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Bunge Limited (BG) Q2 2021 Earnings Call Transcript

Good morning, and welcome to the Bunge Second Quarter 2021 Earnings Conference Call. [Operator Instructions] I would now like to turn the conference over to Ruth Ann Wisener. Please go ahead. Ruth Ann Wisener Vice President of Investor Relations Thank you, operator, and thank you for joining us this morning for our second quarter earnings call. Before we get started, I want to let you know that we have slides to accompany our discussion. These can be found in the Investors section of our website at bunge.com under Events and Presentations. Reconciliations of non-GAAP measures to the most directly comparable GAAP financial measures are posted on our website as well. I d like to direct you to Slide two and remind you that today s presentation includes forward-looking statements that reflect Bunge s current view with respect to future events, financial performance and industry conditions.

Bunge lifts profit outlook as food and fuel demand for vegetable oil grows

3 Min Read (Reuters) -U.S. agricultural commodities trader Bunge Ltd raised its full-year adjusted profit outlook on Wednesday after stronger-than-expected food and renewable fuel demand for its vegetable oils drove a 41% jump in quarterly income. FILE PHOTO: Soybeans are loaded on to a truck on February 17, 2020. Picture taken February 17, 2020. REUTERS/Jorge Adorno/File Photo/File Photo Shares jumped 3% in morning trading after the company projected full-year 2021 adjusted income of at least $8.50 per share, up from its previous estimate of about $7.50 per share. Bunge’s results offer an insight into how global grain traders are emerging from the COVID-19 pandemic that triggered massive shifts in demand last year as consumers cooked more meals at home and avoided unnecessary travel.

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Dividend yield: 2.21% Chicago, Illinois-based Archer-Daniels-Midland is a major processor of oilseeds, corn, wheat and other agricultural commodities. Its end products include vegetable oil and meal, corn sweeteners, flour, feed ingredients, ethanol and natural flavors. The company announced Q1 results at the end of April. Consolidated revenues were up by 26.2% year-over-year (YoY) to $18.89 billion. ADM experienced robust growth in all of the segments, other than South American ag service and oilseeds operations. Bottom line growth was more impressive with 76.2% YoY. ADM’s net profit, which was $391 million in Q1 a year ago, rose to $689 million, or $783 million after adjustments. Similarly, diluted earnings per share (EPS) jumped from 69 cents last year to $1.22 (or $1.39 after adjustments) this year. Additionally, cash and equivalents totaled $5.852 billion.

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