Glanbia Plc · EURONEXT:GL9
Glanbia — Investor Day (November 2025)
10 slides from Glanbia's investor day presentation, Nov 19, 2025
Slide 1: Glanbia plc Capital Markets Day
Glanbia plc C A P I TA L M A R K E T S D AY Arnaud Schuh Chief Executive Officer, Health & Nutrition 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: H&N – A High Growth High Margin Nutrition Platform
H & N – A H I G H G R O W T H H I G H M A R G I N N U T R I T I O N P L AT F O R M Custom premix solutions and functionally optimised >$600m Operating in attractive end-use markets nutrients 2025 Net Revenue1 Natural and organic clean- +11% CAGR Active Nutrition3 2-year net revenue CAGR from 20232 l
Slide 4: Building Our Global Platform
B U I L D I N G O U R G L O B A L P L AT F O R M With continued investment in growth 2025 Investments 2024 10 2020 9 Acquisitions of Expansion of 2019 Scicore and Integration track Sweetmix Orsingen 8 Acquisition of record New plant Flavor Producers 2016 Orsingen 7 Acquisition of New facility Foodar
Slide 5: Continued Global Scaling From a Position of Strength
CONTINUED GLOBAL SCALING FROM A POSITION OF STRENGTH S T R AT E G I C A C Q U I S I T I O N S ORGANIC INVESTMENT Doubling of premix facility in Suzhou Brazil-based nutritional premix and ingredient solutions business Investment into spray drying flavour facility and customer collaboration centre in
Slide 6: Our Right to Win
OUR RIGHT TO WIN Global footprint to support growth of our customers and serve local players Range of technologies to enhance ingredients functional performance Co-development capabilities to help our target customers win in their markets 6 | Glanbia PLC 2025 CMD
Slide 7: Our Science-Backed Innovation Capabilities
O U R S C I E N C E - B A C K E D I N N O VAT I O N C A PA B I L I T I E S Functional Optimisation of Nutritional Ingredients Designed encapsulations Enhanced Ingredient Efficiency and Homogeneity Granulation and trituration platforms Flavour / Protein Chemistry Market leading capabilities supported
Slide 8: Driving Growth Through Innovative Solutions
D R I V I N G G R O W T H T H R O U G H I N N O VAT I V E S O L U T I O N S CUSTOMER Develop and launch a clear Launch a ready-to-mix Protein Launch a gummy supplement NEED protein drink with a hydration coffee product, complimenting format using trending botanicals benefit the customer’s existing r
Slide 9: A Clear Strategy to Drive the Next Stage of Growth
A C L E A R S T R AT E G Y T O D R I V E T H E N E X T S TA G E O F G R O W T H Expand Scale Innovate Acquire with existing customers globally through new and further strengthen opportunistically to in primary markets customer acquisition our end applications expand product across Americas, and cros
Slide 10: H&N – Key Takeaways
H & N – K E Y TA K E AWAY S 1 Strong track record of organic and M&A growth 2 Operating in attractive end-use markets growing at mid-single digit 3 Scale platform with deep relationships with global and regional customers 4 Global applications and innovation network 5 New leadership team with capabi