Almarai Company (2280) Earnings Call Transcripts

Almarai Company's Latest Earnings Call - Q1 FY2026

In the first quarter of fiscal year 2026, Almarai Company reported a revenue increase of 7% year-over-year, reaching SAR 393 million, driven primarily by volume growth in its poultry and dairy segments. Net income remained stable at SAR 732 million, reflecting a slight improvement in margins despite inflationary pressures on transportation costs. Management maintained its EBIT margin guidance of 14-16%, indicating a cautious but optimistic outlook amidst ongoing geopolitical uncertainties, particularly related to the Iran crisis.

Reported metrics

Guidance from management

Management maintained EBIT margin guidance of 14-16% for the fiscal year and indicated ongoing cost control measures to manage inflationary pressures. They are optimistic about future growth driven by new production facilities coming online.

What management said

Thank you, San. Welcome to Almarai First Quarter 2020 Earnings Call. This is Abdulhadi Alamri, Head of Investor Relations at Almarai. I'm here with my [indiscernible] and my Head of Finance, Mr. [indiscernible] First, I would like to thank [ Aarata ] for organizing and hosting this call and to Mohammad, our moderator. . As usual, I assume that you all have downloaded the Q1 2026 spanning presentation from our websit...

If I can add just one thing that Danko talked about the container cost for our raw material, like corn and soy and everything else. If you think of the poultry sector and you think of the imports coming in from overseas as well, they are facing the same pressure for importation as we are facing for raw material. The effect of the higher transportation costs on frozen is going to be a lot more than compared to fresh...

What analysts pressed on

Analysts expressed concerns about the potential long-term impacts of the Iran crisis on supply chain costs and pricing strategies. There were also questions regarding the sustainability of volume growth in the poultry segment amidst competitive pressures and rising costs.

Main topics on the call

• Volume Growth in Key Segments — Almarai achieved a 7% revenue growth largely through volume increases in poultry and dairy, with poultry sales contributing significantly. Management noted, "almost all of it is volume growth," highlighting strong demand...
• Stable Net Income Amid Cost Pressures — Net income for Q1 2026 was SAR 732 million, consistent with the previous year, despite rising transportation costs. Management stated, "we have a lot of factories that will get started or commissioned," indicating future...
• Geopolitical Impact Management — Management emphasized that the impact of the Iran crisis was minimal in Q1, stating, "overall, we are unaffected by the prices that we are all under exposed to at the moment." They are actively managing supply chain risk...
• Channel Mix Shift — There was a notable shift from traditional trade to modern trade channels, with modern trade growing by 14%. Management indicated this was a strategic choice related to Ramadan, stating, "this one is not a trend per se. ...

Read the full Almarai Company transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 13 Almarai Company earnings call transcripts on record, spanning January 21, 2020 to April 7, 2026. Based on this history, Almarai Company reports semi-annually. The most recent call on file is dated April 7, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

2280

Exchange

SASE

Country

SA

Sector

Consumer Staples

Industry

Food Products

Calls on record

13

First call

January 21, 2020

Most recent

April 7, 2026

Reporting cadence

semi-annually