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Danone S.A. (DANOY) Shareholder/Analyst Call Transcript

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Danone’s 2026 AGM convened on April 23 in Paris, chaired by Board Chairman Gilles Schnepp, with CEO Antoine de Saint-Affrique and CFO Juergen Esser present alongside key shareholders and auditors. The meeting formally appointed Amundi’s Ibrahima Sow and FCPE Danone’s Anne-Laure Marinovic as tellers, representing the largest voting blocs, with Laurent Sacchi named assembly secretary. Auditors were set to present financial and sustainability reports, signaling heightened focus on ESG metrics amid regulatory and investor scrutiny of corporate accountability. CEO Antoine de Saint-Affrique’s presence underscored leadership stability after recent strategic shifts, including cost-cutting and portfolio restructuring to bolster margins. The agenda prioritized legal formalities, financial oversight, and sustainability disclosures, reflecting Danone’s dual focus on compliance and long-term value creation.
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Danone S.A. (DANOY) Shareholder/Analyst Call Transcript

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SA Transcripts159.44K FollowersFollow5ShareSaveCommentsFollow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsPlay Earnings CallPlay Earnings Call Danone S.A. (DANOY) Shareholder/Analyst Call April 23, 2026 8:30 AM EDT Company Participants Gilles SchneppLaurent Sacchi - General SecretaryPascal LamyNathalie AlquierJuergen Esser - Chief Financial, Technology & Data Officer and Group Deputy CEOAntoine de Saint-Affrique - CEO & Non-Independent Director Presentation Gilles Schnepp On behalf of the group and all of our workforce, I'd like to welcome you to the Danone AGM, and I declare the assembly open. As Chair of the Board of Directors, I will chair. I have Antoine Saint-Affrique here with me, the Director General on my right; and then a bit further on, Juergen Esser, the Deputy Director, General and Financial Director; and on my left, Laurent Sacchi, Secretary General and Secretary of the Board. If you -- well, we will now form the bureau, the officers of the assembly. And I call up to act as tellers the 2 shareholders who are taking part in this assembly and have the largest number of votes and who have accepted this, Ibrahima Sow, who represents Amundi and [ Anne-Laure Marinovic, ] who represents FCPE Danone, which is the salaried shareholder fund of the company. I would like to thank them very warmly for having agreed to do this, and I suggest that we designate Laurent Sacchi, Secretary of the Board as Secretary of this assembly. I would like to welcome the members of the Board who are present at this meeting and also the corporate auditors who are here in the room with us and who, in the course of the meeting will be telling us about their findings regarding the accounts and the information regarding sustainability measures. I will now show you on your -- the screen the outline of the meeting. Laurent Sacchi will remind you of the legal formalities that have been carried out prior to

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