The earnings call highlighted Barry Callebaut's strategic advancements and financial stability through its investment program and secured liquidity. However, significant challenges from cocoa bean price volatility, increased operational costs, and volume declines weighed heavily on financial performance. The company is navigating these challenges with delayed cost savings implementation.
Company Guidance
During the call, Barry Callebaut provided guidance on various metrics. They anticipate a mid-single-digit decrease in sales volume due to a challenging environment but are maintaining their commitment to double-digit recurring EBIT growth in local currencies. The company has faced increased financing costs, which rose by CHF125 million year-on-year, primarily due to unprecedented cocoa bean price volatility. The bean price nearly doubled, significantly impacting customer behavior and financial performance. Despite these challenges, Barry Callebaut has secured additional liquidity through euro and Swiss bond issuances and has over 70% of their orders booked for the fiscal year. They are progressing with their Next Level cost savings plan, having achieved 40% of the targeted CHF250 million in synergies, although the full impact on the bottom line is delayed by 12 months due to current market disruptions. The company has also committed to ensuring the dividend per share will not be lower than in fiscal year '23-'24 during the transition period.
Strong Progress in Next Level Investment Program
Barry Callebaut has achieved 40% of the CHF250 million synergy target, with 36% of SKUs phased out and significant advancements in factory footprint optimization and digital initiatives.
Secured Liquidity and Financial Stability
The company successfully raised financing through a CHF300 million Swiss bond and an oversubscribed EUR1.8 billion bond, maintaining a strong balance sheet and comfortable liquidity.
Growth in Gourmet and Specialty Chocolates
Gourmet business showed resilience with a 0.7% volume growth, rebounding to 3.1% in the second quarter. Specialty Chocolates saw positive growth with a double-digit improvement in North America, EMEA, and Latin America.
Barry Callebaut AG (GB:0QO7) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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.
Beat
Missed
GB:0QO7 Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 10, 2025
CHF1052.80
CHF847.89
-19.46%
Nov 06, 2024
CHF1499.03
CHF1557.59
+3.91%
Apr 10, 2024
CHF1200.58
CHF1305.62
+8.75%
Nov 01, 2023
CHF1312.17
CHF1378.50
+5.06%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Barry Callebaut AG (GB:0QO7) report earnings?
Barry Callebaut AG (GB:0QO7) is schdueled to report earning on Nov 05, 2025, TBA Not Confirmed.
What is Barry Callebaut AG (GB:0QO7) earnings time?
Barry Callebaut AG (GB:0QO7) earnings time is at Nov 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.