Core Insights - Australian Oilseeds Holdings Limited has shown resilience and growth despite global challenges, including geopolitical tensions and conflicts [1][2] - The company has successfully expanded its market presence in Australia and internationally, with significant sales through major retailers [3][4] - Fiscal 2024 results indicate a revenue increase of over 16%, driven by strong demand for cold-pressed canola oils, alongside improved gross margins and Adjusted EBITDA growth [4] Company Performance - The company has achieved a 16% revenue growth in fiscal 2024, primarily due to the demand for cold-pressed canola oils [4] - Gross margin improved by 40 basis points, and Adjusted EBITDA grew nearly 16% [4] - The company has successfully sold products through major Australian retailers, including Woolworths, Coles, Costco, and IGA [3] Future Outlook - Key milestones anticipated within the next six months include launching Good Earth Oils brands in Taiwan and India [5] - Expected significant growth in China due to Australia's preferential duty for its products compared to Canada and the USA [5] - Plans to launch products in the USA are contingent on clarity regarding the current tariff structure, which is currently 10% for Australian Canola Oil [5] Company Mission - The company is committed to eliminating chemicals from the food supply chain and promoting healthy oils to consumers globally [6] - Focus on regenerative farming practices and sourcing materials from suppliers that reduce chemical use [6] - The company operates the largest cold pressing oil plant in Australia, emphasizing non-GMO and organic oilseeds [6]

欢迎加入交易理想国知识星球 文 | 田亚雄 来源 | CFC商品策略研究 编辑 | 杨兰 审核 | 浦电路交易员 来源:路孚特，中信建投期货绘制（通常豆棕价差存在季节性转强的窗口期：4月中-6月初） 过往支持着棕榈油的多头叙事： 1、树龄结构老化；2、成熟面积边际收缩；3、病虫害持续扰动（疥虫）；4、洪水限制铲果效率。 目前新增的多头逻辑讨论： 1、印尼强势表态支持B40，并有望在5年内逐步逼近B50；2、印尼精炼产能大幅增加，以至于新建罐容 囤积的安全生产库存大幅削弱400万吨国内库存压力；3、印尼部分头部种植园股权变更或影响园区管理效率，并限制产出。 在远景观察中，在"展望印尼可持续棕榈油领导地位"商业圆桌会议上，印尼农业部副部长强调，棕榈油产业贡献全国GDP的3.5%， 直接创造420万个就业岗位，并通过供应链支撑1600万人生活。当前印尼棕榈油年产量4600万吨（内需2000万吨，出口2600万 吨），但面临小农认证困难、环境可持续性等挑战。为实现2045年1亿吨毛棕榈油（CPO）的宏伟目标，政府推出三大战略：一是强 化监管协同，包括与林业部优化土地治理，推行B50生物柴油强制政策；二是提升上游生产力 ...