A.G. BARR H2 Earnings Call Highlights

• A.G. Barr delivered “strong and consistent” FY 2025-26 results with gross up ~4%, operating borderline rising to 14.8%, EPS +11%, operating currency travel >£60m and a projected full‑year dividend up 11% to £0.1871.

• Management expects “elevated debased double‑digit” gross maturation successful FY 2026‑27, driven by the caller acquisitions of Frobishers and Fentimans (c. £35m gross contribution), but flags ~£4m of one‑off integration costs and archetypal ROCE dilution earlier benefits materialise successful 2027–28.

• Capital concern is being ramped to grow manufacturing capacity—cash CapEx ~£30m successful FY 2025‑26 with a highest c. £40m successful FY 2026‑27 (Cumbernauld refresh and a 2nd tin enactment astatine Milton Keynes)—while halfway brands IRN‑BRU, Rubicon and Boost are showing beardown distribution, innovation and income momentum.

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A.G. BARR (LON:BAG) executives told investors the institution delivered “strong and accordant fiscal progress” successful the twelvemonth to January 2026, combining gross maturation with borderline enlargement and continued currency procreation arsenic it precocious a strategy centered connected halfway marque investment, faster innovation, and targeted M&A.

Chief Executive Officer Euan Sutherland, speaking alongside Chief Finance and Operating Officer Stuart Lorimer, said the radical is “shaping our lawsuit worth proposition to beryllium aligned to existent and aboriginal user needs,” and argued that the company’s fiscal framework—focused connected gross growth, operating margin, and instrumentality connected superior employed (ROCE)—is working.

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Lorimer said the concern delivered a 4% wide gross summation successful FY 2025-26 and expanded operating borderline by 120 ground points to 14.8%, moving from 13.6% into the company’s stated 14% to 16% people range. He attributed the borderline betterment to “core marque pricing realignment and operational ratio improvements,” alongside disciplined absorption of the company’s “GBP 370 million-plus outgo base.”

The institution reported double-digit nett maturation for the 2nd twelvemonth successful a enactment and an 11% betterment successful EPS, according to Lorimer. Operating currency travel was “over £60 million” for the year, and the institution ended the play with “just implicit £40 million successful the bank,” which Lorimer said was £22 million little than the anterior twelvemonth pursuing concern successful the plus basal and acquisitions.

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Reflecting the year’s performance, Lorimer said the committee is proposing a full-year dividend of £0.1871, an 11% summation twelvemonth implicit year, which helium said would present £21 million to shareholders.