Musti Group - Joining the Pet Megatrend?

Musti reports a strong Q4 and achieved double-digit growth in the 2025 financial year

October–December 2025

· Group net sales were EUR 140.0 (122.2) million and grew by 14.6 (5.6) percent. Growth was strong particularly in Norway. The acquisition of Pet City in the Baltics increased net sales by EUR 6.2 million. The acquisition of ZU in December 2025 increased net sales by EUR 3.1 million. Like-for-like Group sales growth was 2.8 (1.2) percent.

· Gross margin improved to 45.1 (44.0) percent. This was mainly driven by investments made in profitability last year, particularly the higher share of own-brand food manufactured at the own factory.

· Adjusted EBITDA (oikaistu EBITDA) was EUR 19.5 (17.2) million and the adjusted EBITDA margin was 13.9 (14.1) percent. Profitability was still affected by investments in growth, which increased operating expenses.

· Adjusted EBITA was EUR 8.6 (7.3) million and the adjusted EBITA margin was 6.2 (6.0) percent.

· Cash flow from operating activities was EUR 23.4 (7.6) million, which was particularly affected by timing effects in net working capital.

· Operating profit was EUR 3.9 (4.5) million, the result for the period was EUR 0.5 (2.8) million and earnings per share, basic, was EUR 0.01 (0.08).

· The number of stores increased to 497 (416), which was particularly affected by the acquisition of ZU.

· The total number of customers increased to 1,870 (1,866) thousand*).

*) Number of customers excluding the Baltics and ZU

In accordance with the dividend policy, no dividend is proposed to be distributed.

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Musti Group Oyj interim report 1.1.2026–31.3.2026 - Musti Group Oyj

Musti’s year began with strong growth and gross margin improved

January – March 2026

  • Group net sales were EUR 138.5 (119.8) million and increased by 15.6 (11.8) percent. Growth was particularly strong in Norway.

  • Like-for-like Group sales growth was 3.9 (2.4) percent; growth in all segments.

  • The acquisition of ZU in December 2025 increased net sales by EUR 8.4 million.

  • Gross margin improved to 44.0 (42.5) percent. This was mainly driven by investments made in profitability last year, especially the higher share of own brand food manufactured at the company’s own factory.

  • Adjusted EBITDA increased to EUR 14.2 (12.7) million, although it continued to be affected by growth investments which increased operating expenses.

  • Adjusted EBITDA margin was 10.3 (10.6) percent.

  • Adjusted EBITA was EUR 2.6 (2.7) million and adjusted EBITA margin was 1.9 (2.2) percent.

  • Cash flow from operating activities was EUR 10.6 (18.7) million, which was particularly affected by timing effects of net working capital and income tax payments.

  • Operating profit was EUR -1.4 (0.1) million, result for the period was EUR -3.8 (-3.5) million and basic earnings per share was EUR -0.11 (-0.10).

  • The number of locations increased to 513 (415), including stores and veterinary clinics.

  • Total number of customers increased to 1,859 (1,809) thousand*.

*) Number of customers excluding the Baltics and ZU. The calculation method for the total number of customers was refined in Q1/26, due to which the customer numbers for the comparison period were also changed to match the new calculation method.

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The average daily trading volume is very low, and it feels like Musti isn’t attracting much interest. In Q1/2025, the average volume was 5,887 shares per day, and in Q1/2026, it was down to just 1,315.

Looking at the shareholder list from the end of April, it’s fair to say that Ilmarinen and Visio Allocator have been the only ones significantly on the buy side. On the sell side, in addition to nominee registrations, the largest reduction was 2,000 shares by a private individual.

The interim reports also reveal a decline in the number of shareholders.

March 31, 2025: 5,176 shareholders

December 31, 2025: 4,908 shareholders

March 31, 2026: 4,808 shareholders

In my opinion, it looks like people want to get rid of Musti shares at a steady, terminal pace, dumping them into the bid, which causes the share price to drop further.

I also made an interesting observation: starting from March 2026, Musti has begun using a new logo in its press releases. However, this logo was not used in the latest interim report. Whether any conclusions can be drawn from this, I’m not sure, but I thought I’d mention it anyway…

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