4,763 Million

Saputo

07/08/2025 22:00

Overview

Saputo fiscal Q1 revenue rises 0.5% yr/yr, misses analyst expectations, per LSEG data

Adjusted EBITDA for fiscal Q1 up 11.2%, driven by operational improvements

Co repurchased 4.7 mln shares and raised dividend by 5.3%

Outlook

Saputo expects organic sales growth in USA Sector driven by retail expansion

Company anticipates operating margin expansion through optimization initiatives

New US milk pricing formula expected to positively impact USA results

Saputo forecasts strong Canada Sector performance due to operational efficiencies

Result Drivers

HIGHER SELLING PRICES - Co says increased prices in domestic and international cheese and dairy markets drove revenue growth

OPERATIONAL IMPROVEMENTS - Efficiency initiatives and cost management supported adjusted EBITDA growth

UNFAVORABLE US MARKET - Lower US dairy commodity prices negatively impacted revenue, partially offset by strategic pricing

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Miss
C$4.63 bln
C$4.76 bln (6 Analysts)
Q1 Adjusted EBITDA
C$426 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the food processing peer group is "buy"

Wall Street's median 12-month price target for Saputo Inc is C$29.00, about 0.7% below its August 6 closing price of C$29.21

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nGNX1dN8D3

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)