Saputo Inc
TSX:SAP

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Saputo Inc
TSX:SAP
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Price: 40.78 CAD 0.92% Market Closed
Market Cap: 16.7B CAD

Saputo Inc
Investor Relations

Saputo Inc., a name that resonates in the global dairy landscape, traces its roots back to the entrepreneurial spirit of its founder, Giuseppe Saputo, who immigrated from Italy to Canada with his family in the 1950s. The company, which began humbly with a bicycle and a dream, has since evolved into one of the world’s largest dairy producers. Headquartered in Montreal, Quebec, Saputo’s operations are anchored in the transformation of milk into a broad array of dairy products. They have strategically expanded their footprint through acquisitions, encompassing markets across North America, Australia, and Argentina, among others. This steady growth has allowed Saputo to diversify its offerings and streamline its supply chain, optimizing operational efficiencies while maintaining their hallmark quality.

Saputo's income engine is fueled by its varied portfolio which includes cheese, fluid milk, and cream products, in addition to value-added offerings like dairy ingredients, specialty cheeses, and alternative dairy products. This product diversification not only meets a wide array of consumer needs but also buffers the company against market volatility. Saputo has adeptly managed to balance its traditional dairy operations with emerging trends such as organic and plant-based products, catering to evolving consumer preferences. By maintaining a keen eye on innovation and tradition, Saputo continues to leverage its market position to maximize profitability, expertly navigating the complexities of the dairy sector while remaining true to its foundational values.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Nov 7, 2025
AI Summary
Q2 2026

Revenue Stability: Saputo reported Q2 revenue of $4.7 billion, holding steady compared to last year, with gains in Canada offsetting declines in the U.S. and internationally.

Strong Profit Growth: Adjusted EBITDA rose 16% to $450 million, and adjusted EPS increased 30% to $0.48, driven by higher sales volume, cost controls, and operational efficiencies.

Cash Flow & Debt: Operating cash flow surged 130% to $372 million, and net debt to EBITDA improved to 1.88, giving the company strong financial flexibility.

Margin Expansion: Broad-based margin gains, especially in Canada and the U.S., came from efficiency initiatives, product mix, and disciplined cost management.

Positive Outlook: Management expressed confidence in sustainable growth, further margin upside, and continued share buybacks, with expected continued improvements in the second half.

Key Financials
Revenue
$4.7 billion
Adjusted EBITDA
$450 million
Net Earnings
$185 million
Adjusted Net Earnings
$198 million
Adjusted EPS
$0.48
Operating Cash Flow
$372 million
Year-to-date Operating Cash Flow
$689 million
Capital Expenditure
$84 million
Net Debt to EBITDA
1.88
Return to Shareholders (6 months)
$376 million
Shares Repurchased (subsequent to quarter)
1.3 million shares for approximately $44 million
Canada Revenue
$1.4 billion
Canada Adjusted EBITDA
$179 million
Canada Adjusted EBITDA Margin
13%
U.S. Revenue
$2.2 billion
U.S. Adjusted EBITDA
$167 million
International Revenue
$871 million
International Adjusted EBITDA
$79 million
Europe Revenue
$324 million
Europe Adjusted EBITDA
$25 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Lino Anthony Saputo Jr.
Executive Chair
No Bio Available
Mr. Carl Colizza
President & CEO
No Bio Available
Mr. Maxime Therrien C.A., CPA
CFO & Secretary
No Bio Available
Mr. Frank Guido
Chief Operating Officer
No Bio Available
Ms. Gaetane Wagner
Chief Human Resources Officer
No Bio Available
Ms. Leanne Cutts
Chief Commercial Officer
No Bio Available
Mr. Nicholas Estrela
Director of Investor Relations
No Bio Available
Ms. Isabelle Viger
Senior Vice President of Legal Affairs
No Bio Available
Mr. Martin Gagnon
Chief Sustainability & Corporate Development Officer
No Bio Available
Mr. Terry Brockman
Chief Business Officer of Dairy Division (USA)
No Bio Available

Contacts

Address
QUEBEC
ST-LEONARD
6869 boul Metropolitain E
Contacts
+15143286662.0
www.saputo.com