The A2 Milk Company Limited (ACOPY) Q2 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for A2 Milk Company Limited.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:03.455 Good morning, everyone, and thank you for joining us today for the A2 Milk Company's 00:00:03.455 -- 00:00:07.040 interim results presentation, the first half of FY25. 00:00:07.040 -- 00:00:12.046 My name is David Bortolussi. I'm the Managing Director and CEO, and today I'm 00:00:12.046 -- 00:00:17.333 joined on the call by our CFO, Dave Musket, and leaders from our regions, Li Zhao, Johan 00:00:17.333 -- 00:00:22.159 Sinaratnan, and Eleanor Corr. The team and I will present the results and outlook, and 00:00:22.159 -- 00:00:25.242 as always, there will be time at the end for questions. 00:00:25.242 -- 00:00:29.830 Starting on slide four, I'm very pleased to share the results of our team's execution 00:00:29.830 -- 00:00:33.576 of our growth strategy, which has delivered another period of strong operational and 00:00:33.576 -- 00:00:35.760 financial performance. 00:00:35.760 -- 00:00:39.646 We experienced significant supply constraints during the period, which we've overcome, 00:00:39.646 -- 00:00:44.655 and continue to focus on driving growth in China and other markets within and 00:00:44.655 -- 00:00:49.942 outside of the infant category. Our ongoing focus on brand investment, product 00:00:49.942 -- 00:00:54.732 innovation and supply chain transformation have enabled us to continue to grow in challenging 00:00:54.732 -- 00:00:57.012 market conditions. 00:00:57.096 -- 00:01:01.485 Our solid first half results and positive momentum going into the second half have resulted 00:01:01.485 -- 00:01:08.155 in us upgrading our FY25 full year guidance, which I'll cover in more detail later. 00:01:08.155 -- 00:01:13.281 In our infant milk formula business, which I'll refer to as IMF, we delivered double-digit 00:01:13.281 -- 00:01:19.008 r...