Oatly Q3 2026 revenue rises 9.1% with improved EBITDA but lowers full-year profit outlook due to inflation pressures.

Oatly reported a 9.1% revenue increase to $243.1 million in Q3 2026, driven by growth in Europe and North America despite a decline in Greater China. Adjusted EBITDA improved to $9.4 million from $3.1 million a year earlier, reflecting better product mix and supply chain efficiencies. However, rising fuel and freight costs in North America have led Oatly to lower its full-year Adjusted EBITDA forecast to $16-20 million from $25-35 million, while maintaining revenue growth guidance of 8-10%. The company remains focused on growth investments and strategic review of its Greater China business.

Oatly's stock price on Pluang has fallen sharply, down 9.87% to USD 10.59 as of Oct 28, 2026 18:11 WIB. The market cap stands at $371.94 million with all recent orders being sells, reflecting cautious sentiment despite the company's revenue growth.