Fodelia Oyj · OMXHEX:FODELIA
Fodelia Oyj — Q3 2026 Earnings Presentation
25 slides from Fodelia Oyj's earnings presentation, November 2026
Slide 1: Business Review January-September 2026
Webcast Business Review January-September 2026 Riikka Wulff, CEO Janne Aalto, CFO Public
Slide 2: Agenda
01 Highlights on group level 02 Business development & highlights 03 Financial development 04 Q & A
Slide 3: Fodelia Key figures Q3
Fodelia I Key figures Q3 Growth strengthened and operating profit increased, while the relative profitability was slightly below the comparison period Operating Change in net Operating Net sales profit % sales profit 14.8 M€ + 9.3 % 0.8 M€ 5.7% (13.5 M€) (0.8 M€) (6.1) All figures are unadjusted. 20
Slide 4: Fodelia Key figures 1-9
Fodelia I Key figures 1-9 Operating Operating Change in net profit profit % Net sales sales 43.7 M€ + 7.8 % 2.2 M€ 5.0 % (40.5 M€) (1.8 M€) (4.4) All figures are unadjusted. 2025 figures in parentheses.
Slide 5: Q3 highlights
Q3 highlights Growth accelerated significantly in the third quarter • Group net sales increased by 9.3%, and comparable net sales by 13.3% • Feelia’s net sales increased by 14.4%, supported by new customer wins and increased sales to existing customers • Profitability was affected by, among other fa
Slide 6: Business development and highlights
Business development and highlights
Slide 7: Fodelia's Business Areas
Fodelia`s Business Areas Feelia operates in the foodservice market, providing ready meals under the Feelia Oikia focuses on the retail market, selling brand, and juices and berry soups under the snack products. The oikiaruoka.fi online store Delimax brand. Production is located in was divested in Ma
Slide 8: Feelia Key figures Q3
Feelia I Key figures Q3 Net Operating Operating Change in sales profit profit % net sales 12.2 M€ + 14.4 % 0.9 M€ 7.6 % (10.7 M€) (1.0 M€) (9.4) All figures are unadjusted. 2025 in parentheses.
Slide 9: Feelia Key figures 1-9
Feelia I Key figures 1-9 Net Change in Operating Operating sales net sales profit profit % 36.1 M€ 12.6 % + 2.7 M€ 7.6 % (32.0 M€) (2.7 M€) (8.5) All figures are unadjusted. 2025 in parentheses.
Slide 10: Feelia Q3 highlights
Feelia I Q3 highlights New customer wins continued to support net sales growth • Net sales increased by 14.4% in Q3, supported by new customer wins and increased sales to existing customers • Public-sector tendering activity was lower than usual during the reporting period; the procurement law refor
Slide 11: FERP mobile app
FERP mobile app Mobile is part of everyday life – now in ordering too 48 % of Finnish web What mobile adds: traffic already comes from mobile Information reaches users instantly devices* Push notifications, e.g. on factors affecting delivery days such as public holidays and product changes Camera in
Slide 12: Feelia Change in net sales
Feelia I Change in net sales 1-9 2025 → 1-9 2026: New customer wins accelerated net sales growth 1-9 2026 1-9 2025 New Continuing Net sales Net sales customers* customers 32.2 M€ + 3.1 M€ 0.8 M€ 36.1 M€ *New customers with no purchases in the comparison quarter.
Slide 13: Oikia snacks Key figures Q3 (continuing operations)
Oikia snacks I Key figures Q3 (continuing operations) Change in net Operating Operating Net sales sales profit profit % 2.5 M€ - 0.3 % 0.15 M€ 5.8 % (2.6 M€) (0.10 M€) (3.9) All figures are unadjusted. 2025 in parentheses.
Slide 14: Oikia snacks Key figures 1-9 (continuing operations)
Oikia snacks I Key figures 1-9 (continuing operations) Net Change in net Operating Operating sales sales profit profit % 7.3 M€ - 5.7 % 0.4 M€ 5.7 % (0.2 M€) (3.2) (7.8 M€) All figures are unadjusted. 2025 in parentheses.
Slide 15: Oikia Q3 highlights
Oikia I Q3 highlights • Sales of Oikia-branded products increased by nearly 15% in Q3, further increasing the share of Oikia’s own brand in total sales • Oikia’s profitability improved by nearly five percentage points, supported by the discontinuation of the e-commerce business and stronger sales of
Slide 16: Oikia | Brand performance
BRAND STUDY 2026 · TALOUSTUTKIMUS Oikia | Brand performance Awareness and usage continued to grow – a strong and strengthening brand supports Oikia sales growth Trend 2024–2026 Clearly above category average 61% 56 58% 55% 38 32% 34% 25 26% Brand image 7 Oikia is most strongly associated with being
Slide 17: Financial development
Financial development @ Fodelia
Slide 18: Fodelia Q3 Performance Indicators
Fodelia I Q3 Performance Indicators Operating EBITA Profit for the Earnings profit reporting period per share 0.8 0.9 0.6 0.08 M€ M€ M€ €/share (0.8 M €) (0.9 M €) (0.6 M €) (0.07 €) Q3/2025 in parentheses
Slide 19: Fodelia Q3 Cash flow change
Fodelia I Q3 Cash flow change Cash and cash equivalents remained stable, as operating cash flow covered investment and financing costs - 0,03 M€ M€ 1,2 Nousu Increase 0,5 Decrease Lasku 1,0 - 0,1 Total Summa 0,8 0,6 0,6 0,6 - 0,5 0,4 0,2 0,0 Cash balance Operating cash flow Investing cash flow Finan
Slide 20: Fodelia Q3 Other key figures
Fodelia I Q3 Other key figures A stable balance sheet supports continued growth Return on Equity Interest-bearing Net equity, % ratio, % net debt, M€ gearing, % 19.8 % 54.8 % 3,6 M€ 29.0 % (17.9) (55.1) (2.6) (20.3)
Slide 21: Fodbar Q3 highlights
Fodbar I Q3 highlights • The future of the Oma Häme customer relationship remains uncertain. On 16 March 2026, the Regional Board decided to select Palmia as the provider of catering and facility services • Fodbar’s temporary agreement will remain in effect until further notice, and Fodbar continues
Slide 22: Outlook and guidance
Outlook and guidance Long-term financial targets Net sales Guidance for 2026 – specified Estimated annual net sales growth 15–20 %. The EUR 100 million net sales target has been Following the third quarter, the company’s visibility for the remainder of moved to 2030 due to completed divestments. the
Slide 23: Q&A
Q&A @ Fodelia
Slide 24: Contact details
Contact details Janne Aalto Riikka Wulff CFO CEO [email protected] [email protected] +358 50 431 4299 +358 40 777 8299
Slide 25: 6) Fodelia
6) Fodelia