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Aug 13 2025, 07:10 IST/BST
Glanbia
H1-25 results ahead, guidance raised
DAVY VIEW
Glanbia’s H1-25 EBITDA came in 6.5% ahead of our forecast. Notably, Optimum Nutrition (ON) returned to positive like-for-like (LFL) revenue growth in the second quarter (+2%), ahead of our forecast of -3.3%. The H1 result prompts an upward revision to full-year guidance, we envisage a 6% upgrade to our FY25 EPS forecast. Separately, Glanbia has announced that Paul Duffy (current director) will be appointed Company Chair on January 1st 2026 in place of Donard Gaynor.
