Treatt H2 Earnings Call Highlights

4 days ago 8

MarketBeat

Tue, January 20, 2026 astatine 4:04 AM CST 7 min read

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FY25 results: Revenue fell to £132.5m (down 11.8%) with gross borderline astatine 25.9% (‑340bps) and nett earlier taxation (pre-exceptionals) of £10.3m, driven chiefly by sustained precocious citrus earthy worldly costs and weaker premium request successful North America that reduced volumes and delayed merchandise launches.
Actions and outlook: Treatt delivered outgo savings of astir £1.4m, returned £10m successful dividends positive a £5m buyback, opened a Shanghai Commercial & Innovation Center, signed an APAC organisation woody with IMCD, and is launching powdered citrus extracts successful H1 2026 portion targeting a instrumentality to gross maturation and nett currency successful FY26 arsenic citrus prices easiness and China recovers.
Governance and ownership: A recommended currency connection from Natara failed, Döhler present owns 28% with a ceremonial narration statement to support arm’s-length dealings, and the committee is progressing the hunt for imperishable CEO and CFO portion proposing a caller non-independent NED.
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Treatt (LON:TET) outlined a challenging fiscal twelvemonth arsenic the earthy ingredients supplier reported results for the twelvemonth ended 30 September 2025, citing sustained precocious citrus earthy worldly costs and softer user request successful parts of North America arsenic cardinal outer headwinds.

Interim Group Managing Director and CFO Manpreet Randhawa, who joined the institution conscionable nether six months ago, said the group’s show landed successful enactment with the revised expectations shared successful July, reflecting actions taken done the 2nd fractional of the year. Group Finance Director Kelly Gordon added that the diminution successful show was chiefly driven by changes successful lawsuit buying patterns amid precocious citrus prices and weaker premium request successful the U.S., alternatively than immoderate erosion successful lawsuit relevance.

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Treatt reported gross of GBP 132.5 million, down 11.8% twelvemonth implicit year. Management said the driblet was mostly volume-driven, with precocious citrus prices starring to less merchandise launches, delays successful reformulation work, and immoderate short-term substitution that peculiarly affected its practice citrus portfolio.

Gross borderline was 25.9%, down 340 ground points twelvemonth implicit year. Gordon attributed the borderline unit chiefly to citrus-related ostentation and merchandise mix, including weaker premium mix. Profit earlier taxation and exceptional items was GBP 10.3 million, with the institution noting that absorption actions helped but could not afloat offset the outer pressures successful the abbreviated term.