Dec 14, 2021

ADM Outlines Strategic Plans for Growth

公司还宣布,到2035

ADM举办了2021年的全球投资者日,宣布了一项全面的计划,将持续的收入增长到2025年的每股收益增长到$ 6.00- $ 7.00。

“我们履行了我们在上一个投资者日制定的承诺:建立更好的ADM,减少收益和现金流量的波动,并将基本收益从3.00美元提高到我们每股4.50美元的新的正常化基准的近50%。”董事长兼首席执行官胡安·卢西亚诺(Juan Luciano)。

“Now, with a premier Nutrition business and a repositioned portfolio that is well-aligned with enduring global trends, we’re powering strong, high single-digit percentage annualized earnings growth toward our new target milestone target of $6.00-$7.00 per share by 2025.”

该公司详细介绍了一项五年计划,其中包括:

  • 净增量营业利润增长$ 1.2B,这转化为高单位百分比EPS增长,从当前的归一化基线为$ 4.00- $ 4.50,到2025年的新基线为6.00-7.00美元。
  • 到2025年,所有三个业务部门的增长,营养为1.25-1.5B美元。
  • 股东价值创造的一致且强大的框架,包括持续的股息支付比率为30-40%的收益,约5B美元的股票回购,而没有现金的其他大量用途。
  • A continued target of 10% return on invested capital, significantly above the company’s long-term weighted average cost of capital of 7%, and generating $1B in EVA (economic value-add).

GHG Reduction

The company also announced that, in addition to its existing Strive 35 goals, which set forth ambitious reduction targets for energy and water use, trash to landfills, and Scope 1 and 2 greenhouse gas emissions, ADM will reduce Scope 3 greenhouse gas emissions by 25% by 2035 from a 2019 baseline.

Luciano说:“我们致力于继续领导我们行业的脱碳,并且由于我们广泛而综合的价值链,ADM具有独特的位置,可以帮助客户满足其可持续性承诺。”

“我们努力增强可持续农业practices on more than 13 million acres over the years, and we’re continuing to expand our efforts.

"We introduced the industry’s first carbon-neutral milling footprint, and thanks to our carbon capture and storage capabilities, we’ve safely and permanently stored more than 3.5 million metric tons of CO2 a mile and a half under the surface of the earth," continues Luciano.

“可持续性是我们文化和商业计划的核心,随着我们今天的新范围3目标的宣布,我们将继续进行变革。”

除了为期五年的增长计划和新的可持续发展计划外,ADM领导人还详细介绍了一系列引人注目的机会,这将促进2025年以后的增长。

Luciano说:“ ADM已动态定位其业务组合,以提高粮食安全,健康和福祉以及可持续性的三个持久宏观趋势,从而加强了其业务组合。”

“From differentiation and digitalization in Ag Services & Oilseeds, to decarbonization and our growing BioSolutions platform in Carbohydrate Solutions, to continued market growth in Health & Wellness in Nutrition, we’re unlocking opportunities that should push us to the high end of our target $6.00-$7.00 EPS range by 2025, and more importantly will position us for sustained growth for years to come.”

To view a replay of ADM’s 2021 Global Investor Day, go toadm.com/investorday

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