Oatly Reports Q1 2025 Results with Improved Gross Margin and Reaffirmed 2025 Outlook

OTLY
October 08, 2025

Oatly Group AB announced its financial results for the first quarter ended March 31, 2025, reporting a slight revenue decrease of 0.8% to $197.5 million, though constant currency revenue increased by 0.7% to $200.6 million. The company's sold volume grew by 9.2% to 144.6 million liters.

Gross profit significantly improved to $62.3 million from $53.9 million in the prior year period, with the gross profit margin expanding by 449 basis points to 31.6%. This margin expansion was primarily driven by ongoing supply chain efficiencies across all segments.

The Adjusted EBITDA loss for the quarter narrowed to $3.7 million, a notable improvement from a loss of $13.2 million in Q1 2024. Net loss attributable to shareholders also decreased substantially to $12.4 million, compared to a loss of $45.8 million in the prior year period, benefiting from higher gross profit and fair value gains on Convertible Notes.

Segment performance showed mixed results: Europe & International revenue was flat on a constant currency basis, North America revenue decreased by 10.6% due to foodservice customer shifts and product discontinuations, while Greater China revenue surged by 39.2% on a constant currency basis, driven by a new foodservice customer and entry into the club channel.

Oatly reaffirmed its full-year 2025 outlook, continuing to expect constant currency revenue growth of 2% to 4% and Adjusted EBITDA in the range of $5 million to $15 million. Capital expenditures are still projected between $30 million and $35 million, as the company remains on track for its first full year of profitable growth as a public company.

The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.