UAC of Nigeria PLC (UACN) Earnings Call Transcripts

UAC of Nigeria PLC's Latest Earnings Call - April 8, 2026

UAC of Nigeria PLC reported strong financial results for the full year 2025, with revenues soaring 73% to NGN 340 billion, driven by the acquisition of CHI Limited and robust performances in the packaged food and beverage segments. However, profit before tax fell 36% to NGN 16.4 billion due to nearly NGN 11 billion in one-off acquisition-related costs. Management expressed optimism for 2026, focusing on integration of CHI and margin expansion, while proposing a dividend of NGN 1 per share, reflecting confidence despite the earnings decline.

Reported metrics

Guidance from management

Management is cautiously optimistic for 2026, focusing on integrating CHI and improving margins. They expect to continue the trajectory of cash generation and have proposed a dividend of NGN 1 per share, subject to shareholder approval.

What management said

Good morning, and good afternoon, ladies and gentlemen. Welcome to UAC of Nigeria PLC Full Year 2025 Results Conference Call. Please note that this call is being recorded. This conference call will be hosted by Fola Aiyesimoju, the Group Managing Director of UAC of Nigeria PLC; and Funke Ijaiya-Oladipo, the Group Finance Director. Following prepared remarks by UAC's management team, there will be an interactive Q&...

[ Guchi, ] short answer is no. The one-off costs were related to the acquisition of CHI. So that's done, dusted. That deal was done in October of last year. So there is no way that those numbers will affect our financials for this year. So I think I said 2026, that was done in 2025 October. So there's no way those things would affect performance for 2026.

What analysts pressed on

Analysts expressed concerns about the integration risks associated with CHI, particularly the challenges in aligning different ERP systems. They also questioned the rationale behind the increased dividend despite a decline in earnings and sought clarity on future revenue projections amidst geopolitical uncertainties.

Main topics on the call

• Revenue Growth Driven by CHI Acquisition — UAC's revenue increased by 73% to NGN 340 billion, significantly aided by the consolidation of CHI's performance from Q4 2025. Management noted, "Our combined Food and Beverage businesses, CHI and UAC Foods, now command ...
• Profitability Impacted by One-Off Costs — Profit before tax declined 36% to NGN 16.4 billion, primarily due to NGN 11 billion in net one-off items related to the CHI acquisition. Management clarified that underlying profit before tax, excluding these costs, was ...
• Strong Cash Flow Generation — Free cash flow improved significantly, reaching NGN 14 billion compared to NGN 2 billion in 2024, demonstrating the cash-generative nature of the combined businesses. Management stated, "We plan to continue this trajecto...
• Dividend Proposal Amid Earnings Decline — UAC proposed a dividend of NGN 1 per share, higher than the previous year, despite a decline in earnings. Management explained, "We feel that the current level proposed fits well with our plans," indicating confidence in...

Read the full UAC of Nigeria PLC transcript (April 8, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 14 UAC of Nigeria PLC earnings call transcripts on record, spanning May 7, 2020 to July 31, 2026. Based on this history, UAC of Nigeria PLC reports semi-annually. The most recent call on file is dated July 31, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

UACN

Exchange

NGSE

Country

NG

Sector

Consumer Staples

Industry

Food Products

Calls on record

14

First call

May 7, 2020

Most recent

July 31, 2026

Reporting cadence

semi-annually