The earnings call presented a generally positive outlook with strong sales growth across segments, particularly in Fragrance & Beauty and high-growth markets. Record EBITDA margins and significant innovations were key highlights. However, there were challenges with slightly negative free cash flow, volatility in North America, and softer demand in Fragrance Ingredients. Overall, the sentiment was positive, but tempered by some financial challenges.

Company Guidance -

Q4 2025

During the Givaudan 2025 Half Year Results Conference Call, the company reported strong financial performance despite ongoing geopolitical and macroeconomic challenges. The group achieved sales of CHF 3.864 billion, marking a 6.3% increase on a like-for-like basis and a 3.4% increase in Swiss francs. The comparable EBITDA reached CHF 973 million, resulting in a record margin of 25.2%, up from 24.8% in 2024. Net income rose to CHF 592 million, marginally up from CHF 588 million last year. However, free cash flow was slightly negative due to timing effects related to capital expenditures and tax payments. The Fragrance & Beauty division recorded sales of CHF 1.955 billion, growing 8.6% on a like-for-like basis, while the Taste & Wellbeing division saw sales of CHF 1.909 billion, up 4.1%. The company highlighted its strong growth in high-growth markets, particularly in India, Brazil, and China, with LatAm achieving 9.4% growth on a like-for-like basis. Despite challenges, Givaudan remains confident in achieving its midterm target of an average free cash flow greater than 12% for the 5-year strategic cycle ending this year.

Strong Sales Growth

The group recorded sales of CHF 3.864 billion, an increase of 6.3% on a like-for-like basis, mainly volume driven with a slight contribution from pricing.

Fragrance & Beauty Segment Performance

Fragrance & Beauty sales were CHF 1.955 billion, an increase of 8.6% on a like-for-like basis, with Fine Fragrances showing an impressive 18% growth.

Taste & Wellbeing Segment Growth

Sales in the Taste & Wellbeing division increased by 4.1% on a like-for-like basis, with strong growth in regions like SAMEA at 12.7%.

Record EBITDA Margin

Comparable EBITDA amounted to CHF 973 million, leading to a record comparable EBITDA margin of 25.2%, up from 24.8% in 2024.

Strong Performance in High-Growth Markets

High-growth markets like India, Brazil, the Middle East, and China contributed significantly, outpacing mature markets by a factor of 3x.

Innovation and R&D

Introduction of innovative tools like Myromi and Everzure Galdieria, enhancing fragrance creation and offering sustainable color solutions.

Givaudan SA (GVDNY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GVDNY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 23, 2026	2025 (Q4)	- / -	1.248	―	―	―
Jul 22, 2025	2025 (Q2)	- / 1.49	1.433	3.91% (+0.06)
Jan 24, 2025	2024 (Q4)	- / 1.25	1.087	14.81% (+0.16)
Jul 23, 2024	2024 (Q2)	- / 1.43	1.068	34.18% (+0.36)
Jan 25, 2024	2023 (Q4)	- / 1.09	0.934	16.38% (+0.15)
Jul 20, 2023	2023 (Q2)	- / 1.07	1.011	5.64% (+0.06)
Jan 25, 2023	2022 (Q4)	- / 0.93	0.802	16.46% (+0.13)
Jul 21, 2022	2022 (Q2)	- / 1.01	1.149	-12.01% (-0.14)	―	―
Jan 28, 2022	2021 (Q4)	- / 0.80	0.785	2.17% (+0.02)	―	―
Jul 22, 2021	2021 (Q2)	- / 1.15	0.928	23.81% (+0.22)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GVDNY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 22, 2025	$96.21	$91.19	-5.22%
Jan 24, 2025	$85.76	$83.51	-2.62%
Jul 23, 2024	$95.56	$91.56	-4.19%
Jan 25, 2024	$75.24	$81.07	+7.75%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Givaudan SA (GVDNY) report earnings?

Givaudan SA (GVDNY) is schdueled to report earning on Jan 23, 2026, Before Open (Confirmed).

What is Givaudan SA (GVDNY) earnings time?

Givaudan SA (GVDNY) earnings time is at Jan 23, 2026, Before Open (Confirmed).

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