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Croda International PLC (GB:49GP)
LSE:49GP
UK Market

Croda International (49GP) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 29, 2026
TBA (Not Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
Last Year’s EPS
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 24, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a mix of clear operational progress and structural improvement (7% revenue growth, adjusted profits +8%, improved free cash flow, margin recovery and a defined 2028 financial framework) alongside material one-off and non-cash setbacks (GBP 150m exceptional charges, impairments including the Lamar site, and some sub-segment weaknesses). Management emphasized transformation momentum, SKU and procurement rationalization, and focused growth initiatives (innovation, customer segmentation, geographic rebalancing). Given the balance of substantive underlying operational improvements and a cautious but credible plan to deliver further savings and margin expansion — tempered by significant impairments and near-term volatility in parts of Pharma and Industrial Specialties — the overall tone is constructive but appropriately cautious.
Company Guidance
Guidance: management expects average organic sales growth of 3–6% to 2028 (Consumer Care 3–6%, Life Sciences 4–7%, Industrial Specialties broadly flat), with Q1 sales similar to Q1 2025 and a roughly 50/50 H1/H2 split; adjusted operating profit is expected in line with market expectations and adjusted operating margin to increase from 17.4% in 2025 to >20% by FY2028 (EBITDA margin >25%), with volume growth moderating from c.10% in 2025 and price/mix turning positive. Financial targets include GBP100m annualized transformation savings by 2028 (GBP28m delivered in 2025; c. GBP75m to go) at a cash cost of c. GBP80m, a working capital reduction of GBP50m, free cash flow conversion >12% of sales, CapEx around GBP108m (~6% of sales), net debt ~GBP524m (leverage 1.3x EBITDA; target 1–2x), ROIC >10% by 2028, and a dividend policy targeting 40–50% of adjusted earnings (FY25 dividend 111p, final 63p); FY25 actuals to note: sales GBP1.7bn (+7% cc), adjusted operating profit GBP295m (+8%), adjusted PBT GBP276m (+8%), EBITDA GBP397m (+5%), and free cash flow GBP162m.
Revenue Growth and Scale
Group sales rose 7% in constant currency to GBP 1.7bn for FY2025, with fourth-quarter sales up 5% CC. Consumer Care grew 8% for the year (Q4 +9%) and Life Sciences grew 8% (Q4 +8%).
Profitability (Adjusted)
Adjusted operating profit increased 8% to GBP 295m and adjusted profit before tax rose 8% to GBP 276m, reflecting improved underlying performance.
Free Cash Flow and Balance Sheet Improvement
Free cash flow was GBP 162m for FY2025 (strengthened in H2), CapEx reduced from GBP 138m to GBP 108m (below guidance), net debt reduced slightly to GBP 524m and leverage improved to 1.3x EBITDA (from 1.5x).
Margin Recovery and Transformation Progress
Operating margin moved from 17.2% to 17.4% for the year, with second-half margin at 17.6%. Transformation cost savings contributed c.1.6 percentage points of margin recovery and GBP 28m of savings were delivered in 2025, ahead of plan.
Strong Performance in Key Sub-segments
Fragrances & Flavors (F&F) grew 15% for the year (Flavors noted as fastest-growing with >20% in 2025 commentary); Crop Protection sales up 14% for the year (Q4 +12%); Beauty Actives +6% and Beauty Care +4%.
Innovation and Commercial Wins
Sales of patented ingredients up 9%; sales of new ingredients increased 10% in 2025. Launched KeraBio (hair repair platform) with initial batches selling out quickly; pipeline value per customer co-creation project increased 12%.
Customer Metrics and Geographic Rebalancing
Net Promoter Scores increased by 11 points; >90% customer retention over 5 years. 48% of sales now outside Europe/North America (up from 37%) and 50% of business in fast-growing countries.
Clear 2028 Financial Framework and Targets
Management targets organic sales growth of 3%–6% (group), adjusted operating margin >20% by FY2028 (EBITDA margin >25%), annualized transformation savings GBP 100m and working capital reduction GBP 50m by 2028, and free cash flow conversion >12%.

Croda International (GB:49GP) 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

GB:49GP Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 29, 2026
2026 (Q2)
- / -
Feb 24, 2026
2025 (Q4)
- / -
Jul 29, 2025
2025 (Q2)
- / -
Feb 25, 2025
2024 (Q4)
- / -
Jul 30, 2024
2024 (Q2)
- / -
Feb 27, 2024
2023 (Q4)
- / -
Jul 25, 2023
2023 (Q2)
- / -
Feb 28, 2023
2022 (Q4)
- / -
Jul 29, 2022
2022 (Q2)
- / -
Mar 01, 2022
2021 (Q4)
- / -
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

GB:49GP Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 24, 2026
87.00p87.00p0.00%
Jul 29, 2025
84.18p84.18p0.00%
Feb 25, 2025
83.28p83.28p0.00%
Jul 30, 2024
78.06p78.06p0.00%
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 Croda International PLC (GB:49GP) report earnings?
Croda International PLC (GB:49GP) is schdueled to report earning on Jul 29, 2026, TBA (Not Confirmed).
    What is Croda International PLC (GB:49GP) earnings time?
    Croda International PLC (GB:49GP) earnings time is at Jul 29, 2026, TBA (Not 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 Croda International PLC stock?
          The P/E ratio of Croda International is N/A.
            What is GB:49GP EPS forecast?
            Currently, no data Available