Orora FY25 earnings: Profit up, transformation complete

Orora reported double-digit profit growth.

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The Orora Ltd (ASX: ORA) share price is in focus today after the company delivered a solid full-year result, reporting a 24.4% jump in revenue to $2.1 billion and an 18% lift in underlying NPAT to $151.1 million for FY25.

What did Orora report?

  • Group revenue increased 24.4% to $2,090.2 million
  • Underlying net profit after tax (NPAT) rose 18.0% to $151.1 million
  • EBITDA up 19.4% to $418.8 million
  • Earnings per share was 11.4 cents, up 11.1%
  • Final dividend of 5.0 cents per share, full-year dividend of 10.0 cents
  • Operating cash flow climbed 46.4% to $333.6 million

What else happened in FY25?

Orora completed the sale of its OPS business in December 2024, raising $1.8 billion and transforming itself into a focused beverage packaging provider. The proceeds were used to substantially reduce net debt, with leverage now at just 0.7 times EBITDA.

The company also advanced its can and glass production networks. It completed a second can line at its Revesby site and began installation of another in Rocklea to meet strong demand, while restructuring its Gawler and Le Havre glass facilities in response to reduced global demand. Sustainability efforts progressed, including further emissions reductions and increased recycled content in its products.

What did Orora management say?

Commenting on the result, Managing Director and CEO Brian Lowe said:

Orora delivered a solid result over the past financial year as we completed the strategic transformation of our portfolio, with the divestment of OPS marking the final step in our journey to become a focused beverage packaging manufacturer… With market-leading positions in cans, premium and luxury spirits and wine packaging, and with an efficient and well calibrated footprint, we enter FY26 with cautious optimism and are well positioned for growth.

What's next for Orora?

Orora expects higher EBIT from its Cans business in FY26, supported by capacity expansions and steady demand from major customers. Saverglass EBIT is forecast to be largely in line with FY25, aided by efficiency improvements and mix management, despite industry headwinds.

The Gawler facility is transitioning to a more efficient two-furnace operation, which should improve productivity. Across the group, underlying EBITDA and cash flow are expected to grow, even as additional corporate costs and higher depreciation may temper EBIT growth. The business remains focused on disciplined capital management, further sustainability progress, and responding flexibly to changing market conditions.

Orora share price snapshot

Over the past year, the Orora share price has underperformed the S&P/ASX 200 Index (ASX: XJO). It has declined 12%, compared to a 13% rise for the ASX 200 Index.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Orora. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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