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.
Saputo Inc. (OTCPK:SAPIF) Q3 2025 Earnings Conference Call February 7, 2025 8:30 AM ET Company Participants Nick Astrella - Senior Director, Investor Relations Carl Colizza - President & Chief Executive Officer Maxime Therrien - Chief Financial Officer & Secretary Conference Call Participants Irene Nattel - RBC Capital Markets Mark Petrie - CIBC Michael Van Aelst - TD Cowen Chris Li - Desjardins Bank Vishal Shreedhar - National Bank Tamy Chen - BMO Capital Markets Operator Good morning, and welcome to Saputo, Inc.'s Third Quarter 2025 Financial Results Conference Call and Webcast. All participants are in a listen-only mode.
Saputo's stock is down 30% from mid-summer 2024 highs due to low growth, deteriorating margins, and fears of U.S. trade tariffs. Saputo actually possesses a substantial U.S. manufacturing footprint that mitigates tariff risks. Recent reported losses from Argentina have further clouded the picture, but, nonetheless, Saputo trades at an estimated P/FCF of 15x.
Saputo Inc., a Montreal-based dairy company, hit its 52-week and all-time low, prompting a deep dive into its latest performance and challenges. Despite steady revenue growth and operational efficiencies, Saputo's profit margins remain thin, with rising production costs eating into profitability. Valuation concerns arise as the stock's P/E ratio of 45.34x is misaligned with its negative earnings growth rate, suggesting potential overvaluation.
Desjardins analyst Chris Li lowered the firm's price target on Saputo to C$34 from C$35 and keeps a Buy rating on the shares.
Saputo Inc. (OTCPK:SAPIF) Q2 2025 Earnings Conference Call November 8, 2024 8:30 AM ET Company Participants Nicholas Estrela - Senior Director of Investor Relations Carl Colizza - President and Chief Executive Officer Maxime Therrien - Chief Financial Officer and Secretary Conference Call Participants Mark Petrie - CIBC Michael Van Aelst - TD Securities Christopher Lee - Desjardins Irene Nattel - RBC Capital Markets Vishal Shreedhar - National Bank Operator Thank you for standing by. I would like to welcome everyone to the Saputo Inc. Second Quarter 2025 Financial Results.
Saputo Inc. (OTCPK:SAPIF) Q1 2025 Earnings Conference Call August 9, 2024 8:30 AM ET Company Participants Nick Estrela - Investor Relations Lino Saputo - Executive Chair of the Board Maxime Therrien - Chief Financial Officer & Secretary Carl Colizza - President & Chief Executive Officer Leanne Cutts - President & Chief Operating Officer Conference Call Participants Irene Nattel - RBC Capital Markets Chris Li - Desjardins Michael Van Aelst - TD Cowen Tamy Chen - BMO Capital Markets Vishal Shreedhar - National Bank Financial Mark Petrie - CIBC Rob Dickerson - Jefferies Operator Good morning and welcome everyone to the Saputo, Inc. First Quarter 2025 Financial Results Conference Call. Today's conference is being recorded.
Saputo Inc. (OTCPK:SAPIF) Q4 2024 Earnings Call Transcript June 7, 2024 8:30 AM ET Company Participants Nick Estrela - IR Lino Saputo - Chairman, President and CEO Maxime Therrien - CFO and Secretary Carl Colizza - President and COO, North America Leanne Cutts - President and COO, International and Europe Conference Call Participants Irene Nattel - RBC Capital Markets Michael Van Aelst - TD Cowen Chris Li - Desjardins Tamy Chen - BMO Capital Markets Rob Dickerson - Jefferies Mark Petrie - CIBC Vishal Shreedhar - National Bank Operator Thank you for standing by. My name is Jeannie and I will be your conference operator today.