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Valmont Announces Appointment of Paul Maass to Its Board of Directors
Businesswire· 2026-02-23 18:00
Prior to Scoular, Mr. Maass served as President of the Commercial Foods and Private Brands segments for Conagra Brands. During his tenure, he also played a key role in the creation of Ardent Mills, ConAgra's milling joint venture with Cargill and CHS Inc., and served as Chairman of its Board of Directors. He currently serves on the Board of Directors of the Federal Reserve Bank of Kansas City, Lamb Weston Holdings, Inc. and holds numerous civic and advisory board roles across business, education, and commun ...
Here’s What Analysts Think About Bunge Global SA (BG)
Yahoo Finance· 2026-02-22 12:23
Bunge Global SA (NYSE:BG) is one of the best sugar stocks to buy according to hedge funds. Bunge Global SA (NYSE:BG) received several rating updates by analysts on February 5. JPMorgan lifted the price target on the stock to $130 from $117 and maintained an Overweight rating on the shares. UBS also raised the price target on Bunge Global SA (NYSE:BG) to $145 from $108, reaffirming a Buy rating on the stock and telling investors that the company reported a fiscal Q4 earnings beat and provided conservative g ...
The Andersons ANDE Q4 2025 Earnings Transcript
Yahoo Finance· 2026-02-18 16:34
Core Insights - The company is focused on profitable growth in both Agribusiness and renewables, with significant investments planned for 2026 [2][14] - The fourth quarter of 2025 saw record earnings per share (EPS) and strong operational performance, particularly in the renewables segment [4][5] - The company anticipates improved financial results in Agribusiness for 2026, driven by better market conditions and strong demand for ethanol [14][15] Financial Performance - In Q4 2025, the company reported net income of $67 million or $1.97 per diluted share, an increase from $47 million or $1.36 per diluted share in Q4 2024 [5] - Gross profit for Q4 2025 was $231 million, an 8% increase year-over-year, primarily due to higher volumes and margins in renewables [5][6] - Full-year gross profit reached $714 million, a 3% increase, with adjusted EBITDA for Q4 at $137 million compared to $117 million in 2024 [6][7] Agribusiness Segment - Agribusiness reported Q4 pretax income of $46 million, down from $56 million in 2024, with challenges in merchandising due to well-supplied grain markets [10][11] - The segment's adjusted EBITDA for Q4 was $80 million, compared to $88 million in 2024, reflecting the impact of a large harvest and favorable grain acquisition [11][12] - The company expects basis appreciation in the Western footprint and continued sorghum exports into 2026 [15][16] Renewables Segment - The renewables segment generated Q4 pretax income of $54 million, significantly up from $17 million in 2024, driven by full ownership of ethanol plants [12][13] - Ethanol production reached record levels, with board crush margins increasing by $0.15 per gallon year-over-year [12] - Adjusted EBITDA for renewables in Q4 was $69 million, compared to $41 million in the same quarter of 2024 [12] Strategic Outlook - The company plans to complete several large capital projects in 2026, enhancing operational efficiency and product handling capabilities [17][19] - There is optimism regarding the domestic demand for ethanol and related products, supported by favorable biofuels policies [18][20] - The company is well-positioned to serve customers with crop inputs and expects to maintain a strong balance sheet to support future growth [20]
Andersons Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-18 14:36
Adjusted EBITDA in the fourth quarter was $137 million , compared with $117 million in the prior-year quarter. Full-year adjusted EBITDA was $337 million , down from $363 million in 2024. The company said the quarterly EBITDA improvement reflected an increase in renewables that was partially offset by a year-over-year decline in agribusiness.Fourth-quarter gross profit increased 8% year over year to $231 million , which CFO Brian Valentine attributed primarily to “higher volume and margins in renewables,” a ...
The Andersons(ANDE) - 2025 Q4 - Earnings Call Presentation
2026-02-18 13:30
Earnings Call FOURTH QUARTER 2025 February 18, 2026 Q1'25 EARNINGS PRESENTATION Safe Harbor and Non-GAAP Financial Measures Certain information discussed today constitutes forward-looking statements. Actual results could differ materially from those presented in the forward-looking statements as a result of many factors including general economic, weather, and regulatory conditions, competition, geopolitical risk, and additional factors that are described in the company's publicly-filed documents, including ...
Six months of AB Akola Group: gross profit increased by 12% to EUR 92 million
Globenewswire· 2026-02-18 07:00
Core Insights - AB Akola Group's consolidated revenues for the first half of the financial year 2025/2026 reached EUR 754 million, a 1% decrease compared to the same period last year, despite a 7% increase in product sales volume to 1,673 thousand tons [1][2] - The group reported a gross profit increase of 12% to EUR 92 million and an operating profit increase of 3% to EUR 30 million, with EBITDA rising by 8% to EUR 47 million and net profit increasing by 2% to EUR 20 million [1][2] Financial Performance - Total trading volume increased by 6.3% from 1,574,232 tons in 2024/2025 to 1,672,867 tons in 2025/2026 [2] - Revenue decreased from EUR 761.7 million in 2024/2025 to EUR 753.6 million in 2025/2026, a decline of 1.1% [2] - Gross profit rose from EUR 82.5 million to EUR 92.2 million, an increase of 11.8% [2] - EBITDA increased from EUR 43.8 million to EUR 47.5 million, an 8.3% rise [2] - Operating profit grew from EUR 28.8 million to EUR 29.6 million, a 3% increase [2] - Net profit increased from EUR 19.2 million to EUR 19.5 million, a 1.9% rise [2] Segment Performance Partners for Farmers - Revenue for the Partners for Farmers segment decreased by 6.8% to EUR 518.9 million, with gross profit declining by 2.5% to EUR 36.9 million and operating profit down by 65.6% to EUR 2.7 million [5] - The segment faced challenges due to anti-dumping duties, price volatility, and adverse weather conditions affecting grain quality [3][4] Food Production - The Food Production segment generated EUR 241 million in revenue, a 12% increase year-on-year, with gross profit rising by 25.6% to EUR 50 million and operating profit increasing by 43.3% to EUR 27.8 million [6][8] - Poultry operations showed moderate growth, while instant foods experienced strong growth due to improved operational efficiency [7] Farming - The Farming segment reported EUR 26 million in revenue, with gross profit of EUR 3 million and operating profit of EUR 0.5 million [9][10] - Crop production volumes increased, but lower grain prices negatively impacted revenue [9] Other Products and Services - This segment generated EUR 11 million in revenue, with gross profit of EUR 2 million and an operating loss of EUR 1.4 million [11][12] - Despite revenue growth, margin pressures were evident due to increased operating costs and a higher share of lower-margin volumes [11] Company Overview - AB Akola Group is the largest agribusiness and food production group in the Baltics, employing over 5,000 people and operating across the entire food production chain [12]
Bunge Global Stock Outlook: Is Wall Street Bullish or Bearish?
Yahoo Finance· 2026-02-17 13:53
Chesterfield, Missouri-based Bunge Global SA (BG) operates as an agribusiness and food company that produces and supplies plant-based oils, fats, and protein. Valued at $23.7 billion by market cap, the company’s products are used in a wide range of applications, such as animal feed, cooking oils and flours, as well as bakery and confectionery, dairy fat alternatives, plant-based meat, and infant nutrition. Shares of this global agribusiness and food company have outperformed the broader market considerab ...
Brava Acquisition Corp(BRVAU) - Prospectus(update)
2026-02-13 21:27
As filed with the U.S. Securities and Exchange Commission on February 13, 2026. Registration No. 333-291080 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––––––––––––––––––– Brava Acquisition Corp. (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––––––––––––––––– | Cayman Islands | | --- | | 6770 | | N/A | (State or other jurisdiction of incorporation ...
Benchmark Initiates The Andersons, Inc. (ANDE) With Buy, Sees Strong Ethanol Momentum
Yahoo Finance· 2026-02-09 13:30
Core Viewpoint - The Andersons, Inc. is recognized as a strong investment opportunity, particularly due to its growing ethanol business and easing challenges in its Agribusiness segment, with a positive long-term growth outlook [2][3]. Group 1: Company Overview - The Andersons, Inc. operates in diversified sectors including Agribusiness and Renewables, with activities in commodity merchandising, grain terminal operations, and the production and distribution of plant nutrient products [4]. Group 2: Analyst Coverage and Growth Projections - Benchmark analyst Benjamin Klieve initiated coverage with a Buy rating and a price target of $75, citing strong momentum in the ethanol business and high visibility into future growth [2]. - The company aims for a run-rate of $7.00 in earnings per share by the end of 2028, indicating a 36% compounded annual growth rate from $2.56 per share over the trailing twelve months ending September 30, 2025 [2]. Group 3: Strategic Investments - A significant $60 million investment is planned for the Clymers, Indiana ethanol plant, expected to add 30 million gallons of ethanol capacity by mid-2027 [3]. - The expansion of the export terminal at the Port of Houston is also underway, set for completion in 2026, which will enhance soybean meal exports and improve western grain export efficiency [3].
Alico Q1 Earnings Call Highlights
Yahoo Finance· 2026-02-05 22:30
Core Viewpoint - Alico is transitioning away from capital-intensive citrus production towards land monetization and management, reflecting improved profitability metrics and a focus on real estate development opportunities [5][7][21] Financial Performance - Alico reported total revenue of $1.9 million for Q1 fiscal 2026, a significant decline from $16.9 million in the prior-year period, primarily due to the conclusion of its citrus business [3] - The net loss attributable to common stockholders was $3.5 million, or $0.45 per diluted share, an improvement from a net loss of $9.2 million, or $1.20 per diluted share, in the prior-year quarter [2][4] - Adjusted EBITDA for the quarter was $2.7 million, compared to negative $6.7 million in the previous year [2] Land Sales and Utilization - Alico generated $7.7 million in land sales during the first quarter, with year-to-date land sales totaling approximately $34.5 million [4][10] - The company achieved 97% utilization of its approximately 32,500 farmable acres, reflecting a strategic shift towards land management [7][12] Development Pipeline - The Corkscrew Grove stewardship district was approved, with four near-term projects covering about 5,500 acres and an estimated present value of $335–$380 million [6][19] - Alico anticipates a decision from Collier County in 2026, with potential construction starting as early as 2028, contingent on federal permits [6][19] Balance Sheet and Liquidity - Alico ended the quarter with $34.8 million in cash and a current ratio of 14.39 to 1, with total debt at $85.5 million and net debt at $50.7 million [13][14] - The company expects to end fiscal 2026 with approximately $50 million in cash and reduce net debt to around $35 million [15] Shareholder Returns - Since 2015, Alico has returned over $190 million to shareholders through dividends, share repurchases, and voluntary debt reduction [21]