Saputo's FY 2025 results show strong organic growth, robust free cash flow, and successful restructuring, despite headline EPS misses from non-cash charges. The company is delivering nearly 8% annualized returns to shareholders via dividends and buybacks, with further upside from a $30 price target (15% above current levels). Saputo's balance sheet is cleaner after significant deleveraging, and operational improvements position it well against industry headwinds and tariff risks.
Start Time: 08:00 January 1, 0000 9:02 AM ET Saputo Inc. (OTCPK:SAPIF) Company Participants Carl Colizza - President, Interim COO & CEO Maxime Therrien - CFO & Secretary Nicholas Estrela - Director of Investor Relations Conference Call Participants Christopher Li - Desjardins Securities Inc., Research Division Irene Ora Nattel - RBC Capital Markets, Research Division John Zamparo - Scotiabank Global Banking and Markets, Research Division Mark Robert Petrie - CIBC Capital Markets, Research Division Michael Van Aelst - Unidentified Company Riad Diab García - BMO Capital Markets Equity Research Scott Michael Marks - Jefferies LLC, Research Division Vishal Shreedhar - National Bank Financial, Inc., Research Division Operator Hello, and welcome to the Saputo Inc. Fourth Quarter 2025 Financial Results Call. [Operator Instructions] I will now turn the conference over to Nick Estrela.
Saputo's global expansion and strategic acquisitions have solidified its position among the world's top 10 dairy processors, with significant revenue growth from the U.S. and international markets. Despite rising input costs and tighter margins, Saputo's strong cash flow, share buybacks, and dividend yield make it a stable investment in a volatile market. Valuation models suggest a price target of $29-$30, indicating a potential upside of 10.4%, with an annualized return up to 7.9% when including dividends and buybacks.
![]() SAPIF In 1 month Estimated | Quarterly | $0.14 Per Share |
![]() SAPIF 1 month ago Paid | Quarterly | $0.14 Per Share |
![]() SAPIF 4 months ago Paid | Quarterly | $0.13 Per Share |
![]() SAPIF 7 months ago Paid | Quarterly | $0.13 Per Share |
![]() SAPIF 10 months ago Paid | Quarterly | $0.14 Per Share |
![]() SAPIF 18 Jun 2024 Paid | Quarterly | $0.14 Per Share |
7 Aug 2025 (In 2 weeks) Date | | 0.38 Cons. EPS | - EPS |
6 Aug 2025 (In 1 week) Date | | - Cons. EPS | - EPS |
4 Jun 2025 Date | | - Cons. EPS | 0.12 EPS |
6 Feb 2025 Date | | - Cons. EPS | - EPS |
7 Nov 2024 Date | | 0.28 Cons. EPS | 0.27 EPS |
![]() SAPIF In 1 month Estimated | Quarterly | $0.14 Per Share |
![]() SAPIF 1 month ago Paid | Quarterly | $0.14 Per Share |
![]() SAPIF 4 months ago Paid | Quarterly | $0.13 Per Share |
![]() SAPIF 7 months ago Paid | Quarterly | $0.13 Per Share |
![]() SAPIF 10 months ago Paid | Quarterly | $0.14 Per Share |
![]() SAPIF 18 Jun 2024 Paid | Quarterly | $0.14 Per Share |
7 Aug 2025 (In 2 weeks) Date | | 0.38 Cons. EPS | - EPS |
6 Aug 2025 (In 1 week) Date | | - Cons. EPS | - EPS |
4 Jun 2025 Date | | - Cons. EPS | 0.12 EPS |
6 Feb 2025 Date | | - Cons. EPS | - EPS |
7 Nov 2024 Date | | 0.28 Cons. EPS | 0.27 EPS |
Packaged Foods Industry | Consumer Defensive Sector | Mr. Carl Colizza CEO | OTC PINK Exchange | CA8029121057 ISIN |
CA Country | 19,600 Employees | 17 Jun 2025 Last Dividend | 30 Sep 2014 Last Split | 15 Oct 1997 IPO Date |