<p>Elders Limited 未赞助的 ADR ((EDESY)) 已举行其第四季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>Elders Limited 最近的财报电话会议传达了总体积极的情绪，强调了显著的 EBIT 增长和战略收购，这些都为公司未来的成功奠定了基础。尽管承认面临干旱条件和运营障碍等挑战，但 FY ’26 的整体前景仍然乐观，受到早期交易结果和战略举措的支持。</p>
<h2>EBIT 增长</h2>
<p>Elders Limited 报告 EBIT 增长了 12%，展示了公司强大的运营和财务韧性。尽管面临季节性条件的混合影响，这一增长突显了 Elders 在应对挑战环境中的能力。</p>
<h2>Delta Agribusiness 收购</h2>
<p>11 月 3 日完成的 Delta Agribusiness 收购标志着 Elders Limited 的一个重要里程碑。这一战略举措预计将推动显著增长，增强公司的技术和农业科技专业知识，并改善其地理多样化，为未来扩展奠定坚实基础。</p>
<h2>FY ’26 的积极前景</h2>
<p>Elders Limited 对 FY ’26 表达了乐观的前景，特别是在澳大利亚农业部门。对平均条件和强劲的牲畜需求的预期令人鼓舞，FY ’26 的早期交易已比去年增长 30%。</p>
<h2>转型项目进展</h2>
<p>公司报告了 SysMod 项目第二阶段的良好进展，其他组件也按计划推进。这一进展表明 Elders 在继续现代化其系统和流程方面的强大未来平台。</p>
<h2>饲料和加工部门的创纪录盈利能力</h2>
<p>Elders Limited 在其饲料和加工部门实现了创纪录的盈利能力，这得益于对饲料厂、中心枢轴灌溉和其他生产力提升的投资。这些投资显著增强了公司的运营效率和盈利能力。</p>
<h2>干旱季节条件带来的挑战</h2>
<p>由于南澳大利亚和西澳大利亚的极干旱条件，公司在农村产品方面面临限制，影响了销售和利润。这一挑战凸显了战略规划在减轻环境风险中的重要性。</p>
<h2>失时伤害增加</h2>
<p>Elders 报告失时伤害增加，六起事件主要发生在牲畜领域。这一上升突显了对安全措施和规程持续关注的必要性。</p>
<h2>商誉减值</h2>
<p>由于代理人流失和收益后过渡挑战，公司在某些业务领域面临商誉减值。这一问题反映了管理业务过渡和维护代理人关系的复杂性。</p>
<h2>作物保护的利润压缩</h2>
<p>Elders 的作物保护毛利润下降了 9%，这归因于市场和季节压力。这一利润压缩突显了作物保护市场的波动性和挑战。</p>
<h2>前瞻性指导</h2>
<p>展望未来，Elders Limited 预计 FY ’26 澳大利亚农业的前景积极，受到国际对牲畜强劲需求的支持。公司预计通过 Delta Agribusiness 收购提升每股收益，预计在三年内在 EBIT 级别贡献 1200 万美元的协同效应。尽管面临挑战，Elders 仍致力于安全、可持续发展和社区参与，并计划探索其饲料和加工部门的潜在剥离，以优化资本配置。</p>
<p>总之，Elders Limited 的财报电话会议突显了积极的情绪，得益于稳健的 EBIT 增长和战略收购。尽管提到了干旱条件和运营障碍等挑战，但公司的前瞻性指导和战略举措为未来描绘了乐观的图景。Elders 对现代化和战略增长的承诺使其在未来几年继续取得成功的基础上具备良好位置。</p>

<p>Elders Limited 第四季度的财报电话会议强调了 12% 的 EBIT 增长、收购 Delta Agribusiness 等战略举措，以及对 2026 财年的乐观展望。尽管面临干旱条件和运营挫折等挑战，公司在饲料和加工方面报告了创纪录的盈利，并在现代化项目上取得了进展。Elders 预计国际对牲畜的强劲需求，并计划通过收购来提升盈利。公司始终致力于安全、可持续发展和社区参与</p>

<p>Elders Limited Unsponsored ADR ((EDESY)) has held its Q4 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Elders Limited 未赞助的 ADR ((EDESY)) 已举行其第四季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
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<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
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<div class="lb-trans"><ul>
<li>了解 TipRanks 的 <em>ETF</em> AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 的见解。</li>
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</div><p>Elders Limited’s recent earnings call conveyed a generally positive sentiment, underscored by significant EBIT growth and strategic acquisitions that position the company for future success. Despite acknowledging challenges such as dry conditions and operational setbacks, the overall outlook for FY ’26 remains optimistic, buoyed by early trading results and strategic initiatives.</p>
<div class="lb-trans"><p>Elders Limited 最近的财报电话会议传达了总体积极的情绪，强调了显著的 EBIT 增长和战略收购，这些都为公司未来的成功奠定了基础。尽管承认面临干旱条件和运营障碍等挑战，但 FY ’26 的整体前景仍然乐观，受到早期交易结果和战略举措的支持。</p>
</div><h2>EBIT Growth</h2>
<div class="lb-trans"><h2>EBIT 增长</h2>
</div><p>Elders Limited reported a commendable 12% increase in EBIT, showcasing the company’s strong operational and financial resilience. This growth was achieved despite facing mixed seasonal conditions, highlighting Elders’ ability to navigate through challenging environments effectively.</p>
<div class="lb-trans"><p>Elders Limited 报告 EBIT 增长了 12%，展示了公司强大的运营和财务韧性。尽管面临季节性条件的混合影响，这一增长突显了 Elders 在应对挑战环境中的能力。</p>
</div><h2>Delta Agribusiness Acquisition</h2>
<div class="lb-trans"><h2>Delta Agribusiness 收购</h2>
</div><p>The completion of the Delta Agribusiness acquisition on November 3 marks a significant milestone for Elders Limited. This strategic move is anticipated to drive substantial growth, enhance the company’s technical and AgTech expertise, and improve its geographical diversification, setting a solid foundation for future expansion.</p>
<div class="lb-trans"><p>11 月 3 日完成的 Delta Agribusiness 收购标志着 Elders Limited 的一个重要里程碑。这一战略举措预计将推动显著增长，增强公司的技术和农业科技专业知识，并改善其地理多样化，为未来扩展奠定坚实基础。</p>
</div><h2>Positive Outlook for FY ’26</h2>
<div class="lb-trans"><h2>FY ’26 的积极前景</h2>
</div><p>Elders Limited expressed an optimistic outlook for FY ’26, particularly within the Australian agriculture sector. Expectations of average conditions and robust demand for livestock are promising, with early trading for FY ’26 already tracking 30% up compared to the previous year.</p>
<div class="lb-trans"><p>Elders Limited 对 FY ’26 表达了乐观的前景，特别是在澳大利亚农业部门。对平均条件和强劲的牲畜需求的预期令人鼓舞，FY ’26 的早期交易已比去年增长 30%。</p>
</div><h2>Transformational Projects Progress</h2>
<div class="lb-trans"><h2>转型项目进展</h2>
</div><p>The company reported good progress on Wave 2 of the SysMod project, with other components advancing on schedule. This progress indicates a strong future platform for Elders, as it continues to modernize its systems and processes.</p>
<div class="lb-trans"><p>公司报告了 SysMod 项目第二阶段的良好进展，其他组件也按计划推进。这一进展表明 Elders 在继续现代化其系统和流程方面的强大未来平台。</p>
</div><h2>Record Profitability in Feed and Processing</h2>
<div class="lb-trans"><h2>饲料和加工部门的创纪录盈利能力</h2>
</div><p>Elders Limited achieved record profitability in its feed and processing division, driven by investments in feed mills, center-pivot irrigation, and other productivity enhancements. These investments have significantly bolstered the company’s operational efficiency and profitability.</p>
<div class="lb-trans"><p>Elders Limited 在其饲料和加工部门实现了创纪录的盈利能力，这得益于对饲料厂、中心枢轴灌溉和其他生产力提升的投资。这些投资显著增强了公司的运营效率和盈利能力。</p>
</div><h2>Challenges from Dry Seasonal Conditions</h2>
<div class="lb-trans"><h2>干旱季节条件带来的挑战</h2>
</div><p>The company faced limitations in rural products due to very dry conditions in Southern and Western Australia, which impacted sales and margins. This challenge underscores the importance of strategic planning in mitigating environmental risks.</p>
<div class="lb-trans"><p>由于南澳大利亚和西澳大利亚的极干旱条件，公司在农村产品方面面临限制，影响了销售和利润。这一挑战凸显了战略规划在减轻环境风险中的重要性。</p>
</div><h2>Increase in Lost Time Injuries</h2>
<div class="lb-trans"><h2>失时伤害增加</h2>
</div><p>Elders reported an increase in lost time injuries, with six incidents predominantly occurring in the livestock area. This rise highlights the need for continued focus on safety measures and protocols.</p>
<div class="lb-trans"><p>Elders 报告失时伤害增加，六起事件主要发生在牲畜领域。这一上升突显了对安全措施和规程持续关注的必要性。</p>
</div><h2>Impairment of Goodwill</h2>
<div class="lb-trans"><h2>商誉减值</h2>
</div><p>The company faced goodwill impairments in certain business areas due to the loss of agents and transition challenges post earnout. This issue reflects the complexities involved in managing business transitions and maintaining agent relationships.</p>
<div class="lb-trans"><p>由于代理人流失和收益后过渡挑战，公司在某些业务领域面临商誉减值。这一问题反映了管理业务过渡和维护代理人关系的复杂性。</p>
</div><h2>Margin Compression in Crop Protection</h2>
<div class="lb-trans"><h2>作物保护的利润压缩</h2>
</div><p>Elders experienced a 9% decline in crop protection gross profit, attributed to market and seasonal pressures. This margin compression highlights the volatility and challenges within the crop protection market.</p>
<div class="lb-trans"><p>Elders 的作物保护毛利润下降了 9%，这归因于市场和季节压力。这一利润压缩突显了作物保护市场的波动性和挑战。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Elders Limited anticipates a positive outlook for Australian agriculture in FY ’26, supported by strong international demand for livestock. The company expects to enhance earnings per share through the Delta Agribusiness acquisition, contributing $12 million in synergies at the EBIT level over three years. Despite challenges, Elders remains committed to safety, sustainability, and community engagement, with plans to explore potential divestment of its feed and processing division to optimize capital allocation.</p>
<div class="lb-trans"><p>展望未来，Elders Limited 预计 FY ’26 澳大利亚农业的前景积极，受到国际对牲畜强劲需求的支持。公司预计通过 Delta Agribusiness 收购提升每股收益，预计在三年内在 EBIT 级别贡献 1200 万美元的协同效应。尽管面临挑战，Elders 仍致力于安全、可持续发展和社区参与，并计划探索其饲料和加工部门的潜在剥离，以优化资本配置。</p>
</div><p>In summary, Elders Limited’s earnings call highlighted a positive sentiment, driven by solid EBIT growth and strategic acquisitions. While challenges such as dry conditions and operational setbacks were noted, the company’s forward-looking guidance and strategic initiatives paint an optimistic picture for the future. Elders’ commitment to modernization and strategic growth positions it well for continued success in the coming years.</p>
<div class="lb-trans"><p>总之，Elders Limited 的财报电话会议突显了积极的情绪，得益于稳健的 EBIT 增长和战略收购。尽管提到了干旱条件和运营障碍等挑战，但公司的前瞻性指导和战略举措为未来描绘了乐观的图景。Elders 对现代化和战略增长的承诺使其在未来几年继续取得成功的基础上具备良好位置。</p>
</div>

Elders Limited 的财报电话会议：表现出强劲增长并展望乐观前景