Netherlands · Delayed Price · Currency is EUR Acomo Earnings Call Transcripts
Fiscal Year 2025
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Record sales and profit growth in 2025, led by Spices and Nuts, Organic Ingredients, and Food Solutions, while Edible Seeds faced challenges but is expected to recover in 2026. Working capital and leverage are set to decline as cocoa prices normalize.
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Record H1 2025 sales and profit driven by strong performance in spices, nuts, and organic ingredients, despite volatility from commodity prices and tariffs. Working capital rose with higher input costs, but the balance sheet and leverage remain strong.
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The group targets €2 billion in sales and a 9% EBITDA margin midterm, driven by organic growth and acquisitions in specialty ingredients. Focus includes expanding key segments, investing in value-added processing, and leveraging plant-based and sustainable food trends, with financial discipline and supply chain resilience. Financial discipline and supply chain resilience underpin growth ambitions.
Fiscal Year 2024
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Record 2024 results with 8% sales and 18% adjusted EBITDA growth, led by strong H2 recovery and segment expansion. Spices and nuts, organic ingredients, and tea drove gains, while edible seeds faced headwinds. Dividend of EUR 1.25 proposed.
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H1 2024 featured robust growth in spices and nuts, offset by significant losses in the organic segment due to extreme cocoa price volatility. EBITDA fell 9% year-over-year, but the group maintained strong financial ratios and continued strategic expansion through acquisitions and capacity investments.