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ARLA FOODS AMBA

ARLA FOODS AMBA is a Danish agricultural cooperative that collects and processes member milk into branded dairy products and ingredients through a group structure spanning multiple countries. Its business is built around owned-member milk supply, dairy manufacturing, and sales of fresh dairy, cheese, butter, and nutrition-focused products.

Kysy yhtiöstä
Liikevaihto15,1mrd EUR
+9,4 %v/v
Liikevoitto (EBIT)647milj. EUR
+8,2 %v/v
EBIT-marginaali4,3%
−0,0 %-yks.v/v
Nettotulos433milj. EUR
+3,8 %v/v
Vapaa kassavirta292milj. EUR
+207,4 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2024–2025

05101520mrd EUR2024: 13,8 mrd EUR2024: EBIT 0,60 mrd EUR20242025: 15,1 mrd EUR2025: EBIT 0,65 mrd EUR202515,10,65
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: ARLA FOODS AMBA

Liiketoiminta

Osuus liikevaihdosta
Fresh dairy35 %

Milk, yogurt, and other chilled everyday dairy products sold to consumers and foodservice customers.

Cheese25 %

Retail and foodservice cheese products produced from member milk and matured in Arla facilities.

Butter and spreads15 %

Butter, blended spreads, and related fat-based dairy products for retail and industrial use.

Ingredients20 %

Milk powders and dairy ingredients used by food manufacturers and other industrial customers.

Nutrition and specialty products5 %

Protein, clinical, and specialized dairy products targeted at specific nutrition needs.

Asiakkaat

Arla sells to grocery retailers, foodservice operators, food manufacturers, and consumers through branded and private-label dairy products. Its cooperative structure also means milk suppliers are member farmers, making farm relationships and milk quality central to the business model.

Retail grocery

Supermarkets and retail chains buy branded and private-label dairy for everyday household consumption.

Foodservice

Restaurants, caterers, and institutional buyers purchase cheese, butter, and dairy ingredients for menu use.

Food manufacturing

Industrial customers buy milk powders, whey, and ingredient solutions for processed foods and beverages.

Consumer brands

Households buy Arla branded milk, yogurt, cheese, and butter through retail channels.

Member farmers

Farmer-members supply milk and participate in the cooperative governance and value distribution model.

Strategia

Arla's strategy centers on integrating milk supply, manufacturing, and branded dairy positions across categories where scale and freshness matter. The annual report also points to continued focus on sustainability, animal welfare, food safety, and responsible sourcing, which support trust with retailers, consumers, and member farmers.

Deepen cheese and ingredient integrationKeskipitkä aikaväli

These categories use scale, processing capability, and commercial reach across the dairy value chain.

Protect member milk supplyPitkä aikaväli

The cooperative model depends on dependable milk volume, quality, and farmer participation.

Build trust through sustainability and qualityLyhyt aikaväli

Retail and food customers increasingly require traceability, food safety, and responsible sourcing.

Maantiede

Arla is headquartered in Denmark and operates as a multi-country cooperative with milk collection, processing, and sales across Europe and other international markets. The report excerpt does not provide an authoritative revenue-by-country split, but it shows a geographically diversified business with cross-border ownership, production, and sales.

Riskit

Arla faces operational and reputational risks tied to food safety, animal welfare, sourcing compliance, and the cooperative dependence on farmer milk supply. The report also highlights legal, conduct, and antibribery risks, plus exposure to supply-chain disruptions, emissions targets, and integration of acquisitions or mergers.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Food safety and traceability failure1Milk supply disruption2Environmental and sourcing non-compliance3Bribery and conduct risk4
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Food safety and traceability failureVaikutus: KriittinenTodennäköisyys: Kohtalainen

    Dairy products are sensitive to contamination and regulatory scrutiny.

    Kohdistuu: Consumer brands and foodservice products

  2. Milk supply disruptionVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The cooperative relies on members to deliver milk that meets quality and volume standards.

    Kohdistuu: Raw milk sourcing and processing continuity

  3. Environmental and sourcing non-complianceVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The report commits to no-deforestation, responsible soy/palm/fibre sourcing, and climate targets.

    KohdistuuPackagingFeedIngredient supply chains
  4. Bribery and conduct riskVaikutus: KeskitasoTodennäköisyys: Matala

    The company operates globally and has formal zero-tolerance policies for corruption and reporting breaches.

    KohdistuuEmployeesThird partiesInternational operations
Kysy Clarifolta: ARLA FOODS AMBA

Kirjanpito

Harkinnanvaraiset erät
Cooperative equity structure

Capital account, reserves, and member-related instruments affect how equity is presented and distributed.

Vaikutus: Impacts distributable capital and group equity interpretation

Impairment of subsidiaries

The parent company recorded impairment and reversals on investments in subsidiaries.

Vaikutus: Affects parent-company profit and carrying value of investments

Trade receivables finance

Use of receivables financing influences working-capital presentation and cash conversion analysis.

Vaikutus: Can improve cash flow timing without changing underlying demand

Lease accounting

Right-of-use assets and lease liabilities create debt-like obligations on the balance sheet.

Vaikutus: Affects leverage, depreciation, and financing cash flows

Päivitetty: 24.10.2026