Darling Ingredients Inc at Raymond James Institutional Investors Conference Summary - Thomson StreetEvents

Darling Ingredients Inc at Raymond James Institutional Investors Conference Summary

Darling Ingredients Inc at Raymond James Institutional Investors Conference Summary - Thomson StreetEvents
Darling Ingredients Inc at Raymond James Institutional Investors Conference Summary
Published Mar 03, 2025
8 pages (4740 words) — Published Mar 03, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of DAR.N presentation 3-Mar-25 7:15pm GMT

  
Brief Excerpt:

...A. At the time, we were just a small regional meat byproduct-rendering company with 21 factories, 600 employees, roughly $300 million in revenue and an EBITDA that barely broke $20 million. B. 22 years later, we are the world's largest slaughtered animal byproduct company with 280 factories in 24, maybe 25 countries and 16,000 people. C. So we're approaching our 12th year in production, processing about 1.3 billion gallons a year or 4.8 million tons of product globally. D. And we process about 17 million tons of what people would consider landfill-destined product into higher-value products. E. When we acquired that business in 2014, it was about 90,000 tons, making about $90 million a year. F. Today, it's 145,000 tons, making about $300 million a year. G. And if we're successful with the peptide launch relative to our other products that we've done over the last 10 years, we see that segment having the opportunity to grow significantly, potentially even double in the next 2 to 4 years....

  
Report Type:

Brief

Source:
Thomson StreetEvents
Company:
Darling Ingredients Inc
Ticker
DAR.N
Time
7:15pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Justin Jenkins - Raymond James & Associates, Inc - Analyst : I think rightly or wrongly, every conversation that I have with investors these days starts with the regulatory and macro backdrop. Maybe just talk through the first days of the Trump administration, what you're seeing from the policy standpoint, how much uncertainty is still out there. Maybe talk through the dynamics, especially on the renewable fuels business.

Question: Justin Jenkins - Raymond James & Associates, Inc - Analyst : Yes. I think everything that we've seen over the past 12, 18 months of this downturn is Darling and DGD's relative position is very clearly at the top of the pecking order. It's the absolute economics that maybe we're uncertain about at this point. But would you expect to see more supply cutbacks from the biodiesel guys if this period of weakness and uncertainty persists for a bit more?

Question: Justin Jenkins - Raymond James & Associates, Inc - Analyst : They were right up here.

Question: Justin Jenkins - Raymond James & Associates, Inc - Analyst : You talked about SAF at the beginning. You just started SAF production late last year. Maybe talk about that ramp-up process, how things have gone so far and the outlook for SAF margins going forward?

Question: Justin Jenkins - Raymond James & Associates, Inc - Analyst : Has the conversation around the margin premium versus RD stayed about the same? Has that negotiation with the airlines changed at all? Or has it been pretty steady?

Question: Justin Jenkins - Raymond James & Associates, Inc - Analyst : We've got 8, 9 minutes left. I guess maybe shifting to the financial side of things. Randy, you said pretty conservative, what I think is the word I would use for guidance for 2025. Obviously, a bit of uncertainty in the macro backdrop but maybe just high level, walk us through the working parts of '25 guidance.

Question: Justin Jenkins - Raymond James & Associates, Inc - Analyst : Bob, maybe for you on the balance sheet. It's been a focus to reduce leverage, reduce overall debt. Maybe just talk about your priorities on capital allocation front.

Question: Justin Jenkins - Raymond James & Associates, Inc - Analyst : I got a couple of minutes left. Any questions from the audience that we can ask? Unidentified Participant (inaudible) REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. MARCH 03, 2025 / 7:15PM, DAR.N - Darling Ingredients Inc at Raymond James Institutional Investors Conference

Question: Justin Jenkins - Raymond James & Associates, Inc - Analyst : Randy, the question I'll leave you with is, are investors missing anything in the Darling story, the key takeaway for you here?

Table Of Contents

Darling Ingredients Inc Q1 2025 Earnings Call Summary – 2025-04-24 – US$ 54.00 – Edited Brief of DAR.N earnings conference call or presentation 24-Apr-25 1:00pm GMT

Darling Ingredients Inc Q1 2025 Earnings Call Transcript – 2025-04-24 – US$ 54.00 – Edited Transcript of DAR.N earnings conference call or presentation 24-Apr-25 1:00pm GMT

Darling Ingredients Inc at Piper Sandler Energy Conference Summary – 2025-03-18 – US$ 54.00 – Edited Brief of DAR.N presentation 18-Mar-25 6:20pm GMT

Darling Ingredients Inc at Piper Sandler Energy Conference Transcript – 2025-03-18 – US$ 54.00 – Edited Transcript of DAR.N presentation 18-Mar-25 6:20pm GMT

Darling Ingredients Inc at Raymond James Institutional Investors Conference Transcript – 2025-03-03 – US$ 54.00 – Edited Transcript of DAR.N presentation 3-Mar-25 7:15pm GMT

Darling Ingredients Inc Q4 2024 Earnings Call Summary – 2025-02-06 – US$ 54.00 – Edited Brief of DAR.N earnings conference call or presentation 6-Feb-25 2:00pm GMT

Darling Ingredients Inc Q4 2024 Earnings Call Transcript – 2025-02-06 – US$ 54.00 – Edited Transcript of DAR.N earnings conference call or presentation 6-Feb-25 2:00pm GMT

Darling Ingredients Inc at Jefferies Renewable & Clean Energy Conference Summary – 2024-12-04 – US$ 54.00 – Edited Brief of DAR.N presentation 4-Dec-24 2:30pm GMT

Darling Ingredients Inc at Jefferies Renewable & Clean Energy Conference Transcript – 2024-12-04 – US$ 54.00 – Edited Transcript of DAR.N presentation 4-Dec-24 2:30pm GMT

Darling Ingredients Inc Q3 2024 Earnings Call Summary – 2024-10-24 – US$ 54.00 – Edited Brief of DAR.N earnings conference call or presentation 24-Oct-24 2:00pm GMT

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MLA:
Thomson StreetEvents. "Darling Ingredients Inc at Raymond James Institutional Investors Conference Summary" Mar 03, 2025. Alacra Store. May 13, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Darling-Ingredients-Inc-at-Raymond-James-Institutional-Investors-Conference-B16250025>
  
APA:
Thomson StreetEvents. (2025). Darling Ingredients Inc at Raymond James Institutional Investors Conference Summary Mar 03, 2025. New York, NY: Alacra Store. Retrieved May 13, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Darling-Ingredients-Inc-at-Raymond-James-Institutional-Investors-Conference-B16250025>
  
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