A.G. Barr, the Cumbernauld-based owner of Irn-Bru, said its first-half revenue rose 8.5% to £247.4 million in the 26 weeks to August 1, 2026 — despite estimated lost revenue of £10 million “through customer delivery disruption and shelf availability.”

A.G. Barr’s many other brands include Rubicon energy drinks, Boost Drinks, Funkin cocktail mixers, botanical brewing firm Fentimans, fruit juices company Frobishers Juices Ltd and MOMA porridge.

Adjusted profit before tax rose 2.6% to £36.1 million, and interim dividend is up 11% to 3.82p per share.

“Reported revenue growth was constrained by supply chain issues which have been resolved, with stock availability and customer service normalising through H2 … ” said the Cumbernauld firm.

A.G. Barr shares fell as much as 3% to around £5.82 to give the company a stock market value of roughly £650 million. The firm’s share are down about 14% for the past 12 months.

A.G. Barr added: “Irn-Bru exited H1 with a growth rate ahead of the carbonates market in both England and Scotland, which follows the rebranding of Irn-Bru Xtra to Zero in H1.  

“Rubicon’s positive performance strengthened as H1 progressed, led by its rebranding and new product development including new sparkling flavours (cherry and tropical) and our first entry into the dilutables market.  

“Boost made strong progress as it expanded into grocery and launched into the healthy hydration category through Boost Water+.  

“Growth in core brands was partly offset by weakness in Funkin and Barr Brands caused by category and competitive headwinds. The rest of the portfolio performed in line with expectations.

“Whilst pleased with our trading performance in the market in the period, as Q2 progressed revenue was impacted by reduced stock availability, primarily from internal supply chain issues linked to our capability and capacity change programme, but also from external issues associated with third party manufacturing.  

“The issues, which are estimated to have resulted in lost revenue of £10m in H1 through customer delivery disruption and shelf availability, have been resolved with stock availability and customer service normalising through H2.  

“With the majority of our Cumbernauld operational change programme having been completed, and with our Milton Keynes manufacturing upgrade firmly on track, we are confident that we have a strong, stable and more efficient supply chain for H2 and beyond.  

“During H1 the business experienced externally driven cost pressures related to the Middle East conflict, most notably higher fuel costs. Whilst these higher costs were not fully reflected in customer pricing in H1, we have taken action to mitigate the impact of this. We are fully hedged on all commodities that can be hedged through the balance of 2026/27 and well into 2027/28.

“In Q1 we experienced a quality issue related to our MOMA porridge product, caused by a third-party manufacturer. This resulted in a product recall from customers, which was managed swiftly and effectively. Upon identification of the issue we ceased trading with the existing supplier and transitioned to a new supplier. An insurance claim for the costs of the recall is pending and is expected to pay out in full.”

A.G. Barr CEO Euan Sutherland said: “We made strong progress against our strategic priorities during the first half of the year, with continued momentum across our brands and strong execution against our strategic growth drivers.  

“Despite supply constraints impacting customer service in the peak summer months, our core brand portfolio performed well in the market, supported by successful rebrands, innovation and marketing.  

“Our recent acquisitions have expanded our addressable market and investment in our manufacturing capabilities continues to significantly strengthen the business for the long term.

“Looking ahead, we remain confident in the significant opportunities for the business and our ability to build on this momentum in the second half.  

“With our acquisitions now fully integrated and our investment programme progressing well, we remain on track to deliver full year performance in line with market expectations.

“We will continue to focus on delivering above-market growth and creating sustainable long-term value for our shareholders.”