Elders Limited (ASX:ELD) 2024 AGM Highlights

Financial Performance

Elders Limited (ASX:ELD) reported underlying earnings before interest and tax of $128 million for FY24, reflecting a 25% decrease compared to the previous year. The performance was impacted by declining livestock prices and subdued client sentiment. However, improved trading in the second half of the financial year provided some offset to this decline.

Diversification Strategy

During the AGM, the Chair highlighted Elders’ commitment to diversifying its operations to achieve steady earnings. A significant step includes the agreement to acquire Delta Agribusiness, which is expected to enhance geographic diversity and service capabilities for farming clients. Elders successfully raised $246 million through a fully underwritten rights issue to support this acquisition.

Safety and Community Engagement

Elders has maintained a downward trend in lost time injuries, achieving two incidents in FY24, compared to three the previous year. The company has also launched its inaugural Elders Community Giving Project, providing grants to small community groups across Australia to foster long-term change.

Board Updates

Elders has undergone a renewal process with the addition of new non-executive directors, including Ms Bethwyn Todd, who will join the Board in January 2025. The Chair noted his impending transition from the role, thanking board members for their contributions during his tenure.

Sustainability Initiatives

The company is advancing its sustainability initiatives through the Thomas Elder Sustainable Agriculture program, promoting the adoption of research-based practices. Elders has fostered partnerships, including one with SmartSat CRC, to leverage satellite technologies for improved agricultural outcomes.

Future Outlook

With the foundation set by the strategic acquisitions and sustainability efforts, Elders anticipates a positive impact on its FY25 financial results upon the completion of the Delta Agribusiness acquisition, subject to regulatory approval. Trading in the first quarter of FY25 has aligned with expectations for a return to average seasonal conditions.

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Motley Fool contributor Abbie Stokes has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Elders. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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