ARYZTA Bakery announces its ambitious new mid-term growth strategy, aiming to solidify its position as a global leader in premium bake-off solutions. Unveiled during its 2025 Capital Markets Day, the Switzerland-based bakery giant set out a roadmap to drive innovation, profitability, and shareholder value across Europe, the US, and beyond.
Surpassing Expectations and Setting New Targets
After beating its previous mid-term goals a full year ahead of schedule, ARYZTA Bakery is now targeting strong revenue growth above market averages for the 2025–2028 period. The company’s updated strategy emphasizes:
Premiumization and product innovation
Operational efficiencies and cost optimization
A renewed commitment to returning capital to shareholders
This forward-looking plan is rooted in ARYZTA’s unique model of delivering “affordable indulgence” across global markets — especially relevant to today’s consumers balancing taste with value.
Profitability And Performance In Focus
Under its new plan, ARYZTA Bakery announces an EBITDA margin target of over 15%, translating into an EBIT margin exceeding 9%. These improvements are backed by cost-saving initiatives projected to generate €40–€60 million through operations, procurement, and structural streamlining.
To support these efficiencies, ARYZTA will invest €20–€30 million in IT infrastructure, with net expected savings of the same amount — a clear sign of the company’s focus on sustainable, tech-enabled growth.
Strategic Investment Across Key Markets
ARYZTA’s expansion blueprint includes significant production upgrades in core regions:
Switzerland, Germany, and Malaysia will see increased production of high-value laminated and artisan baked goods.
A new bun bakery in Australia and lamination expansion in Poland highlight the brand’s growing global footprint.
These initiatives support ARYZTA’s 3.5–4.5% revenue allocation for capital expenditures while maintaining a prudent net leverage ratio of 1.5x–2.0x by 2028.
Shareholder Value Back in the Spotlight
In a move likely to excite both European and international investors, ARYZTA Bakery announces plans to resume shareholder returns via dividends and share buybacks starting in 2026. This depends on restoring core equity levels following the repurchase of its hybrid bond, with a shareholder return policy to be published next year.
Additionally, the company is open to strategic bolt-on acquisitions in core markets, signaling readiness to capitalize on consolidation trends in the bake-off industry.
CEO Michael Schai’s Vision
“ARYZTA’s new mid-term targets reflect our commitment to innovation, premium product development, and rigorous cost discipline,” said Michael Schai, CEO of ARYZTA AG. “We’re generating strong cash flows that allow us to reduce debt, invest in our future, and deliver value back to our shareholders. Our strategy ensures we remain resilient and competitive in an evolving global bakery market.”
Local Relevance and Global Impact
This announcement is especially meaningful for bakery sector stakeholders across Europe, the US, and the UK. For European partners, the expansion of lamination lines and regional investments reflect a deeper commitment to local supply chains and premium product quality. Meanwhile, the broader strategic growth supports ARYZTA’s increased visibility in the US and UK retail and foodservice sectors, where demand for bake-off and artisan-style baked goods continues to rise.
How to Follow ARYZTA’s Capital Markets Day
A live webcast of the company’s Capital Markets Day presentation, featuring insights from Chairman Urs Jordi, is available on the ARYZTA investor website:
🔗 https://www.aryzta.com/investor-center/reporting
About ARYZTA Bakery
ARYZTA AG is a global leader in convenience and bake-off bakery solutions. Headquartered in Switzerland, the company operates in Europe, Asia, Australia, and New Zealand, and is publicly listed on the SIX Swiss Exchange (SIX: ARYN).
For investor or media inquiries:
Investor Relations: Paul Meade, +353 87 065 5368, [email protected]
Media: Andreas Hildenbrand, +41 79 468 92 35, [email protected]