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Lotus Bakeries NV (DE:7LB)
FRANKFURT:7LB
Earnings Data
Report Date
Aug 07, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
109.32Last Year’s EPS
97.9Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial performance: double-digit top-line growth, robust volume expansion, margin improvement (underlying EBITDA >20% and up 12%), strong cash generation and materially lower leverage (0.25x underlying EBITDA). Significant strategic progress was made on brand building (Biscoff jar and engraving), major market entries (India launch), product innovations (Natural Foods), and capacity expansion (Thailand and U.S. production lines). The main negatives are manageable near-term items: currency headwinds, one-off start-up costs and higher depreciation from new capacity, the reporting impact from the ice-cream carve-out (EUR 11.6m), and some UK softness. Overall, positives materially outweigh the limited near-term challenges.Company Guidance
Strong Top-Line Growth
Reported sales of EUR 1.35 billion in FY2025, up 10% year-over-year. At constant currencies growth was stronger; like-for-like (normalized) volume growth ~10.4% (~EUR 130 million) and reported volume growth 9.5% (more than EUR 115 million).
Improved Profitability and EBITDA Expansion
Underlying EBITDA margin exceeded 20% (reported ~20.2%) and underlying EBITDA increased 12% versus prior year. Underlying EBIT and EBITDA outpaced top-line growth, signalling operating leverage and margin improvement.
Net Profit and EPS Growth
Net profit increased 13%. Underlying net result amounted to EUR 177 million (13.1% of revenue). Underlying EPS showed a 5-year CAGR of 17.1%.
Robust Cash Generation and Deleveraging
Free cash flow before expansion CapEx up 20%. Cash conversion before expansion CapEx was well above 90% in H2. Net financial debt reduced to a historically low multiple of 0.25x underlying EBITDA (reported net financial debt EUR 89 million, including EUR 21 million IFRS 16 lease debt).
Capital Allocation and Dividend Progress
Invested EUR 120 million in CapEx in 2025 (majority to Thailand plant). More than EUR 500 million invested since 2021 and >EUR 430 million in expansion CapEx. Proposed dividend of EUR 90 per share, up EUR 14 from EUR 76 (approx +18%), and 25 consecutive years of dividend growth (dividend aristocrat status).
Biscoff: Strong Brand Momentum & Global Expansion
Lotus Biscoff pillar grew 13% in 2025; 10-year average growth of 15%. U.S. household penetration stands at 9% with distribution ~80% of stores; Biscoff ranked among fastest-growing global cookie brands. Major launches and brand upgrades: new jar and cookie engraving rollout, nationwide India launch (distribution in >300,000 stores within 4 weeks, 150 million social views) and partnerships with Mondelez and Froneri (Froneri-led Biscoff ice cream launches in 2026).
Natural Foods Pillar Outperformance
Lotus Natural Foods was the fastest-growing pillar in 2025 with 17% growth, now a ~EUR 300 million business. 10-year average growth also 17%. Strong product innovations (e.g., BEAR fruit splits, TREK Protein Flapjack with Biscoff) and successful seasonal and event partnerships driving visibility and sales.
Production Capacity Expansion Delivered
First lines in new Chonburi (Thailand) greenfield produced cookies by end-2025; plant expected fully operational (including spreads and in-house bottling) by end of H1 2026. New spread production and bottling commissioned mid-2025 at Mebane (U.S.), enabling local sourcing, lower duties and faster logistics.
DE:7LB Earnings History
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
DE:7LB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 06, 2026 | €10160.00 | €10380.00 | +2.17% |
Aug 08, 2025 | €7590.00 | €8450.00 | +11.33% |
Feb 06, 2025 | €10118.32 | €9154.19 | -9.53% |
Aug 09, 2024 | €9999.04 | €10635.17 | +6.36% |
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 Lotus Bakeries NV (DE:7LB) report earnings?
Lotus Bakeries NV (DE:7LB) is schdueled to report earning on Aug 07, 2026, TBA (Confirmed).
What is Lotus Bakeries NV (DE:7LB) earnings time?
Lotus Bakeries NV (DE:7LB) earnings time is at Aug 07, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Lotus Bakeries NV stock?
The P/E ratio of Lotus Bakeries NV is N/A.
What is DE:7LB EPS forecast?
DE:7LB EPS forecast for the fiscal quarter 2026 (Q2) is 109.32.