Workflow
Dairy
icon
Search documents
Saputo Inc.: Fiscal 2025 Fourth Quarter and Year-End Results
Globenewswire· 2025-05-15 14:00
Group 1 - Saputo will release its fiscal 2025 fourth quarter and full-year financial results on June 5, 2025, with a press release issued after market close [1] - A conference call to discuss the results is scheduled for June 6, 2025, at 8:00 a.m. Eastern Time, featuring Mr. Carl Colizza, President and CEO, and Mr. Maxime Therrien, CFO and Secretary [1] - The webcast presentation will be archived on Saputo's website for those unable to join the live call [3] Group 2 - Saputo is one of the top ten dairy processors globally, producing a wide range of dairy products including cheese, fluid milk, and dairy ingredients [4] - The company is a leading cheese manufacturer in Canada and ranks among the top three cheese producers in the USA, as well as being a top dairy processor in Australia and Argentina [4] - Saputo also produces dairy alternative products and sells its products under market-leading and private label brands in several countries [4]
高盛:中国消费品-2025 年第一季度总结 - 延续四季度财报季趋势,复苏进程中波动犹存
Goldman Sachs· 2025-05-14 02:38
14 May 2025 | 12:43AM HKT China Consumer Pulse check: 1Q25 wrap-up: Consistent trends vs. 4Q earnings season; volatility remains in recovery path Our takeaways from companies' 1Q25 results are largely consistent with 4Q24: 1) consumption has bottomed out (1Q25 NBS retail sales growth improved to +4.6% yoy and our coverage companies reported 14% average growth in 1Q25 vs. 12%/8% in 4Q24/3Q24; Labor Day consumption growth accelerated) but we are yet to see meaningful demand rebound and companies remain pruden ...
Adecoagro S.A.(AGRO) - 2025 Q1 - Earnings Call Transcript
2025-05-13 14:00
Financial Data and Key Metrics Changes - Consolidated adjusted EBITDA reached $36 million, marking a 60% year-over-year decrease [17][18] - Net sales totaled $324 million, an 8% increase year-over-year, driven by higher volumes sold, mainly ethanol [17][18] - Net debt amounted to $679 million, a 6% increase year-over-year, attributed to an increase in short-term debt [31] Business Line Data and Key Metrics Changes - Rice operations achieved record productivity, but rice prices are declining [14] - Sugar, Ethanol, and Energy business saw a 31% year-over-year decrease in crushing volume due to dry weather [18][19] - Farming division reported a 25% year-over-year increase in total production, driven by higher planted area and record productivity in rice [18] Market Data and Key Metrics Changes - Ethanol sales increased by 15% year-over-year, attributed to a commercial strategy that capitalized on last year's carry of ethanol [20] - Sugar production mix stood at 42% with lower sugar content due to previous weather conditions affecting yields [19] Company Strategy and Development Direction - The company aims to leverage cutting-edge technologies to transform traditional agribusiness and explore new projects [6][12] - Tether's investment is focused on supporting sustainable developments and maximizing long-term value through disciplined capital allocation [12] - The company is exploring organic and inorganic growth opportunities in Latin America [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery of yields due to recent rainfall and expects to accelerate crushing in the second half of the year [23][48] - The macroeconomic environment in Argentina is perceived positively, with improved export conditions and a more realistic dollar system [84] Other Important Information - The company has committed to a minimum distribution of 40% of cash generated from operations, with $64 million to be distributed this year [30] - The new board has been formed to support the company's strategic direction and ensure high standards of governance and transparency [60] Q&A Session Summary Question: Expectations for sugarcane crushing volumes - Management expects to meet last year's sugarcane crushing volumes through improved yields and potentially higher harvested area [37][46][48] Question: Unit economics for different crops - The economic performance of crops is analyzed over a campaign, with corn being prioritized for better economic results [38][50] Question: Opportunities for growth in Latin America - Tether sees potential for both organic and inorganic growth opportunities across all business segments, particularly in energy and agricultural inputs [39][44] Question: Transparency and governance with new control group - The new control group is committed to maintaining high standards of transparency and governance, with protections for minority shareholders [57][60] Question: Plans for land monetization and stock liquidity - The company is exploring mechanisms to unlock value from land holdings and aims to maintain liquidity despite changes in shareholder structure [71][76] Question: Timeline for new investment projects - Projects will be carefully analyzed and executed without haste, with results expected over the next twelve months [80][89] Question: Size and capital requirements for future growth - The company is open to significant growth opportunities, with access to financing supported by Tether's substantial profits [92][95]
“脆门”新成员!这块脆奶酪让贾冰秒变跨界舞王
Xin Lang Cai Jing· 2025-05-13 06:00
当你在「内卷」和「躺平」之间仰卧起坐时,当代年轻人已经找到了新型解压密码——捏碎一切!(别 装了,我知道你拆快递时也爱捏泡泡纸) 2024年小红书#治愈系声音#播放量暴增300%,ASMR内容已成为Z世代的情绪舒缓剂。捏捏乐、史莱姆 为代表的解压玩具销量年增200%。一时间,抖音上边烤边吃的脆年糕、咔咔作响的琥珀糖等以脆为灵 感的奇特零食如雨后春笋般迅速涌现。 年轻人到底在买什么?——买的不是产品,而是即时的快乐,是情绪的出口。捏泡泡纸的爽感、听琥珀 糖咔咔脆响的治愈、嚼零食的片刻放空......当下年轻人的每一分钱,都在为"即时快乐"买单。 现在,就连奶酪都加入了「脆门」了 就在大家带着罪恶感囤薯片时,奶酪界突然杀出个"叛徒"!妙芝脆奶酪直接上演现实版"奶酪变形记", 超过三年的潜心实验,利用低温烘烤技术把软绵绵的奶酪摇身一变成咔咔作响的"快乐奶球"。一通内卷 之下,妙芝成功把奶酪零食卷入了Next Level。摆脱脆感零食油炸的宿命,真正实现了脆零食自由。更 以颠覆性的"脆脆"口感打破了我们对传统奶酪的认知边界,既保留了奶酪的醇厚奶香,又实现了薯片般 的酥脆体验。 创新多孔脆化工艺精准打造"咔吃"脆响,特 ...
The consolidated sales of VILVI Group April 2025
Globenewswire· 2025-05-12 06:05
Group 1 - VILVI Group reported consolidated sales of EUR 23.20 million for April 2025, representing a 26.2% increase compared to April 2024 [1] - For the period from January to April 2025, the Group's consolidated sales reached EUR 94.26 million, marking a 26.5% increase compared to the same period last year [1]
Vilkyškių pieninė AB Signed an Agreement to Acquire Shares of Marijampolės pieno konservai UAB
Globenewswire· 2025-05-08 14:00
On May 7, 2025 Vilkyškių pieninė AB, a member of the VILVI Group, signed a Sales and Purchase Agreement (hereinafter – the SPA) with Karpis UAB regarding the acquisition of ordinary registered shares of Marijampolės pieno konservai UAB (hereinafter – the Company). Initial acquisition object: from 90% to 100% of the Company's shares. The final number of shares to be acquired will depend on the implementation of the conditions set forth in the SPA. Ownership right of the Company’s shares will transfer to AB V ...
Yili Reports FY2024 Revenue of 115.8 Billion Yuan, Reinforcing Its Position as Asia's Leading Dairy Company
Globenewswire· 2025-05-08 07:52
HOHHOT, China, May 08, 2025 (GLOBE NEWSWIRE) -- On April 29, Inner Mongolia Yili Industrial Group Co., Ltd. (600887.SH) released its financial results, reporting total revenue of 115.78 billion yuan in FY2024, further solidifying its position as Asia's top dairy producer. In the first quarter of FY2025, Yili delivered better-than-expected growth, achieving simultaneous increases in both revenue and net profit despite challenging market conditions. A Media Snippet accompanying this announcement is availabl ...
A subsidiary of Aktsiaselts Infortar signed a shareholders' agreement for acquiring a shareholding in OÜ Estonia Farmid
Globenewswire· 2025-05-05 05:00
Core Insights - OÜ EG Biofond signed an investment agreement to acquire a 96.6% shareholding in OÜ Estonia Farmid, with a 3.4% shareholding retained by its subsidiary Osaühing Estonia, pending approval from the Competition Authority [1] - Estonia Farmid OÜ manages three agricultural companies and operates 9,400 hectares of arable land, employing nearly 150 people [1] - The dairy farms under Estonia Farmid OÜ have a total of 2,640 dairy cows, with an average milk production of 13,300 kilograms per cow annually, and the company also produces 27,000 tons of grains and rapeseed per year [1] Company Overview - Infortar is a prominent group in Estonia, operating in seven countries with activities in maritime transport, energy, real estate, and agriculture, among others [6] - Infortar holds a 68.47% stake in Tallink Grupp and a 100% stake in Elenger Grupp, with a real estate portfolio of approximately 141,000 m² [6] - The group consists of 110 companies, employing 6,228 people, and has expanded its presence across agriculture, industry, and services [3][6] Industry Context - The agricultural sector, particularly dairy production, is highlighted as a competitive area for Estonia, with fertile farmland contributing to high-quality milk production [2] - The dairy industry is considered a key pillar of Estonia's economy, alongside timber and minerals [2]
Oatly(OTLY) - 2025 Q1 - Earnings Call Transcript
2025-04-30 12:32
Oatly Group (OTLY) Q1 2025 Earnings Call April 30, 2025 07:30 AM ET Company Participants Brian Kearney - VP-IRJean-Christophe Flatin - Chief Executive OfficerDaniel Ordoñez - Global President & COOMarie-José David - CFOMax Gumport - Director - Equity ResearchAndrew Lazar - Managing DirectorJohn Baumgartner - Managing Director, Equity Research Conference Call Participants Michael Lavery - Senior Equity Research AnalystElsa Evans - Equity Analyst Operator Please note this event is being recorded. I would now ...
Oatly(OTLY) - 2025 Q1 - Earnings Call Transcript
2025-04-30 11:30
Oatly Group (OTLY) Q1 2025 Earnings Call April 30, 2025 07:30 AM ET Speaker0 Please note this event is being recorded. I would now like to turn the conference over to Brian Kearney, VP of Investor Relations. Please go ahead. Speaker1 Good morning, and thank you for joining us today. On today's call are our Chief Executive Officer, Jean Christophe Platon our Global President and Chief Operating Officer, Daniel Ordonez and our Chief Financial Officer, Marie Jose Davy. Before we begin, please review the cautio ...