Massive consumer demand for dairy protein has helped power one of Arla’s “strongest half-year performances to date”, as branded sales made up for an oversupply of milk.
Group revenue for the half reached €7.6bn, up from €7.5bn the prior year, despite a 24% drop in Arla’s performance price of milk.
While the drop “naturally” weighed on revenue, strong growth in the company’s brands made up for the impact to keep the top line stable. Net profits rose from €158m to €213m for the half to 30 June.
Volume-driven revenue growth for Arla’s brands shot up to 6.7% in the half, a sharp recovery from the 1.5% decline seen in the first half of 2025.
Arla highlighted particularly strong performances in the UK and Sweden, and from its nutrition-focused sub brands Arla Skyr and Arla Protein, which won 39.6% and 25.1% sales growth respectively.
“This is the market doing what it should. High milk availability has brought prices down across the sector, and that is the reality our owners are navigating right now, but a lower milk price does not mean a weaker cooperative,” said Arla CEO Peter Tuborgh.
“Our brands are growing, our business is efficient, and we remain highly competitive. That is what gives me confidence that Arla remains a strong and reliable home for our owners’ milk.”
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