Oatly Group AB
NASDAQ:OTLY
Oatly Group AB
Oatly Group AB operates as an oat milk company. The company is headquartered in Malmo, Kalmar and currently employs 1,615 full-time employees. The company went IPO on 2021-05-20. The firm makes products such as ice cream, yogurt and spreads. The firm operates worldwide.
Oatly Group AB operates as an oat milk company. The company is headquartered in Malmo, Kalmar and currently employs 1,615 full-time employees. The company went IPO on 2021-05-20. The firm makes products such as ice cream, yogurt and spreads. The firm operates worldwide.
First Profitable Year: Oatly delivered its first full year of profitable growth, with positive adjusted EBITDA and improved free cash flow, marking a major milestone for the company.
Revenue Growth: Full-year revenue grew 4.7% (2.2% in constant currency), with Q4 revenue up 9.1% year-over-year.
Gross Margin Expansion: Gross margin rose to 34.5% in Q4, up 580 basis points from the prior year, driven by supply chain efficiencies and strategic mix management.
2026 Guidance: The company expects 3% to 5% constant currency revenue growth and adjusted EBITDA of $25 million to $35 million for 2026.
Free Cash Flow Progress: Free cash flow improved by $17 million year-over-year in 2025, though it remained negative; further improvement, but still negative, is expected in 2026.
Category Leadership: Oatly outperformed competitors in key markets, increasing household penetration and market share, especially among younger consumers.
Strategic Focus: The refreshed growth playbook, innovation pipeline, and disciplined investments are credited for driving growth and efficiency.
