Core Insights - Corbion reported strong financial results for the year ending December 31, 2025, with significant growth in sales and adjusted EBITDA, reflecting the company's effective strategies in sustainable food ingredients [1][6]. Financial Performance - Organic sales growth for 2025 was +2.2%, with Q4 showing a stronger growth of +5.4% [2]. - Total sales reached €1,267.4 million for the year, with Q4 sales at €310.2 million [2][4]. - Adjusted EBITDA for the year was €204.3 million, representing a +26.7% organic growth, with Q4 adjusted EBITDA at €48.0 million [2][4]. - Operating profit increased to €116.5 million, reflecting an organic increase of +66.1% [2][4]. - Earnings per share (EPS) rose by +63.3% to €1.29 [2]. Dividend Proposal - The company proposed a dividend distribution of €1.00 per share, which includes a regular dividend of €0.64 and a special dividend of €0.36, highlighting its commitment to shareholder returns [2][6]. Segment Performance - In the Functional Ingredients & Solutions segment, positive volume/mix contributed to sales growth, with adjusted EBITDA margins improving by +230 basis points due to cost reductions and specialty product development [7]. - The Health & Nutrition segment experienced high-single-digit percent volume/mix growth, with Q4 showing particularly strong growth of +40%. The segment maintained a full-year adjusted EBITDA margin of 32.5% [8]. Future Outlook - For FY 2026, the company anticipates organic sales growth of +3-6% and an adjusted EBITDA margin of approximately 17%, with free cash flow expected to be around €85-90 million [5].

Financial Data and Key Metrics Changes - For the full year of 2025, the company reported record sales of $1.037 billion, an increase of 8.8% compared to the prior year, marking the first time sales surpassed $1 billion [5] - Record earnings from operations reached $209 million, up 14.4%, and record Adjusted EBITDA was $275 million, an increase of 9.8% from the previous year [5] - Fourth quarter consolidated revenues were $264 million, a 9.8% increase year-over-year, with GAAP earnings from operations of $52 million, up 10.2% [12][13] - Quarterly adjusted EBITDA was $68 million, an increase of 8.1%, with consolidated net income at $39 million, up 16.8% [13][18] Business Segment Data and Key Metrics Changes - The human nutrition and health segment generated sales of $166 million, a 12.7% increase from the prior year, with earnings from operations of $37 million, up 8.9% [19][20] - The animal nutrition and health segment reported sales of $61 million, a 4.9% increase, with earnings from operations of $6 million, up 8.6% [20][21] - The specialty products segment delivered sales of $35 million, a 6% increase, with earnings from operations of $11 million, up 5.5% [22][23] Market Data and Key Metrics Changes - More than half of the sales growth in 2025 came from markets outside the United States, indicating a strong international demand [8] - The dairy market remains healthy, particularly for dairy protein, while modest improvements were noted in the European feed-grade choline market following anti-dumping duties [14][21] Company Strategy and Development Direction - The company continues to invest in strategic growth priorities, including expanding sales and marketing reach both domestically and internationally [8][10] - Significant investments were made in plant and equipment to support growth, including a new microencapsulation manufacturing facility in New York State [10][11] - The company is focused on maintaining a strong balance sheet while returning capital to shareholders through share repurchases and dividend increases [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macroeconomic challenges and maintain growth momentum [24] - The company anticipates continued top and bottom-line growth in 2026, supported by strong competitive positions and a differentiated product portfolio [24] Other Important Information - The company achieved a net debt reduction to $89 million, with a leverage ratio of 0.3 [19] - The annual dividend was increased from $0.87 to $0.96 per share, marking the 17th consecutive year of double-digit growth [11][12] Q&A Session Summary Question: Discussion on the partnership with the New York Jets - Management highlighted the successful partnership, which has shifted the dialogue around the importance of choline for adult health, leading to increased adoption in various products [30][34] Question: Updates on clinical trials and their potential impact - Management confirmed ongoing clinical trials, with several expected to conclude in 2026, which could lead to new sales opportunities based on positive results [38][39] Question: Planned sales and promotional activities for 2026 - The company plans to enhance marketing efforts through social media and digital marketing, alongside existing partnerships with professional sports teams [49][50] Question: Impact of recent tariff decisions - Management expressed confidence in managing potential disruptions from tariff changes, noting that previous impacts were manageable and the company is well-positioned [46][48] Question: Effective tax rate assumptions - The effective tax rate is expected to be around 23% for modeling purposes, consistent with previous years [52] Question: International growth and pricing dynamics in Europe - Management reported improvements in European markets following recent regulatory changes, with expectations for continued growth in both volume and pricing [70][72][75]

Financial Data and Key Metrics Changes - The company achieved $1 billion of specialty-driven EBITDA for the year, with consolidated sales of $7.153 billion, up 5% year-over-year [4][8][9] - In Q4, sales were $1.701 billion, a 6% increase year-over-year, with consolidated adjusted EBITDA of $380 million, improving 10% year-over-year [7][8] - Adjusted diluted earnings per share for the quarter were $0.09, up 13% compared to the previous year [8] Business Line Data and Key Metrics Changes - Industrial Products segment sales for 2025 were $1.254 billion, with Q4 sales of $296 million, up 6% year-over-year [10][11] - Potash division sales for 2025 were $1.714 billion, with Q4 sales of $473 million, up 12% year-over-year [12] - Phosphate Solutions division sales for 2025 were $2.333 billion, with Q4 sales of $518 million, a 2% increase [13][14] - Growing Solutions sales for 2025 were $2.063 billion, with Q4 sales increasing 6% to $467 million [16] Market Data and Key Metrics Changes - Prices for bromine, potash, and phosphate fertilizers continued to rise in Q4, with potash prices averaging $348 CIF per ton, up more than 20% year-over-year [12][19] - The grain price index showed mixed results, with corn and soybeans improving while rice prices declined [24] - The shekel strengthened against the US dollar, impacting operational costs for the company [20][21] Company Strategy and Development Direction - The company is focusing on two strategic growth engines: Specialty Crop Nutrition and Specialty Food Solutions, with plans for further acquisitions [5][9] - The acquisition of Bartek Ingredients aims to enhance the company's portfolio in specialty food solutions [4][5] - The company is discontinuing less synergistic projects, including LFP battery material projects, to redirect resources towards more aligned opportunities [6][18] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth potential in potash and bromine markets, while acknowledging challenges from rising sulfur costs and currency fluctuations [34][35] - The company expects consolidated EBITDA for 2026 to be between $1.4 billion and $1.6 billion, with potash sales volume projected between 4.5 million and 4.7 million metric tons [21][22] Other Important Information - The company recorded a $14 million fee for water extracted from wells in the Dead Sea concession area, impacting Q4 results [27] - The balance sheet remains strong, with available resources of $1.6 billion and a net debt to adjusted EBITDA ratio of 1.3x [31] Q&A Session Summary Question: Guidance for 2026 and potential risks - Management highlighted potential upside from higher potash production and prices, while downside risks include rising sulfur costs and currency exchange challenges [34][35] Question: Demand in Brazil for Growing Solutions - Management noted that Brazil faced a difficult year due to high interest rates and credit availability issues, but expressed optimism for improvement in 2026 [41][44] Question: Sensitivity to the shekel and hedging - The company indicated that every 1% change in the shekel impacts approximately $10 million, with around 50% of exposure currently hedged [56][59] Question: Future of battery projects - Management clarified that the decision to pause LFP battery projects was strategic, focusing on core competencies and avoiding unnecessary risks [86][87]

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 ...

Core Viewpoint - Orkla's acquisition of Senna enhances its market presence in Central and South East Europe, particularly in Austria and Italy, while also aiming for profitable growth through operational efficiency and a broader product range [1][2]. Group 1: Acquisition Details - Orkla Food Ingredients (OFI) has agreed to purchase Senna, an Austrian producer of margarine, sauces, and dressings, from Vivatis Holding, with financial terms undisclosed [1]. - The acquisition is expected to close in the first half of 2026, pending regulatory approval [4]. Group 2: Strategic Importance - The acquisition strengthens OFI's position in the CSE region and establishes new market opportunities in Austria and Italy [1][2]. - Senna operates in over 20 countries and is the only margarine production facility in Austria, serving various segments including foodservice and industrial [2]. Group 3: Financial Performance - Senna reported sales of approximately €80 million ($92.6 million) in 2025 [3]. - The divestment by Vivatis is part of a strategic process aimed at ensuring the long-term competitiveness and sustainable success of Senna [3]. Group 4: Future Prospects - OFI's industry expertise and European presence are expected to facilitate further development and international expansion of the Senna brand [4]. - The CEO of Vivatis expressed confidence that the sale to OFI will create long-term prospects and strengthen Senna's market presence through new synergies [4]. Group 5: Company Background - OFI was established by Orkla in 1999 and serves a diverse customer base in the bakery, ice cream, and plant-based product sectors [6]. - In October 2023, Orkla sold a 40% stake in OFI to private-equity firm Rhône, valuing the unit at Nkr15.5 billion (approximately $1.4 billion) [5].

Shares in the chemicals and food ingredients distributor were down 14%, and the company said waning demand across its markets and regions stalled organic growth in 2025. https://t.co/2ro2p9CEyB ...

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]

Core Insights - The transition from synthetic to natural colors is identified as the largest opportunity in the company's history, with significant investments made in natural color technologies and production capacity [1][5] Financial Performance - In Q4 2025, Sensient reported a 2% local-currency revenue growth, while adjusted local-currency operating profit remained flat due to tariff-related supply chain disruptions and unforeseen weather events [2][3] - For the full year 2025, local-currency revenue grew by 3%, adjusted EBITDA increased by 10%, and adjusted EPS rose by 15% [2][6] - The Color Group achieved a 7.4% increase in local-currency revenue and a 16.9% rise in local-currency operating profit for 2025, with an adjusted EBITDA margin improvement to 23.7% [8] 2026 Outlook - The company anticipates mid-single-digit to double-digit growth in consolidated local-currency revenue and adjusted EBITDA for 2026, with stronger performance expected in the second half of the year [4][11] - Capital expenditures are projected to be between $150 million and $170 million in 2026, with an additional $225 million to $250 million planned for natural color conversion-related investments from 2025 to 2028 [4][12] Segment Performance - The Flavors & Extracts Group experienced a 1.3% decline in local-currency revenue for 2025, while local-currency operating profit rose by 3.4% [14] - The Asia Pacific Group saw a 2.4% increase in local-currency revenue for 2025, but faced a 1.9% decline in Q4 revenue due to tariff-driven supply chain disruptions [14] Investment and Strategy - The company is focused on accelerating natural color conversions, expecting invoiced amounts to increase significantly in H2 2026, with a target of $1 billion in natural color sales [5][6] - Management is investing in technical resources and commercial capacity to meet customer conversion timelines and avoid delays [13]