The earnings call reflects progress with the CP Kelco merger and strong sucralose demand, but it is overshadowed by a revenue and EBITDA decline, tough market conditions, and tariff impacts. The company is taking steps to accelerate growth, but current challenges are significant.
Company Guidance
During the call, Nick Hampton, CEO of Tate & Lyle, provided guidance indicating that for the first half of fiscal year 2026, in constant currency, group revenue is expected to be 3% to 4% lower compared to pro forma comparatives, while EBITDA is anticipated to decline by high single-digit percent due to top-line softness and planned cost synergies being weighted into the second half. The Americas are expected to see slightly lower revenue, Europe, Middle East, and Africa a mid-single-digit decline, and Asia Pacific's revenue should remain stable despite tariff impacts. For the full year ending March 31, 2026, revenue and EBITDA are expected to decline by low single-digit percent, driven by challenging market conditions. The company remains focused on leveraging the strategic benefits of its CP Kelco combination, which has already seen the cross-selling pipeline double in value over the past two months, and plans to accelerate growth through customer segmentation, innovation, and productivity optimization.
CP Kelco Combination Success
The combination with CP Kelco has led to early cross-selling successes, doubling the value of the pipeline in the last two months. This demonstrates the strategic logic of the merger and reinforces growth potential.
Strong Sucralose Demand
The demand for sucralose remains strong, with the company selling as much as it can produce.
Margin Improvement in CP Kelco Portfolio
There is an expected improvement in the margin of the CP Kelco portfolio for the first half.
Productivity Program on Track
The planned revenue and cost synergies, along with savings from the productivity program, are on track.
Tate & Lyle (GB:TATE) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:TATE Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 22, 2025
588.16p
558.41p
-5.06%
Nov 07, 2024
748.36p
762.87p
+1.94%
May 23, 2024
642.10p
675.30p
+5.17%
Nov 09, 2023
615.58p
612.29p
-0.53%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Tate & Lyle (GB:TATE) report earnings?
Tate & Lyle (GB:TATE) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).
What is Tate & Lyle (GB:TATE) earnings time?
Tate & Lyle (GB:TATE) earnings time is at Nov 06, 2025, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.