Archer-Daniels-Midland Company (NYSE:ADM) Stifel 2021 Virtual Cross Sector Insight Conference June 9, 2021 1:20 PM ET Company Participants Ray Young - CFO Conference Call Participants Vincent Anderson - Stifel Vincent Anderson All right, thank you everyone for joining us today. My name is Vincent Anderson, I'm Director of Materials Researcher at Stifel. And I'm very thrilled to be hosting again, Ray Young from Archer-Daniels-Midland, CFO. Ray, would you like to make some opening remarks? Ray Young Yes, than ...

Archer-Daniels-Midland Company (NYSE:ADM) DbAccess Global Consumer Conference Call June 7, 2021 12:00 PM ET Company Participants Vince Macciocchi - Senior Vice President and President of Nutrition Conference Call Participants Steve Powers - Deutsche Bank Steve Powers Good afternoon and good evening everybody. I’m Steve Powers, Head of Deutsche Bank's U.S. Consumer Goods Research, and I'm thrilled today to welcome ADM to our conference. Joining us today from ADM are Vince Macciocchi, ADM’s Senior Vice Presid ...

Archer-Daniels-Midland Company (ADM) Conference Call Summary Company Overview - Archer-Daniels-Midland Company (NYSE: ADM) has transformed from a basic commodity merchandiser to a leader in nutrition with approximately 800 facilities globally [4][5] - The company has focused on aligning its operations with consumer needs through insights and research [4] Core Strategies and Financial Performance - ADM's strategy is built on three pillars: optimizing the portfolio, driving efficiencies, and strategic expansion [6] - The company aims for a 10% Return on Invested Capital (ROIC) and earnings per share (EPS) of $4 to $4.50 [6][17] - In Q1, ADM reported an adjusted EPS of $1.39, following a record 2020 EPS of $3.59 [6] - The trailing fourth quarter adjusted ROIC was 9%, exceeding the weighted cost of capital by 375 basis points [7] Focus on Productivity and Innovation - ADM is shifting its focus to a balanced approach of 50% productivity and 50% innovation to achieve sustainable earnings growth [8] - The company is implementing a unified ERP platform (1ADM) to enhance decision-making and data utilization [9] - Digital tools and artificial intelligence are being leveraged to improve customer experience and sales efficiency [10] Growth Platforms - ADM is targeting high-value markets such as microbiome, sustainable solutions (BioSolutions), and alternative proteins [12][13] - The microbiome market is projected to expand significantly, with ADM holding a strong position in postbiotics [12] - The BioSolutions segment is expected to grow at approximately 7% annually, with current sales around $1.5 billion and operating profit of $250 million [12][20] Market Dynamics and Opportunities - Structural changes in the industry, particularly in China, are driving demand for grains and soybean meal [26][27] - The renewable green diesel market presents a significant opportunity, with an expected demand increase of 2 to 3 billion gallons over the next several years [30] - ADM is strategically positioned to benefit from this demand through projects like the Spiritwood facility in North Dakota [32] Challenges and Future Outlook - The company anticipates challenges related to corn prices and market conditions but remains optimistic about maintaining margins and growth [41][42] - The path to achieving $1 billion in operating profit in the Nutrition segment by 2024 is still on track, focusing on organic growth rather than M&A [46] - ADM's confidence in sustainable earnings growth is supported by a strong culture of continuous improvement, technological advancements, and operational efficiencies [48] Conclusion - ADM is well-positioned for future growth through its strategic focus on productivity, innovation, and market responsiveness, with a strong emphasis on sustainability and consumer trends [14][48]

Archer-Daniels-Midland Company (NYSE:ADM) Q1 2021 Earnings Conference Call April 27, 2021 9:00 AM ET Company Participants Victoria de la Huerga - Vice President, Investor Relations Juan Luciano - Chairman, President, Chief Executive Officer Ray Young - Executive Vice President, Chief Financial Officer Conference Call Participants Ken Zaslow - Bank of Montreal Adam Samuelson - Goldman Sachs Tom Simonitsch - JPMorgan Luke Washer - Bank of America Robert Moskow - Credit Suisse Ben Bienvenu - Stephens Michael P ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 1-44 ARCHER-DANIELS-MIDLAND COMPANY (Exact name of registrant as specified in its charter) Delaware 41-0129150 (Stat ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 1-44 ARCHER-DANIELS-MIDLAND COMPANY (Exact name of registrant as specified in its charter) Delaware 41-0129150 (State or ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 1-44 ARCHER-DANIELS-MIDLAND COMPANY (Exact name of registrant as specified in its charter) Delaware 41-0129150 (State or ...