MONTRÉAL, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Saputo Inc. (TSX: SAP) (“We”, “Saputo” or the “Company”) today announced that it has entered into a definitive agreement with Gloria Foods, the dairy and food holding company of Grupo Gloria, to sell an 80% interest in its Dairy Division (Argentina), valuing the business at an enterprise value of approximately $855 million ($630 million USD). With its retained 20% ownership interest, the Company expects to receive net proceeds, after tax, of approximately $543 mil ...

MONTRÉAL, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Saputo Inc. (TSX: SAP) (we, Saputo or the Company) reported today its financial results for the third quarter of fiscal 2026, which ended on December 31, 2025. All amounts in this news release are in millions of Canadian dollars (CDN), except per share amounts, unless otherwise indicated, and are presented according to International Financial Reporting Standards (IFRS). “Our third‑quarter results underscore the momentum building across our global platform,” said C ...

MONTRÉAL, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Saputo Inc. (TSX: SAP) (we, Saputo or the Company) reported today its financial results for the third quarter of fiscal 2026, which ended on December 31, 2025. All amounts in this news release are in millions of Canadian dollars (CDN), except per share amounts, unless otherwise indicated, and are presented according to International Financial Reporting Standards (IFRS). “Our third‑quarter results underscore the momentum building across our global platform,” said C ...

Core Viewpoint - Saputo is set to release its fiscal 2026 third quarter results on February 5, 2026, with a conference call scheduled for February 6, 2026, to discuss the results [1]. Company Overview - Saputo is one of the top ten dairy processors globally, producing a wide range of high-quality dairy products, including cheese, fluid milk, extended shelf-life milk, cream products, cultured products, and dairy ingredients [4]. - The company is a leading cheese manufacturer and fluid milk and cream processor in Canada, a major dairy processor in Australia, and the top dairy processor in Argentina [4]. - In the USA, Saputo ranks among the top three cheese producers and is a significant producer of extended shelf-life and cultured dairy products [4]. - In the United Kingdom, Saputo is the leading manufacturer of branded cheese and dairy spreads [4]. - The company also produces and distributes a variety of dairy alternative products and operates under market-leading brands as well as private label brands [4]. - Saputo Inc. is publicly traded on the Toronto Stock Exchange under the symbol "SAP" [4].

Summary of Yili Industrial (600887.SS) Corporate Day Company Overview - **Company**: Yili Industrial - **Industry**: Consumer & Leisure (Dairy Sector) Key Takeaways from the Corporate Day 1. **2025 Performance and Guidance**: - Management maintains guidance for positive sales growth and above 9% net profit margin (NPM) in 2025 - Growth driven by solid performance in non-UHT milk products and resilient UHT milk performance - UHT milk achieved stabilized market share; chilled liquid milk recorded positive growth in 9M25 - Cheese, milk powder, and ice cream delivered strong performance with double-digit percentage (DD%) sales growth in 9M25, expected to maintain for FY25 - Emerging channels (E-commerce, membership KAs, discounter stores, community stores) account for approximately 30% of UHT milk channel mix, while traditional supermarkets declined to 20% [1][1][1] 2. **2026 Outlook**: - Management expects improvement in raw milk supply/demand dynamics with herd cuts and stabilization of raw milk prices - Aims to outgrow the industry with positive sales growth in liquid milk in 2026, leveraging the Lunar New Year (LNY) season for growth through integrated marketing activities - Continued collaboration with emerging channels is planned - Confidence in cheese, milk powder, and adult nutrition products for 2026 [1][1][1] 3. **Infant Milk Formula (IMF) Strategy**: - Targeting double-digit percentage sales growth in milk powder - Aims to achieve No. 1 market share for Pro-kido by 2027, already holding No. 1 market share for Pro-kido + Ausnutria in 2025 - Anticipates a slight decline in new births in 2025 compared to 2024, but expects a slight increase in 2026 due to the Year of Horse in China [1][1][1] 4. **Long-term Growth Pillars**: - Cheese and dairy deep-processing identified as emerging long-term growth pillars - EU anti-dumping measures favoring domestic leaders in the Chinese dairy industry - Upgrades in adult nutrition and overseas business expected to drive incremental growth with potential double-digit percentage sales growth in 2026 [1][1][1] Financial Projections - **12-month Price Target**: Rmb33.90 - **Current Price**: Rmb27.68 - **Market Cap**: Rmb177.1 billion / $25.4 billion - **Revenue Projections**: - 2025: Rmb116.75 billion - 2026: Rmb119.00 billion - 2027: Rmb122.01 billion - **EBITDA Projections**: - 2025: Rmb16.10 billion - 2026: Rmb17.25 billion - 2027: Rmb18.55 billion - **EPS Projections**: - 2025: Rmb1.70 - 2026: Rmb1.79 - 2027: Rmb1.98 - **P/E Ratios**: - 2025: 16.3x - 2026: 15.5x - 2027: 14.0x - **Dividend Yield**: Expected to increase from 4.5% in 2025 to 5.4% in 2027 [7][7][7] Risks and Methodology - **Key Risks**: - Slower-than-expected demand for liquid milk premium products - Slower recovery in dairy demand - Increased competition [6][6][6] This summary encapsulates the essential insights from Yili Industrial's corporate day, highlighting the company's performance, strategic outlook, and financial projections.

Summary of Youran Dairy (9858.HK) Conference Call Company Overview - **Youran Dairy** is a leading player in the dairy industry, recognized as the largest raw milk provider globally in terms of dairy cow herd size and production volume as of 2020. The company was spun off from Yili and went public in Hong Kong in June 2021 [28][29]. Industry Context - **EU Dairy Product Tariff**: China has imposed provisional duties of 21.9-42.7% on certain EU dairy products, effective December 23, 2025. This primarily affects cheese and whipping cream, which constitute 20.7% of EU's market share in China [1][2]. - **Impact on Imports**: The EU accounted for 28.3% of China's dairy product imports in the first ten months of 2025, with cheese and whipping cream making up 9.1% and 1.6% of imports by raw milk equivalent volume [2][11]. Key Insights - **Raw Milk Oversupply**: China's raw milk supply has seen a surplus of 1-2 million tons in 2025, down from 3-4 million tons in 2024. The targeted EU dairy products import is estimated to be equivalent to ~0.8 million tons of raw milk, which could be replaced by domestic production, thus alleviating oversupply [3][17]. - **Domestic Demand for Solid Dairy Products**: The demand for deep-processed solid dairy products like whey, cheese, and butter has been growing, driven by high-end bakery and catering sectors. In 2024, China imported about 1 million tons of these products, with continued growth observed in 2025 [4][17]. - **Youran's Customer Development**: Youran's major customer, Yili, has established a solid dairy product production line with a daily capacity of 600 tons, which could substitute 15% of raw milk equivalent import volume at full utilization [4]. Financial Performance - **Earnings Summary**: - 2023: Net Profit -739 million RMB, Diluted EPS -0.195 RMB - 2024: Net Profit -691 million RMB, Diluted EPS -0.180 RMB - 2025E: Net Profit 541 million RMB, Diluted EPS 0.141 RMB (growth of 178.2%) [5][10]. - **Valuation Metrics**: - P/E ratio for 2025E is projected at 30.6, with a P/B ratio of 1.4 and ROE of 4.7% [5][10]. Market Outlook - **Target Price and Return**: The target price for Youran Dairy is set at HK$5.40, indicating an expected share price return of 13.2% [6][10]. - **Market Capitalization**: Youran Dairy's market cap is approximately HK$18.568 billion (US$2.387 billion) [6][10]. Risks and Considerations - **Key Risks**: Potential risks include lower-than-expected raw milk prices, reliance on the business performance of key customers, disease outbreaks at dairy farms, trade frictions affecting forage imports, and food safety issues [31]. Conclusion - Youran Dairy is positioned to benefit from the structural changes in the dairy market due to the EU tariff, which may enhance domestic raw milk demand. The company's strategic developments in solid dairy products and its strong market position suggest a positive outlook for future growth.

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Core Viewpoint - Austrian dairy group SalzburgMilch is planning a strategic merger with local peer Pinzgau Milch, aiming to create a joint company and enhance collaboration in dairy product manufacturing [1][5]. Company Overview - SalzburgMilch is Austria's third-largest dairy group, sourcing milk from approximately 2,400 farming suppliers and marketing over 600 products. It processes 331 million kilograms of milk annually and employs around 450 people [3]. - Pinzgau Milch, a contract manufacturer of dairy products, reported a turnover of €155 million in 2024, with 47% of its sales coming from exports. The company employs around 250 people and sources milk from about 1,000 farms, with nearly 60% being organic [4]. Financial Performance - In 2024, SalzburgMilch generated sales of €350 million ($405 million), with more than 40% derived from exports [4]. - Pinzgau Milch's turnover for 2024 was €155 million, with exports constituting 47% of its sales [4]. Strategic Intent - The merger is intended to optimize synergies, strengthen regionality and product quality, and ensure long-term viability of the farming structure while retaining added value within the region [2][5]. - The deal is part of a broader trend of mergers in the European dairy industry, following recent announcements by other major players [5][6].

Core Viewpoint - Serbian dairy company Imlek is being sold by private-equity investor MidEuropa to investment firm AJFH, with the transaction pending regulatory approvals [1] Company Overview - Imlek is described as the leading dairy business in Serbia and the Balkans, operating four production facilities in Belgrade and processing 400 million liters of milk annually from over 3,500 farmers [2][3] - The company offers a variety of dairy products, including butter, yogurt, flavored milk drinks, cheese, and kefir, and owns several brands such as Moja Kravica and Mlekara Subotica [3] Transaction Details - The acquisition is led by Andrej Jovanović, the entrepreneur behind AJFH, and Imlek's CEO Bojan Radun, with plans to drive the company's growth [2][3] - The transaction is expected to close in the first quarter of the upcoming year [3] Leadership Background - Andrej Jovanović co-founded Marbo Products, now a subsidiary of PepsiCo, and has experience in the food and drinks sector [4] - Bojan Radun has been CEO of Imlek since 2018 and has a significant interest in juice producer Nectar [5] Financial Context - MidEuropa previously acquired Imlek as part of its purchase of Danube Foods Group, which reported revenues of €400 million (approximately $461 million) in 2014 [5]

Core Insights - Unternehmensgruppe Theo Müller has agreed to acquire a production site and associated brands from Hochwald Foods, including the Lüneburg facility and its 150 employees, although financial details were not disclosed [1][2] - The acquisition includes all trademark rights and products of the Elinas and Lünebest brands, with production continuing at the Lüneburg plant, aimed at complementing Müller's dairy product portfolio in the German market [2] - Hochwald Foods stated that the sale aligns with its strategy to focus on core offerings, as it sees limited development prospects for the acquired brands in a highly competitive yogurt segment [3][4] Company Performance - Hochwald Foods reported sales revenues of €2.01 billion ($2.3 billion) in 2024, reflecting a 2% increase from the previous year, with EBITDA rising by €22.9 million to €161.2 million [5] - Domestic sales accounted for 59% of Hochwald's turnover, while exports contributed the remaining share, with increased volumes to Arab markets noted [5] Strategic Moves - In 2023, Hochwald acquired the Tuffi brand from Müller, following regulatory clearance, which was part of a divestment condition for Müller’s acquisition of FrieslandCampina's German business [6] - Müller has been expanding its presence in the UK functional food market, highlighted by its acquisition of Biotiful Gut Health, a producer of kefir drinks and yogurts [7]