Acomo N.V. earnings date
Acomo N.V. (8AC) Q4 2025 Earnings Report
DE:8AC Q4 2025 EPS Results
- Actual EPS
- EUR 1.04
- Consensus EPS
- ―
- Beat/Miss
- ―
- One Year Ago EPS
- EUR 0.92
DE:8AC Q4 2025 Revenue Results
- Actual Revenue
- EUR 705.19M
- Expected Revenue
- ―
- Beat/Miss
- ―
- YoY Revenue Growth
- +1.52%
Earnings Announcement Details
- Quarter
- Q4 2025
- Date
- 03/05/2026
- Time
- Before Open
- Conference Call
- Thursday, March 5, 2026
Acomo N.V.'s next earnings date is estimated for March 3, 2027, based on past reporting schedules.
Q4 2025 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q4 2025 Earnings Slide Deck
No slide deck is available for this earnings event.
Q4 2025 Earnings Call Summary
The call highlights a clear positive operating year with record sales, strong net profit improvement (+64%), record EPS and segment successes (Spices & Nuts, Food Solutions and recovery in Organic Ingredients). These positives are tempered by concentrated, but manageable, headwinds: substantial working capital build (EUR 164m) driven by high inventory values (notably cocoa), operational challenges and temporary production shutdown in Edible Seeds, and persistent pressure in Tea. Management outlined corrective actions (operational fixes, organizational changes, centralization in Tea), expects cocoa prices and working capital to normalize (cocoa ~USD 6,000/tonne end‑2025 to ~USD 3,000/tonne early‑2026) and reaffirmed midterm targets. Overall, the favorable financial results and clear remediation plans outweigh the cited challenges.
Management reiterated mid‑term guidance and expects 2026 to see more normalized commodity prices and lower working capital, forecasting leverage to decline during 2026 after €164m of working‑capital consumption in 2025; they expect the Edible Seeds business to largely return to normal in 2026 (SunButter production outage in Q4 resumed end‑Jan 2026) with H1 EBITDA potentially a little below H1 2025 and a catch‑up in H2. Key 2025 metrics cited: group sales +7% to €1.5bn, adjusted EBITDA up roughly 8.7–9% (company referenced €118.2m and also cited €180m in different contexts), EBITDA margin improved to 8.1% (from 8.0%) toward a 9% target, net profit +64% to €74m, adjusted EPS +8.8% to €2.18, operating cash flow excluding working capital up ~12% (≈€120m), a proposed dividend €1.40/share (+12% vs 2024, payout ~65% vs 70% policy), and cocoa prices falling from ~$6,000/t at end‑2025 to ~$3,000/t today — all of which underpin the company’s commitment to its sales, margin, leverage and dividend ambitions.
- Record Group Sales and Top-Line GrowthGroup sales increased by 7.4% year‑on‑year to approximately EUR 1.5 billion (around +10% on a constant currency basis per management commentary), delivering a record sales year.
- Strong Profitability and Net Income ImprovementNet profit improved by 64% year‑on‑year to EUR 74 million, driven by higher operating income and lower financing costs; operating income rose ~43.5%.
- Adjusted EBITDA and Margin ProgressAdjusted EBITDA grew by 8.7% to EUR 118.2 million and the EBITDA margin expanded slightly from 8.0% to 8.1%, showing progress toward the midterm 9% target.
- Record Adjusted Earnings Per ShareAdjusted EPS increased by 8.8% to EUR 2.18, representing a record performance for the company.
- Record Segment Performance — Spices & Nuts and Food SolutionsSpices & Nuts delivered an all‑time high performance with every company in the segment posting record results; Food Solutions posted a record EBITDA year supported by strong volume growth and commissioning of a new wet blend facility (capacity to potentially triple output).
- Organic Ingredients RecoveryOrganic Ingredients showed a healthy recovery after prior cocoa hedging impacts, with strong performance across categories (cocoa, coffee, fruit & vegetable, nuts & seeds) and improved margins, contributing materially to group results.
- Dividend and Capital AllocationProposed full‑year dividend of EUR 1.40 per share, a 12% increase versus 2024, consistent with the company's payout policy and signaling confidence in cash generation.
- Strategic M&A and Geographic ExpansionAcquisition of Manuzzi (Nov 2025) expanded the Spices & Nuts footprint into Southern Europe; earlier bolt‑on Delinuts Nordics acquisition also integrated, supporting scale and top‑line growth initiatives.
- Sustainability and ESG ProgressObtained limited assurance on the sustainability statement for the second consecutive year, achieved substantial reductions in Scope 1 & 2 CO2 emissions, initiated SBTi work at Delinuts, installed adapted solar panels at a site, and Tradin Organic joined the Nature Positive initiative.
- Cash Flow and Operating Performance (ex‑Working Capital)Operating cash flow excluding working capital increased by ~12% year‑on‑year, reflecting improved underlying profitability.
DE:8AC Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Mar 03, 2027 | 2026 (Q4) | ―- | 1.04 | ― | ― |
| Jul 28, 2026 | 2026 (Q2) | ―0.94 | 1.42 | -34.06% (-0.48) | |
| Mar 05, 2026 | 2025 (Q4) | ―1.04 | 0.92 | 13.23% (+0.12) | |
| Jul 24, 2025 | 2025 (Q2) | ―1.42 | 0.61 | 132.95% (+0.81) | |
| Mar 07, 2025 | 2024 (Q4) | ―0.92 | 0.59 | 55.48% (+0.33) | |
| Jul 23, 2024 | 2024 (Q2) | ―0.61 | 0.75 | -18.45% (-0.14) | |
| Feb 20, 2024 | 2023 (Q4) | ―0.59 | 0.8 | -25.41% (-0.20) | |
| Jul 25, 2023 | 2023 (Q2) | ―0.75 | 1.05 | -28.83% (-0.30) | |
| Feb 21, 2023 | 2022 (Q4) | ―0.80 | 0.86 | -7.34% (-0.06) | |
| Jul 26, 2022 | 2022 (Q2) | ―1.05 | 0.97 | 8.80% (+0.09) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
