Balchem (NasdaqGS:BCPC) Q4 2025 Earnings call February 20, 2026 11:00 AM ET Speaker4Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today. At this time, I would like to welcome everyone to Balchem's fourth quarter, full year, 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during that time, simply press star, th ...

ICL Group (NYSE:ICL) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAnantha Desikan - EVP, Chief Innovation and Technology OfficerAviram Lahav - CFODan Rizzo - SVPElad Aharonson - CEOJoel Jackson - Managing Director of Equity ResearchPeggy Reilly Tharp - VP of Global Investor RelationsRaviv Zoller - ChairmanConference Call ParticipantsBenjamin Theurer - Equity Research AnalystOperatorGood morning, ladies and gentlemen, and welcome to the ICL fourth quarter 2025 earnings internationa ...

ICL Group (NYSE:ICL) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker5Good morning, ladies and gentlemen, and welcome to the ICL fourth quarter 2025 earnings international conference call. At this time, all lines are in a listen-only mode. Following the presentation, we will conduct a question and answer session. If at any time during this call require immediate assistance, please press star zero for the operator. I would now like to turn the conference call over to Peggy Reilly Tharp, Vice Presi ...

Orkla's ingredients business unit has agreed to buy Senna, the Austrian producer of margarine, sauces and dressings, from Vivatis Holding. Financial terms of the transaction were not revealed. In a statement yesterday (17 February), Orkla Food Ingredients (OFI) said the acquisition “strengthens” its position in the Central and South East European (CSE) region and establishes new market positions in Austria and Italy. Manuela Banu, the CEO of OFI in the CSE region, said: “Austria and Italy represent new ...

Company Overview - Ingredion is a leader in global ingredient solutions with a strong focus on customer service, productivity, and innovation [1] - The company has over 40 years of experience in the food industry and has been led by CEO Jim Zallie for 17 years [1] Financial Performance - In 2025, Ingredion achieved record results, generating $950 million in cash from operations [1] - Approximately half of the cash from operations was returned to shareholders, indicating a commitment to shareholder value [1] Strategic Initiatives - Jim Zallie has successfully integrated strategic acquisitions that have expanded Ingredion's portfolio, particularly in sugar reduction, clean label, and texture solutions [1]

Ingredion 2026 CAGNY Presentation James Zallie Chairman, President and CEO Patrick Kalotis Executive Vice President, Texture & Healthful Solutions Rob Ritchie Executive Vice President, Food & Industrial Ingredients U.S./Canada and LATAM, and Sugar Reduction Jim Gray Executive Vice President and CFO February 17, 2026 Forward-looking statements Non-GAAP Financial Measures This presentation provides information about adjusted diluted earnings per share, adjusted operating income, adjusted EBITDA, adjusted ROIC ...

Company Announcement - Above Food Ingredients Inc. received a staff determination letter from Nasdaq indicating non-compliance with Listing Rule 5250(c)(2) due to a delay in filing interim financial statements for the six-month period ended July 31, 2025 [1] - The interim financial statements have been completed and will be filed within one week after the audited annual financial statements included in the Company's Form 20-F are submitted [2] - The Company is in the final stages of the audit process and expects to file the Form 20-F imminently, which will allow for the timely filing of the interim financial statements and restore compliance with Nasdaq requirements [2][3] Company Overview - Above Food Ingredients Inc. is an agricultural and food technology company focused on creating a healthier world by addressing global hunger through innovative solutions [4] - The Company leverages artificial intelligence-driven genomics and agronomy, along with proprietary seed development capabilities, to enhance its plant protein supply chain [4]

Manning reiterated that conversion from synthetic to natural colors represents “the single largest opportunity in the company’s history.” He said the industry push remains active in the U.S., Canada, and parts of Latin America, and he emphasized that Sensient has invested for years in natural color technologies, production capacity, quality systems, supply chain capability, and commercial resources to compete for the opportunity.In the fourth quarter, Sensient reported 2% local-currency revenue growth and f ...

Management attributes 2025 performance to strong sales execution and technical leadership, achieving 15% local currency adjusted EPS growth despite Q4 supply chain and weather disruptions. The company identifies the U.S. and Canadian transition from synthetic to natural colors as the single largest commercial opportunity in its history. Natural color conversion acts as a significant revenue multiplier, with management noting that $100 million in legacy synthetic revenue can convert at a ten-to-one rat ...

Financial Data and Key Metrics Changes - For the full year of 2025, the company reported a 3% local currency revenue growth, a 10% local currency adjusted EBITDA growth, and a 15% local currency adjusted EPS growth [5][22] - The overall adjusted EBITDA margin improved by 100 basis points [5] - In the fourth quarter, local currency revenue grew by 2%, while adjusted local currency operating profit remained flat [5][22] Business Line Data and Key Metrics Changes - The Color Group achieved 7.4% local currency revenue growth and 16.9% local currency operating profit growth for the year, with an adjusted EBITDA margin improvement to 23.7% from 22.1% [8][10] - The Flavors and Extracts Group experienced a 1.3% decline in local currency revenue but a 3.4% increase in local currency operating profit, with an adjusted EBITDA margin of 16.7% [10][12] - The Asia Pacific Group delivered 2.4% local currency revenue growth and 3.8% local currency operating profit growth for the year [12][13] Market Data and Key Metrics Changes - The Color Group's performance is driven by strong momentum in natural color conversions, particularly in the U.S., Canada, and parts of Latin America [6][7] - The Flavors and Extracts Group faced challenges due to severe weather events impacting agricultural ingredients, leading to a one-time inventory loss of approximately $3 million [11][12] - The Asia Pacific Group is expected to recover from regional demand disruptions, with a bounce back anticipated in the latter half of 2026 [12][14] Company Strategy and Development Direction - The company is focused on investing in research and development, production capacity, and a resilient supply chain to support customer needs during the natural color conversion process [7][8] - The goal is to capture a substantial portion of the $1 billion sales opportunity from natural color conversions, with significant capital expenditures planned [16][17] - The company anticipates a ramp-up in natural color inventory throughout 2026 and into 2027 [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving double-digit growth in the Color Group for 2026, driven by natural color conversions [15][38] - The company expects mid-single to high single-digit revenue growth for the Flavors and Extracts and Asia Pacific Groups in 2026, with a stronger performance anticipated in the second half of the year [15][92] - Management acknowledged that the first half of 2026 may see challenges in profit leverage due to ongoing investments [15][27] Other Important Information - The company plans to invest $150 million to $170 million in capital expenditures for 2026, with a focus on natural color conversion-related investments [16][25] - The adjusted tax rate for the fourth quarter of 2025 was 17.1%, down from 24.9% in the prior year [23] Q&A Session Summary Question: Conversion opportunity and pipeline for 2026 - Management indicated that approximately $5 million in conversion revenue was invoiced in Q3 and Q4 of 2025, with expectations for acceleration in Q3 and Q4 of 2026 as customer deadlines approach [34][37] Question: Impact of FDA changes on conversion timing - Management believes that FDA guidance will not materially change the timing of brand conversions, as customer commitment to conversion is driven by consumer demand [40][75] Question: Operating leverage and investment details - Management acknowledged that investments in technical personnel and R&D are impacting operating leverage, but these investments are necessary for achieving long-term sales goals [42][44] Question: Confidence in flavors and extracts improvement - Management expressed confidence in mid-single-digit revenue growth for the Flavors and Extracts Group, driven by recovery in agricultural ingredients and improved operational efficiency [89][92] Question: Update on Asia Pacific Group's performance - Management expects a return to revenue and profit growth in the Asia Pacific Group as logistical issues stabilize, with mid-single-digit growth anticipated for the year [92][93]