Glanbia Plc · EURONEXT:GL9
Glanbia — Investor Day (November 2025)
10 slides from Glanbia's investor day presentation, Nov 19, 2025
Slide 1: PN International Capital Markets Day
PN International CAPITAL MARKETS DAY Andy Shaw CEO, Performance Nutrition International 19 November 2025
Slide 2: Important Notice
I M P O R T A N T N O T I C E The Glanbia Capital Markets Day (“CMD”) presentations contain forward- looking statements. These statements have been made by the Directors in good faith based on the information available to them up to the time of their approval of the CMD presentations. Due to the inh
Slide 3: PN International Demonstrating Strong Growth
P N I N T E R N AT I O N A L D E M O N S T R AT I N G S T R O N G G R O W T H FY2025 PN International revenue1 >$600m Other 2025 net revenue1 Portfolio Optimum Brands Nutrition +12% CAGR (13%) (87%) 3-year net revenue CAGR from 20221 5 brands 725 Employees In-market talent in 20+ locations 15 market
Slide 4: Leading Position in International Markets
L E A D I N G P O S I T I O N I N I N T E R N AT I O N A L M A R K E T S Balanced geographic split and strong growth across regions Top 3 Sports Nutrition Brand in 41 out of 70 International markets1 Performance Nutrition revenue by region3 Market Size2 3-Yr CAGR2 ON 3-yr CAGR3 $0.8bn +9% +10% >600
Slide 5: We Continue to Embed Our Proven, Repeatable Growth Model Across International Markets
W E C O N T I N U E T O E M B E D O U R P R O V E N , R E P E ATA B L E G R O W T H M O D E L A C R O S S I N T E R N AT I O N A L M A R K E T S Priority Markets C O M P L E M E N TA RY PORTFOLIO Build CHANNEL E X PA NS I ON >$50M1 Establish BRAND: + Category Leadership, + Innovation BUILD OPTIMUM N
Slide 6: Protein Powder Share in UK Measured Channels Has Increased Significantly
IN MEASURED CHANNELS (25% OF UK SALES) OUR P R O T E I N P O W D E R S H A R E H A S I N C R E A S E D S I G N I F I C A N T LY Strong ON brand performance Strong market share growth1 in measured channels Optimum Nutrition Protein Powder Share (%) Protein Powder #1 Protein Powders brand in the UK1 +
Slide 7: Driving Growth Through Brilliant Brand Building
DRIVING GROWTH THROUGH BRILLIANT BRAND BUILDING Inspiring Creative Product Edge Elite Athlete Advocacy RKET EXE MA CU L T A Marcus Smith Harley Rishabh C IO LO GLOBAL N Reid Pant CREATIVE PLATFORM Local market execution of Premium localised assets to showcase Continued evolution and activation of ou
Slide 8: Driving Growth Through Complementary Innovation
D R I V I N G G R O W T H T H R O U G H C O M P L E M E N TA R Y I N N O VAT I O N C R E AT I N E H Y D R AT I O N C L E A R R T D I S O P U R E Flavoured Creatine Electrolytes Whey + Collagen High Protein Shakes Collagen, Protein Powder Continued expansion of Establishing Optimum Broader expansion
Slide 9: Driving Growth Through Omnichannel Execution
DRIVING GROWTH THROUGH OMNICHANNEL EXECUTION Marketplaces Social Quick FDMC & D2C Commerce Commerce Maximise presence to reach Win in social commerce and Lead in channels Expand distribution in key & recruit new consumers own the shopper experience of the future food, drug & mass and from discovery
Slide 10: PN International Key Takeaways
P N I N T E R N AT I O N A L – K E Y TA K E AWAY S 1 Track record of strong growth momentum across international regions Mainstreaming of protein consumption driving consumer penetration with 2 continued scope for growth Continued global strength of Optimum Nutrition brand and 3 local activation 4 U