Tate & Lyle plc (TATE) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

After five years of virtual presentations, it's great to see you in person today. Thank you for joining us, and of course to all of you on the webcast. It's been another exciting year for Tate & Lyle, and Sarah and I are delighted to present our results for the year ended the 31st of March, 2025. The last time I spoke to you, I was only six weeks into this role. Now I've been with Tate & Lyle for more than eight months. I've got to know the business, and most importantly, my colleagues much better. Whether it's learning about the complexities of corn wet milling in the US, or seeing amazing new technology in our labs in Singapore that will change the way we create new products for customers in the future, or simply talking to farmers in the vast orange groves of Brazil, it's been a fascinating eight months. It's clear to me that Tate & Lyle has great people with a real passion for what they do, And that growth potential of our business is substantial. We have three key messages we want to share with you today. Firstly, following the combination with CP Calco, one of the most admired and high-quality businesses in our industry, Tate & Lyle's structural transformation into a growth-focused specialty business is complete. we made significant strategic progress during the year while delivering robust financial performance. And thirdly, the potential of our combined business is significant, and our focus now is on accelerating top-line growth. Moving to the first of those three key messages, at every results presentation over the last seven years, we have shown tangible and consistent progress in the transformation of Tate & Lyle. Through a major restructuring programme, of which the combination with CP Kelco is the final piece of the jigsaw puzzle, we have transformed Ta...