Key Takeaways Digital transformation, automation, and agtech integration are set to drive significant margin expansion and stronger recurring revenue not yet reflected in expectations. The Delta Ag acquisition and rising global protein demand could position Elders as an industry leader, securing larger contracts and accelerating client acquisition.Read more
Key Takeaways Strategic acquisitions and modernization initiatives are expected to drive revenue growth, improve efficiencies, and enhance market presence. Focus on backward integration and leverage normalization to boost profit margins and stabilize earnings.Read more
Key Takeaways Extreme weather, regulatory pressures, and rising input costs are set to undermine farm profitability, decreasing spending on Elders' products and driving volatile earnings. Shifting consumer preferences and rapid agri-tech advances threaten Elders' market relevance, sales revenue, and competitive positioning in key agricultural segments.Read more
Elders Limited engages in the provision of agricultural products and services to rural and regional customers primarily in Australia. It operates through Branch Network, Wholesale Products, and Feed and Processing Services segments. The company supplies rural farm inputs, such as seeds, fertilizers, agricultural chemicals, animal health products, and general rural merchandise, as well as professional production and cropping advisory services; and provides retail services through corporate owned stores and through the Ag, Horse, and Pet brand names to independently owned member stores. The company also provides on-farm sales to third parties, regular physical, and online public livestock auctions, as well as directly sells through its owned and third-party feedlots and livestock exporters; agency services for the sale of greasy wool and grain; and brokering services for wool growers. In addition, it markets residential properties, agricultural land, lifestyle estates, and commercial real estate; residential property management and commercial asset management services; and water broking. Further, the company provides a range of banking and insurance products and services; and operates AuctionsPlus, an online livestock auction platform. Additionally, it is involved in grain-fed distribution, beef grass-fattening operations, cow manure processing, and irrigated corn production activities. The company was founded in 1839 and is headquartered in Adelaide, Australia.
