What guidance did Village Farms International's management provide for the next earnings period?

What is the revenue and EPS growth rate for Village Farms International year over year?

What were the key takeaways from Village Farms International's earnings call?

What factors drove the changes in Village Farms International's revenue and profit?

What is Village Farms International's latest dividend and current dividend yield?

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Did Village Farms International beat or miss consensus estimates last quarter?

- **Record Financials**: 21% YoY revenue growth, $10.8M net income, and 31% EBITDA margin.
- **Key Growth Drivers**: International medical exports (+758% YoY), Netherlands expansion, and cost control.
- **Strategic Moves**: Share repurchase program launched; cautious on US hemp M&A.
- **Market Leadership**: Leading EU GMP exporter with 750% YoY medical sales growth.
- **Capacity Expansion**: 33% Canadian production capacity increase underway for 2026.


**【CEO Opening Remarks】**
- Q3 2025 revenue increased 21% YoY to $66.7 million, driven by Canadian cannabis and Dutch recreational sales.
- Net income from continuing operations rose to $10.8 million ($0.09/share), up 10x Q2.
- Adjusted EBITDA reached $20.7 million (31% margin), a 309% YoY increase.
- Key growth drivers: international medical exports (+758% YoY), Netherlands expansion, and cost control.
- 40% of Canadian greenhouses now in cannabis production, with 33% capacity expansion underway.

**【CFO Financial Commentary】**
- Canadian cannabis segment: CAD 64.1 million in sales (+29% YoY), 56% gross margin (vs. 26% YoY), and CAD 26.6 million EBITDA.
- Netherlands: EUR 3.6 million in sales, 11% sequential growth, and EUR 0.3 million EBITDA.
- US hemp: $3.3 million in sales, stable amid regulatory challenges.
- Cash flow from operations: $24.4 million, up 295% YoY.
- Share repurchase program launched with $10 million authorization.

**【Q&A Highlights】**
- **Gross Margin Sustainability**: 30-40% target maintained; Q3 56% margin driven by pricing, exports, and efficiency.
- **Texas Expansion**: Monitoring regulatory changes; cautious on M&A to preserve NASDAQ listing.
- **Dutch Market Dynamics**: 5x capacity expansion underway; 91% coffee shop penetration in Netherlands.
- **Germany Market Share**: Leading EU GMP-certified exporter; 750% YoY medical sales growth.
- **Texas Hemp Business**: Stable amid regulatory headwinds; exploring new product lines.


VFF

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