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X @Bloomberg
Bloomberg· 2025-08-20 10:32
China Mengniu Dairy is considering selling a minority stake of about 20% in ice-cream brand Aice https://t.co/ggKYxI866m ...
Adecoagro S.A.(AGRO) - 2025 Q2 - Earnings Call Presentation
2025-08-19 14:00
Financial Highlights - Adecoagro's gross revenues for Q2 2025 were $392 million, a decrease of 1% compared to the same period last year[17] - Gross revenues for 6M25 reached $716 million, an increase of 10% compared to the same period last year[17] - Adjusted EBITDA for Q2 2025 was $55 million, a decrease of 60% compared to the same period last year[17] - Adjusted EBITDA for 6M25 was $91 million, a decrease of 60% compared to the same period last year[17] Segment Performance - Sugar, Ethanol & Energy - Sugar, Ethanol & Energy accounted for 77% of gross revenues in Q2 2025[17] - Sugar production decreased by 15% from 233,881 tons in Q2 2024 to 199,175 tons in Q2 2025[30] - Ethanol production decreased by 21% from 143,401 m3 in Q2 2024 to 98,756 m3 in Q2 2025[31] - Adjusted EBITDA for Sugar, Ethanol & Energy business decreased by 36% from $68,100 thousand in Q2 2024 to $106,886 thousand in Q2 2025[42] Farming Business - 296,057 hectares of Crops + Rice were harvested[52] - Soybean harvested area is 91,802 ha[52] - Raw milk production reached 93 million liters[52] - Farming segment experienced a significant decrease in financial performance, with profits dropping by 97% from $37,792 thousand in Q2 2024 to $1,081 thousand in Q2 2025[55] Capital Allocation - Net debt stood at $699 million[62] - 75% of debt is long term debt[63] - 70% of debt is in USD and 30% in BRL[65] - $45.2 million has been committed to shareholder distribution[71]
X @The Economist
The Economist· 2025-08-14 02:00
India is a milk superpower. Yet, from the point of view of its trading partners, notably America, the dairy industry seems to sum up all that is wrong with the South Asian country https://t.co/0QjFRHMD44 ...
X @The Economist
The Economist· 2025-08-13 01:00
Trade Relations - US tariffs of 50% on many Indian exports are not solely due to geopolitics [1] - Agriculture and dairy sectors are key points of contention in trade discussions between the US and India [1]
X @The Economist
The Economist· 2025-08-12 14:01
Trade Relations - US tariffs of 50% on many Indian exports are not solely due to geopolitics [1] - Agriculture and dairy are key points of contention in trade talks between the US and India [1]
The consolidated sales of VILVI Group July 2025
Globenewswire· 2025-08-11 06:31
Group 1 - VILVI Group reported consolidated sales of EUR 24.57 million for July 2025, representing a 20.6% increase compared to July 2024 [1] - For the period of January to July 2025, the consolidated sales of the Group reached EUR 167.42 million, marking a 21.9% increase compared to the same period last year [1]
Saputo Announces Election of Directors
Globenewswire· 2025-08-08 19:28
Group 1 - Saputo Inc. announced the election of its board of directors at the annual meeting of shareholders held on August 8, 2025 [1] - The nominees received significant support, with voting results showing high percentages of approval, such as Victor L. Crawford receiving 99.94% of votes in favor [2] - The company is recognized as one of the top ten dairy processors globally, producing a wide range of dairy products including cheese, fluid milk, and dairy alternatives [3] Group 2 - Saputo is a leading cheese manufacturer in Canada and ranks among the top three cheese producers in the USA [3] - The company operates in multiple countries, including Australia, Argentina, and the United Kingdom, where it holds leading positions in dairy processing [3] - Saputo's products are marketed under both market-leading brands and private label brands, indicating a strong presence in the dairy market [3]
机构:仅美国乳制品进入印度就可能造成200亿美元损失
Xin Lang Cai Jing· 2025-08-07 14:40
Core Viewpoint - SBI Research, the research arm of India's largest bank, indicates that allowing only U.S. dairy products into India could lead to a loss of ₹1.8 trillion (approximately $200 billion), with over half of this loss directly reflected in a decline in agricultural retail prices [1] Group 1 - SBI Research highlights the significant financial impact of restricting dairy imports to U.S. products, estimating a total loss of ₹1.8 trillion [1] - The report emphasizes that more than 50% of the projected loss will manifest as a decrease in retail prices for agricultural products [1]
India's Modi says protecting farmers from Trump tariffs is his top priority #politics
Bloomberg Television· 2025-08-07 13:24
India will never compromise on the interest of farmers, fishermen and dairy farmers. I know personally I will have to pay a heavy price for it. But I am ready for it. ...
Windfall Bio's Partnership with Amazon's Climate Pledge Fund and Whole Foods Market Highlighted in Annual Sustainability and Impact Reports
GlobeNewswire News Room· 2025-07-30 12:35
Core Insights - Amazon and Whole Foods Market released their annual sustainability and impact reports, highlighting their commitment to environmental efforts and recognizing Windfall Bio for its innovative methane transformation technology [1][2] Company Overview - Windfall Bio utilizes natural soil microbes, known as mems, to convert methane into high-value organic fertilizer, addressing the significant warming potential of methane, which is over 86 times greater than carbon dioxide over a 20-year period [1][6] - The company was founded in 2022 and is based in San Mateo, California, backed by prominent venture capital firms including Amazon's Climate Pledge Fund [7] Pilot Projects - Windfall Bio successfully piloted its methane transformation technology at two dairy farms, Straus Family Creamery and Darigold, demonstrating a pathway for food retailers to reduce Scope 3 emissions while generating economic returns from organic fertilizer production [2][3] Collaboration and Funding - The collaboration between Whole Foods Market and Windfall Bio facilitated the pilot projects, supported by funding from Amazon's Climate Pledge Fund, which helped develop the necessary infrastructure [3][4] - Windfall Bio was selected as a fellow in the 2025 cohort of the Compute for Climate Fellowship, providing startups with advanced computing services to scale their operations [4][8] Industry Impact - The innovative approach of Windfall Bio presents a model for consumer packaged goods (CPG) companies and food retailers to transform methane emissions into valuable resources, contributing to more resilient supply chains [4]