Vienna Jul 15, 2019 (Thomson StreetEvents) - Hoʻoponopono ʻia ʻo Agrana Beteiligungs AG loaʻa i ka hālāwai kūkā a i ʻole ka hōʻike ʻana i ka Pōʻalima, Iulai 11, 2019 ma 8:00:00am GMT
E na wahine a me na keonimana, mahalo no ke ku ana mai.ʻO wau ʻo Francesca, kāu mea hoʻokele Chorus Call.Welina mai, a mahalo iā ʻoe no ke komo ʻana i ka hālāwai kūkā AGRANA i nā hopena no Q1 2019/2020.(Nā kuhikuhi o ka mea hoʻohana)
Makemake au e hoʻohuli i ka ʻaha kūkā iā Hannes Haider, ke kuleana o ka Investor Relations.E ʻoluʻolu e hele mua, e ka haku.
ʻAe.Aloha kakahiaka, e nā lede a me nā keonimana, a hoʻokipa i ke kelepona ʻaha kūkā o AGRANA e hōʻike ana i kā mākou hopena no ka hapaha mua o '19-'20.
Me mākou i kēia lā he 3 o 4 mau lālā o kā mākou Papa Hoʻokele.E hoʻomaka ʻo Mr. Marihart, ko mākou Luna Nui, i ka hōʻike me kahi hoʻolauna koʻikoʻi;a laila ʻo Mr. Fritz Gattermayer, ko mākou CSO, e hāʻawi iā ʻoe i nā kala hou aʻe ma nā ʻāpana āpau;a laila CFO, Mr. Büttner, e hōʻike i nā hōʻike kālā i nā kikoʻī;a i ka hope, e hoʻopau ka Luna Nui me ka manaʻo no ka makahiki ʻoihana i koe.
Ma kahi o 30 mau minuke ka hōʻike, a loaʻa ka hōʻike e pili ana i kā mākou kelepona ma kā mākou pūnaewele.Ma hope o ka hōʻike ʻana, e hauʻoli ka Papa Hoʻokele e pane i kāu mau nīnau.
ʻAe.Aloha kakahiaka, nā lede a me nā keonimana.Mahalo iā ʻoe no ke komo ʻana i kā mākou kelepona ʻaha kūkā ma kā mākou hapaha mua o '19-'20.
Loaʻa ka loaʻa kālā, loaʻa iā mākou he EUR 638.4 miliona, no laila ʻo EUR 8 miliona ma luna o ka hapaha mua o ka makahiki i hala.A ʻo EBIT-akamai, loaʻa iā mākou ka EUR 30.9 miliona, ʻo ia ka EUR 6.3 miliona ma lalo o ka hapaha mua o ka makahiki i hala.A emi iho ka palena EBIT me 4.8% me 5.9% a laila.
Hōʻike ʻia kēia hapaha mua e ka hoʻohana piha ʻana i ka mana i kā mākou mea kanu kānana Aschach ma Austria a me ka piʻi ʻana o nā kumukūʻai ethanol, no laila ʻo 86% ka EBIT o ka māhele Starch ma luna o ka makahiki i hala.
Ma ka ʻāpana Hua, ʻo nā kumu kūʻai i pili i ka waiwai i hoʻokahi manawa i ka ʻoihana hoʻomākaukau hua i mālama i ka EBIT o ka māhele ma lalo o ka hapaha makahiki mua, a hoʻohālikelike ʻia ka EBIT maikaʻi ʻole o ka ʻāpana Sugar i kēia hapaha mua me kahi hapaha mua maikaʻi i ka hope. makahiki.
Hōʻike ka haʻihaʻi ʻana o ka loaʻa ma ka ʻāpana, ʻo ka nui, hāʻawi ʻia ka piʻi ʻana o 1.3% i ka loaʻa kālā ma ka ʻaoʻao Hua, a me 14.5% ma ka ʻaoʻao Starch a me ka liʻiliʻi o 13.1% ma ka ʻaoʻao Sugar ka huina ma EUR 638.4 miliona.
Ua emi ka mahele o ka Sugar e like me ia hooulu ana i ka 18.7% a ua pii ka Starch mai 28.8% a i 32.5% a he emi iki no hoi no ka mahele o ka hoomakaukau hua mai 49.5% a i 48.8%.
Ma ka ʻaoʻao EBIT, ʻo ka mea kupaianaha ʻo ia ka huli ʻana o ka ʻāpana Sugar mai ka hoʻohui ʻana i ka EUR 1.6 miliona i ka emi ʻana o ka EUR 9.3 miliona.E like me ka mea i ʻōlelo ʻia, aia kahi kokoke pālua i ka Starch EBIT, a aia ka emi ʻana o 14,5% ma ka EBIT o ka ʻāpana Hua, no laila ka huina o ka EUR 30,9 miliona.ʻO ka palena EBIT ma ka hua he 7%.I ka Starch, ua ho'ōla mai ka 5.5% a i ka 8.9%.A ma Sugar, ua lilo ia i mea hoʻemi.
Nānā hoʻopukapuka wā pōkole.ʻOi aku a liʻiliʻi paha mākou i ka hapaha 1 i ka makahiki i hala me EUR 33.6 miliona.Ma Sugar, ua lilo mākou i EUR 2.7 miliona wale nō.Ma Starch, ka mahele o ka liona me EUR 20.8 miliona, e like me nā papahana nui;a ma nā hua, EUR 10.1 miliona.Ma ka kikoʻī, ma nā huaʻai, aia kahi laina hana lua ma ka mea kanu hou ma Kina e kūkulu ʻia nei.Aia kekahi mau laina hana hou ma ko mākou mau pūnaewele Australia a me Lūkia, a aia kahi lab hou no ka hoʻomohala ʻana i nā huahana ma ka mea kanu ʻo Mitry-Mory ma Farani.
Ma ka Starch, ke hoʻomau nei ka pālua ʻana o ka mea kanu starch palaoa ma Pischelsdorf a i kēia manawa i ka pae hope.No laila, e hoʻomaka ana i ka hopena o ka makahiki.A ʻo ka hoʻonui ʻia ʻana o ka mea kanu derivatives starch ma Aschach ma hope o ka piʻi ʻana [hoʻolimalima] i ka makahiki i hala.I kēia manawa ua hoʻoikaika mākou i nā huahana i hoʻohui ʻia e kēia hoʻonui ʻana o ka mea kanu derivatives starch.A aia kekahi mau hana e hiki ai iā mākou ma ka pūnaewele Aschach ke hoʻoponopono i ka hana kulina kūikawā hou aʻe a hana - e maʻalahi i ka hoʻololi ʻana mai kahi ʻano ʻano i kekahi.
Ma ka ʻaoʻao Sugar, ke hoʻopau nei mākou i ka hale kūʻai hou no nā huahana i hoʻopau ʻia ma Buzau, i Romania, a ke hoʻokomo pū nei mākou i nā centrifuges hou i kā mākou mea kanu Czech ma Hrušovany e hōʻemi i ka hoʻohana ʻana i ka ikehu.
No laila ke hāʻawi aku nei au i koʻu hoa hana, ʻo Mr. Gattermayer, nāna e hāʻawi iā ʻoe i ka ʻike hou aku e pili ana i ia mau mākeke.
Fritz Gattermayer, AGRANA Beteiligungs-Aktiengesellschaft - Luna Kūʻai Nui a me ka lālā o ka Papa Hoʻokele [4]
Mahalo nui loa iā ʻoe.Aloha kakahiaka.E hoʻomaka me ka ʻāpana Hua.E pili ana i ka hoʻomākaukau ʻana i nā huaʻai, pale maikaʻi ʻo AGRANA i kona kūlana a i ʻole hiki iā ia ke pale i kona kūlana ma nā mākeke saturated o European Union, a me ʻAmelika ʻĀkau.Ua hoʻomau mākou i ka nānā ʻana i kā mākou hoʻololi ʻana i nā ʻāpana waiu ʻole e like me ka palaoa, ice cream, foodservice, a pēlā aku me nā puke hou a me nā mea kūʻai aku.A ʻo ka hoʻomau ka manaʻo nui a me ka traceability o nā meaʻai, pū kekahi, a ua loaʻa iā mākou - ke hoʻolaha ʻia nei ka nui o nā huahana ma nā ʻano huahana āpau e like me nā meaʻai wikiwiki a olakino ma waena o nā meaʻai a pēlā aku.
E pili ana i ka concentrates huaʻai, ke kaiapuni makeke, loaʻa iā mākou ke koi no ka ʻāpala wai concentrate e hoʻomau mau nei.Ua kūʻai maikaʻi ʻia a kūʻai ʻia nā huahana i loaʻa mai ka hana puna o kēia manawa.Ua loaʻa iā mākou kahi hoʻomohala kūʻai maikaʻi loa ma ʻAmelika Hui Pū ʻIa a ʻo ka hoʻokomo ʻana i ka wai berry concentrates mai ka hua 2018 a ʻo kekahi hapa hoʻi mai ka hua 2019 ua ʻoi aʻe a emi ʻole paha.
E pili ana i ka loaʻa kālā, ʻoi aku ka paʻa o ka loaʻa kālā o ka ʻāpana hua ma ka EUR 311.5 miliona.No ka hoʻomākaukau ʻana i nā meaʻai, ua hōʻike ka loaʻa kālā i kahi piʻi liʻiliʻi ma muli o ka piʻi iki ʻana o ka nui o nā kūʻai.I nā hana ʻoihana koʻikoʻi, ua emi ka loaʻa kālā mai ka makahiki i hala aku nei no nā kumu kumu kūʻai ma muli o ke kumukūʻai paʻa o ka apple o 2018.
Ua emi ka EBIT ma mua o ka makahiki ma mua.ʻO ke kumu o ia mea aia ma ka ʻoihana hoʻomākaukau hua.Ua loaʻa iā mākou nā hopena i kekahi manawa e pili ana i nā mea maka ma Mexico, ka nui o ka mango a me ka strawberry.Ma muli o ka hua nui o nā ʻāpala ma Ukraine a me Polani a me Rūsia, ua emi iho ko mākou kumu kūʻai kūʻai no nā ʻāpala hou ma Ukraine, a ua loaʻa iā mākou nā kumukūʻai limahana.A ʻo ka EBIT i loko o ka ʻoihana paʻa wai huaʻai ua hoʻokiʻekiʻe nui ʻia a hoʻopaʻa ʻia i ka pae kiʻekiʻe o ka makahiki mua o ka - pae o ka makahiki i hala.
E pili ana i ka ʻāpana Starch, ʻo ka nui o ke kūʻai aku o ka mākeke - ke hoʻomau nei ka ulu ʻana.Ua loaʻa iā mākou ma nā wahi huahana a pau.ʻO ka mana ʻono ma ka ʻaoʻao ʻē aʻe, ʻoi aku hoʻi ma Middle Europe a me Southeheast Europe, ke hoʻomau nei ka underutilized a hoʻomau ʻia ka hoʻomohala ʻana o ka mākeke e pili ana i ka isoglucose e ke kaomi volume.Kiʻekiʻe loa ka hoʻokūkū.Ua kūpaʻa nā helu kūʻai no nā starch maoli a i hoʻololi ʻia.Ua maʻalahi ka hoʻolako ʻana i nā mākoki cereal no ka pepa ʻEulopa a me ka ʻoihana papa corrugated a ke hāʻawi hou ʻia nei ka hoʻonui ʻana i nā puke kiko.
No ka ethanol, loaʻa iā mākou nā huaʻōlelo ethanol kiʻekiʻe loa.Ua hāʻawi maikaʻi loa ka ʻoihana bioethanol i ka hopena o ka māhele Starch.Ua kākoʻo ʻia nā huaʻōlelo e ka hemahema o ka lako, ma ka ʻĀkau a me ke Komohana o ʻEulopa, a ua hoʻohuli ʻia hoʻi e ka palekana e pili ana i ke kanu ʻana i ka kulina ma ʻAmelika Hui Pū ʻIa, a ʻoiaʻiʻo hoʻi, ke kiʻekiʻe o ke kumukūʻai o ka ethanol i hana ʻia ma ʻAmelika Hui Pū ʻIa. hopena ma ka mākeke ulu, pū kekahi.ʻO ka hana mālama i ka nui o nā ʻāpana i hana ʻia no kahi lako pōkole i loko o ka European Union.
E pili ana i ka ʻāpana meaʻai, pono mākou - ua hiki iā mākou ke hoʻomau i ka ulu mau ʻana o ka noi no nā meaʻai GMO-free a ʻo ia ke kumu i loaʻa ai nā kumukūʻai paʻa ma muli o ka piʻi nui ʻana.
Hōʻike ka pakuhi aʻe iā ʻoe i ka hoʻomohala ʻana i nā kumukūʻai kulina a me ka palaoa.ʻIke ʻoe ma ka ʻaoʻao ʻākau, ʻoi aku ka liʻiliʻi o ke kulina a me ka palaoa ma ka pae like.ʻO ke āpau ma waena o ke kulina, ʻoi aku ka kiʻekiʻe o ka palaoa ma mua o ke kulina.ʻO ia -- aia [ma waena o ka palaoa] a i kēia manawa aia mākou ma kahi o EUR 175 no hoʻokahi tona.
A ma kekahi ʻaoʻao, ke hoʻi ʻoe i kekahi mau makahiki i ka makahiki 2006 a me 2011, ʻike ʻoe i nā pae like ʻole a loaʻa iā mākou i kēia manawa kahi pae e like me 2016 a me 2011, ʻoiaʻiʻo, aia ke ʻano a me ka mākeke volatile i ka makahiki.Ke hoʻomau nei me nā kumukūʻai ethanol a me ka petrol, ʻike ʻoe i ka hoʻomohala e like me ka mea i ʻōlelo ʻia.ʻO ka hopena nui o nā kumukūʻai ethanol, ua loaʻa iā mākou kahi ʻōlelo ma ka lā 8 o Iulai o EUR 658. I kēia lā, ma kahi o EUR 670. A ke hoʻomau nei no nā pule a me nā mahina e hiki mai ana.Manaʻo mākou a no laila hiki iā mākou ke hoʻomau - e hoʻomau kēia hopena no kā mākou hopena no nā pule e hiki mai ana.
Ua piʻi ka loaʻa kālā no ka māhele Starch mai ka EUR 180 miliona a i ka EUR 208 miliona.ʻO ke kumu nui ka piʻi nui ʻana o ka loaʻa kālā ethanol, ʻoi aku ka ikaika o ka ʻōlelo Platts.A ʻo nā huahana ʻono me ka emi ʻana o nā kumukūʻai, ua hoʻonui ʻia ka loaʻa kālā ma o ke kūʻai ʻana i nā puke kiʻekiʻe.Ua hiki iā mākou ke uku i kekahi hapa ma laila, nā kumukūʻai haʻahaʻa no nā puke kiʻekiʻe.A e like me kaʻu i ʻōlelo ai e pili ana i nā starches, hiki iā mākou ke hoʻomau i ka loaʻa kālā a hoʻonui i kā mākou mau puke.
A ʻo -- he hopena maikaʻi nō hoʻi ka piʻi ʻana o ka loaʻa kālā mai ka meaʻai pēpē mai kahi haʻahaʻa a ke hele nei mākou i ke ala pololei.Manaʻo maikaʻi mākou i kēia pilikia.
Ua ʻōlelo mua ʻia ka EBIT, ua piʻi ʻo 86% mai 10 miliona a i 18.4 miliona tonnes (sic) [EUR 10 miliona a i EUR 18.4 miliona], a ʻo ia ka mea ma mua o ka piʻi nui ʻana o nā kumukūʻai mākeke o ka ethanol a mai ka loaʻa ʻana o ka nui ma nā mea āpau. ʻāpana huahana ʻē aʻe.
Ma ka ʻaoʻao kumu kūʻai a i ʻole ka ʻaoʻao hoʻolimalima, ʻoi aku ka nui o nā kumukūʻai maka no nā mea kanu 2018 i mau kumu kumu no ka loaʻa kālā.A ʻo ka hāʻawi kālā mai HANGRANA i hōʻole ʻia mai ka EUR 4.7 miliona a i ka EUR 3.2 miliona, hoʻemi ʻia ka EUR 1.5 miliona, i hoʻopilikia ikaika ʻia e ka pae haʻahaʻa o ka isoglucose a me nā huahana meaʻono.
Ke hoʻomau nei me ka māhele Sugar.E pili ana i ke kaiapuni makeke, paʻakikī a paʻakikī loa.ʻO ke kumukūʻai o ka mākeke honua i ʻoi aku ka liʻiliʻi ma ka pae like no ka mahina i hala.Ma ka ʻaoʻao ʻē aʻe, aia kahi hoʻomaikaʻi iki i hoʻohālikelike ʻia i kēia haʻahaʻa 9-makahiki no ke kō keʻokeʻo.I ʻAukake 2018, he $303.07 no ka tonne a ʻo ka haʻahaʻa haʻahaʻa he 10 mau makahiki o ke kō maka, ʻo ia i Kepakemapa 2018, he 10 mau mahina i hala aku nei ma $220 no ka tonne.
Kūlike ʻole i ka manaʻo, ʻo ka liʻiliʻi liʻiliʻi no ka mākeke kō i nā makahiki 2018-'19, ka hele ʻana o nā waihona waiwai, ʻoi loa ma India, alakaʻi i kahi kūlana mākeke honua.A ʻo FO Licht, kekahi o nā hui kūkākūkā koʻikoʻi, ke hoʻolālā nei i kahi hemahema liʻiliʻi no ka hopena o ka makahiki kūʻai kōpaʻa 2018-'19.
No mākou, ʻoi aku ka nui o ka mākeke kō ʻEulopa.ʻO ka mākeke kōpaʻa i ka makahiki 2018-'19, ua wānana ʻia a hiki i Iulai 2018, kahi hana nui o 20.4 miliona tonnes o ke kō ma muli o ke ʻano o ka wā maloʻo i ke kauwela hope loa, akā naʻe, ʻo ka manaʻo o ka European Commission mai ʻApelila 2019 kau i ka hana ma 7.5 miliona tona (sic) [17.5 miliona tona] ko.
E pili ana i ke kumu kūʻai kō awelika a me ka ʻōnaehana hōʻike kumukūʻai mai ka wā i hoʻopau ʻia ai nā ʻāpana kō, ua emi nui ke kumukūʻai a hoʻomau.I ʻApelila 2019, ua loaʻa i ke kumukūʻai maʻamau i ka EUR 320 no ka tonne a ke manaʻo nei mākou e hoʻomau.ʻO ka hoʻonui hou aku, e like me kaʻu i ʻōlelo ai, manaʻo ʻia no nā mahina e hiki mai ana o ka makahiki kūʻai kō 2018-'19.A ʻo kekahi hopena ʻē aʻe, ʻoi aku ka liʻiliʻi o nā waihona kō i ka hopena o kēia makahiki, e like me kaʻu i manaʻo ai.
Hōʻike ka pakuhi aʻe iā ʻoe i ka ʻōlelo koʻikoʻi no ke kō maka a me ke kō keʻokeʻo.A ke ʻike nei mākou, e like me kaʻu i ʻōlelo ai ma mua, ʻo ka 10 mau makahiki haʻahaʻa a me ka 9 mau makahiki haʻahaʻa, a i kēia manawa ua loaʻa iā mākou kahi pae kumu kūʻai no ke kō maka ma kahi o EUR 240 no ka tonne, a no ke kō keʻokeʻo o EUR 284 no ka tonne, ʻo ia hoʻi ʻo ke āpau. ma waena o ke kō keʻokeʻo a me ka maka he EUR 45 a i ʻole EUR 44 wale nō a ʻo ia hoʻi ka paʻakikī o ka hoʻomaʻemaʻe ʻana a me ka hoʻokūkū ma waena o ke kō keʻokeʻo ma ka mākeke honua a me ke kō i hoʻomaʻemaʻe ʻia i loko o ka European Union.
A ʻo ka pakuhi aʻe e hōʻike ana i ka ʻōnaehana hōʻike kumukūʻai a me ka helu #5 a me ka awelika - a ʻo ka London #5 a me ke kumukūʻai kuhikuhi EU aia ma EUR 404 akā ʻoi aʻe a emi ʻole paha ʻoe e ʻike ai mai Pepeluali 2017, kauwela 2017, ʻoi aku a i ʻole. liʻiliʻi ka pilina ma waena o #5 a me ke kumu kūʻai maʻamau o ʻEulopa no ke kō keʻokeʻo ma muli o kēia lako nui, i hana ʻia ma 2017-2018, i kēia manawa he haʻahaʻa haʻahaʻa mākou a no laila pono kēia correlation ma kahi haʻahaʻa haʻahaʻa.
E pili ana i ka loaʻa kālā, ma muli o ka mea aʻu i ʻōlelo ai ma mua, ʻo nā kumukūʻai haʻahaʻa, ua iho ka loaʻa i ka EUR 120 miliona, hoʻemi ʻia ka 13%, a ʻo kēia ke kumu kūʻai kūʻai kō i ka makahiki-ma-makahiki.A ua emi iho ka nui o ke kō i kūʻai nui ʻia i ka ʻāpana meaʻai ʻole.A ma muli o ia mea, ua iho ka EBIT mai ka EUR 1.6 miliona a i ka emi ʻana o ka EUR 9.3 miliona a he hōʻemi ia i ʻōlelo ʻia ma muli o ka nalowale o nā puke, nā haʻahaʻa haʻahaʻa, a ma kēlā ʻaoʻao hoʻi, i nā kumukūʻai haʻahaʻa o ke kō, akā. manaʻo mākou e piʻi a emi mai paha mākou i ka wā e hiki mai ana.
Mahalo iā ʻoe.Aloha kakahiaka, nā lede a me nā keonimana.Hōʻike ka hōʻike kālā i hoʻohui ʻia i ka piʻi ʻana o nā loaʻa o 1.3%, e like me ka mea i ʻōlelo ʻia, i ka EUR 638.4 miliona.
ʻO ka EBIT i ka EUR 30.9 miliona he hōʻemi o 16.5%.EBIT margin, 4.8%, i lalo hoʻi.A ʻo ka loaʻa kālā no ka manawa, EUR 18.3 miliona.Hiki i nā mea kuleana o ka makua, EUR 16.7 miliona, he emi nui hoʻi.
Ua hoʻonui ʻia ka hopena kālā e 11.6%.Ua kiʻekiʻe aʻe kā mākou uku ukupanee ma muli o ka awelika o ka ʻaiʻē kālā nui.No laila, ʻo ka hoʻomaikaʻi ʻana i nā ʻokoʻa unuhi kālā o 36%, i lalo i ka EUR 1.6 miliona.Ua ʻoi aku ka kiʻekiʻe o ka ʻauhau me 32.5%, ʻoi loa ma muli o nā poho ʻauhau ʻauhau ʻole ma ka māhele Sugar kahi i loaʻa ai nā hopena maikaʻi i ka hapaha mua o '18-'19 ma Sugar.
Hōʻike ka hōʻike kālā i hoʻohui ʻia i ke kahe kālā ma mua o ka hoʻololi ʻana i ke kapikala hana o EUR 47.9 miliona.Hoʻohālikelike ʻia me ka Q1 hope loa.Ua loaʻa iā mākou kahi hopena kālā maikaʻi ʻole i nā hoʻololi i ke kapikala hana.ʻO ka hopena ʻupena i hoʻohālikelike ʻia me ka Q1 '18-'19 he hōʻemi ia [EUR 53.2 miliona], ka mea nui i alakaʻi ʻia e ka hōʻemi haʻahaʻa o nā waihona waiwai ma ka ʻāpana Sugar a me ka hoʻohaʻahaʻa kiʻekiʻe o nā aie e puka mai ana mai ka uku ʻana i nā lilo kālā o ka makahiki i hala.No laila hoʻopau mākou i ke kālā ʻupena i hoʻohana ʻia i nā hana hana o EUR 30.7 miliona.
ʻAʻole hōʻike ka waihona koena hoʻohui i nā loli nui.No laila ʻo nā hōʻailona koʻikoʻi, ʻo ka ratio kaulike he 58.2%, kūpono mau.ʻO ka hōʻaiʻē ʻupena ma ka EUR 415.4 miliona, e alakaʻi ana i kahi gearing o 29.2%.
ʻAe.ʻO ka hope, he nānā i ka makahiki piha no AGRANA Group.ʻOiai ke hoʻomau nei nā pilikia nui i ka ʻāpana Sugar, ka loaʻa kālā o ka hui, manaʻo ʻia ka EBIT e hoʻonui nui, ʻo ia hoʻi me 10% a me 50% i ka makahiki '19-'20, a ke manaʻo nei ka loaʻa kālā e hōʻike i ka ulu haʻahaʻa. .
ʻOi aku ka nui o kā mākou waihona kālā ma mua o ka depreciation o EUR 108 miliona me kahi o EUR 143 miliona.E like me kaʻu i ʻōlelo ai, ʻo ka mea nui ʻo ka hoʻopau ʻana i kā mākou mākū palaoa i kā mākou mea kanu Pischelsdorf.
ʻO ka ʻike kikoʻī hou aku no nā ʻāpana like.Ma ka ʻāpana hua, manaʻo ʻo AGRANA '19-'20 e lawe mai i ka ulu ʻana o ka loaʻa kālā a me ka EBIT.ʻO ka hoʻomākaukau ʻana i nā huaʻai, aia kahi ʻano loaʻa kālā maikaʻi i wānana ʻia ma nā wahi ʻoihana āpau, i alakaʻi ʻia e ka piʻi ʻana o nā kumukūʻai kūʻai.Pono ka EBIT e hōʻike i ka nui a me ka ulu ʻana o ka margin, e hopena i ka hoʻomaikaʻi ʻana o ka loaʻa kālā i kēlā me kēia makahiki.
Hoʻopili ka wai hua i ka loaʻa kālā a ke manaʻo ʻia nei ʻo EBIT i kēia makahiki piha e kūpaʻa ma kēia pae kiʻekiʻe o ka makahiki.
Māhele mākū.Maʻaneʻi, manaʻo mākou e piʻi nui ka loaʻa kālā a ke manaʻo nei e kūpaʻa nā mākeke no ka starch no ka mea e hoʻomau ʻia nā huahana saccharification i hoʻokumu ʻia i ka starch e nā kumukūʻai kō ʻEulopa, nā huahana kūikawā e like me ka pēpē pēpē a i ʻole nā mākaʻikaʻi organik a me nā huahana GMO-ʻole pono e hoʻomau. hoʻoulu i ka hoʻoikaika mau.
ʻO nā huaʻōlelo kiʻekiʻe no ka ethanol i hoʻopau i ka loaʻa kālā a me ke kūlana loaʻa.A i ka manaʻo ʻana i ka hōʻiliʻili ʻana i ka palaoa ma 2019 a me ka hoʻohaʻahaʻa liʻiliʻi o nā kumukūʻai maka i hoʻohālikelike ʻia i ka makahiki maloʻo 2018, manaʻo ʻia ka EBIT o ka māhele Starch e hoʻonui nui ʻia mai ka pae makahiki ma mua.
ʻO ka ʻāpana Sugar, eia ʻo AGRANA e hoʻomaka ana i kahi haʻahaʻa haʻahaʻa i ka manaʻo o ka hoʻomau ʻana o ka mākeke kōpaʻa paʻakikī.Hiki i nā polokalamu ho'ēmi kumukūʻai ke hoʻomau i ka hoʻohaʻahaʻa ʻana i ka palena, akā ke manaʻo nei ka EBIT e noho maikaʻi ʻole i ka makahiki 2019-'20 piha.
ʻAe.He hoʻomanaʻo wikiwiki wale nō.Ma hope o kā mākou ʻAha Kūkākūkā makahiki i ka Pōʻalima i hala a me [ka lā hoʻokō i hōʻike ʻia i nehinei], i kēia lā, loaʻa iā mākou nā lā moʻolelo no ka puʻunaue '18-'19, a ʻapōpō, loaʻa iā mākou ka uku o ka puunaue.
He mau nīnau kaʻu, ʻo kekahi o lākou e pili ana i ka hana i ka hapaha mua, ʻo kekahi o lākou i ka outlook.E hana paha kāua ma ka ʻāpana.
Ma ka ʻāpana Sugar, ua ʻōlelo ʻoe i nā papahana mālama kumukūʻai e hoʻomau nei e hoʻohaʻahaʻa i ka margin.Hiki iā ʻoe ke ʻoluʻolu e helu i ka nui o ka mālama kālā āu e makemake ai e loaʻa?A inā ʻoe e kamaʻilio e pili ana i ka EBIT e waiho nei ma ka ʻāina maikaʻi ʻole, hiki paha iā ʻoe ke hoʻomālamalama hou aku i ka nui o kēlā hopena hana maikaʻi ʻole?
No ka māhele Starch, ua ʻōlelo ʻoe, ʻoiaʻiʻo, ua kākoʻo nui ʻia ka hapaha mua e nā huaʻōlelo no ka bioethanol ma muli o kekahi mau hemahema e hāʻawi pū ana i kēlā.He aha ka manaʻo, i kou manaʻo, no nā hapaha e hiki mai ana ma kēia ʻano?
A laila ma ka ʻāpana Hua, i ka hapaha mua, ua ʻōlelo ʻoe i nā hopena hoʻokahi.Hiki iā ʻoe ke helu i ka nui o ka hopena o kēia mau hopena hoʻokahi?A he aha ka mea e pono ai ka mea hoʻokele no ka hoʻomaikaʻi ʻana i ka ʻāpana Hua, ʻoi aku ka hana o ka hopena hopena?
A laila, ʻo ka mea hope akā ʻaʻole ka mea liʻiliʻi loa, no ka ʻauhau ʻauhau, he aha ke kumu o kēia ʻauhau ʻauhau kiʻekiʻe?ʻO kēia ka manawa.
ʻAe.E pili ana i ka papahana mālama koʻikoʻi i ke kō, ʻoiaʻiʻo, ke hele nei mākou i nā koina limahana a loaʻa kekahi mau hopena ma laila.Akā ʻo ka mea nui ke hana mākou i kahi manaʻo o nā papa hana.No laila, ke hahai nei mākou me kā mākou hui i ke kūlana quota-free, ʻo ia hoʻi i kēlā me kēia ʻāina, ʻo ka hui -- hoʻonohonoho hana a hoʻonohonoho ʻia nā kūʻai a me nā hana ʻē aʻe.ʻO ia, mai koʻu ʻaoʻao, ʻo ka mālama kālā.He paʻakikī ka helu EBIT maikaʻi ʻole, pili i ke kūlana o kēia makahiki, e emi ana ma laila - a ʻoi aku ka nui o ke kō ma mua o ka makahiki i hala, no laila paʻakikī ke helu ʻana i kēia manawa.
A ʻo kēia mau kumukūʻai, loaʻa iā ʻoe ka helu no lākou a i ʻole no ka mea he mea kēia āu - ʻo kāu haʻawina kūloko.
Koe aku.No laila ke hana nei mākou i kēlā.E pili ana i ka manaʻo ethanol, manaʻo mākou e hoʻomau ʻia kēia no ka pule aʻe a hiki i ka hāʻule ʻana a ʻoi aku ka nui ma mua o ke kumukūʻai i hoʻopaʻa ʻia ma muli o kēia loli nui o ke kūlana koi / lako i loko o ka European Union.
E pili ana i nā hopena - nā hopena maikaʻi ʻole i ka ʻāpana Hua, no laila ke manaʻo nei wau ua ʻōlelo mākou ua loaʻa ka hopena maikaʻi ʻole mai ka mea maka.No laila, ʻike mākou i kahi hopena maikaʻi ʻole ma kahi o EUR 2 miliona e puka mai ana mai loko mai o ka mango a me ka strawberry me ke koi ʻana o ka EUR 1.2 miliona a me ka hopena maikaʻi ʻole i nā ʻāpala ma Ukraine ma kahi o EUR 0.7 miliona, no laila ka huina o ka EUR 2 miliona e puka mai ana mai kēia mau mea hoʻokahi. i ka mea maka.Eia kekahi, loaʻa iā mākou nā koina limahana ma kahi o ka EUR 700,000 a me nā koina hou aʻe i nā koina limahana o ka EUR 400,000 a i ka EUR 500,000.A laila ua loaʻa iā mākou nā hopena ʻē aʻe mai ka hoʻemi iki ʻana o nā puke ma nā wahi like ʻole e like me ka EUR 1 miliona i ka huina.
EUR 4 miliona i hoʻohālikelike ʻia me ka makahiki i hala.No laila he $2 miliona mau mea maka hoʻokahi manawa;EUR 1 miliona, e ʻōlelo wau, ke kumukūʻai o nā limahana;a me EUR 1 miliona ma waho o ka ʻoihana hana e pili ana i nā puke, a me nā mea ʻē aʻe.
E kala mai, me ka ʻauhau ʻauhau, ua haʻi mua wau, no laila ke kumu nui kēia o nā poho a mākou e ʻike ai ma ka ʻāpana Sugar, kahi i alakaʻi ai i kahi ʻauhau kiʻekiʻe loa i ka makahiki holoʻokoʻa o '18-'19, pēlā mākou e hana ai. ʻaʻole e hoʻonui i kēia mau poho ʻauhau ma muli o ka nānā ʻana i ka midterm ma Sugar.
ʻAʻohe nīnau hou i kēia manawa.Makemake au e hoʻihoʻi iā Hannes Haider no ka pani ʻana i nā manaʻo.
ʻAe.Inā ʻaʻohe nīnau hou, mahalo no kou komo ʻana i ke kelepona.Makemake mākou iā ʻoe i kahi lā maikaʻi i koe a me ke kauwela maikaʻi.Aloha.
E nā lede a me nā keonimana, ua pau ka ʻaha kūkā, a hiki iā ʻoe ke wehe i kāu mau laina.Mahalo no kou komo ʻana.He lā ʻoluʻolu.Aloha.
Ka manawa hoʻouna: Jul-18-2019