Keketseho e kholo ea thekiso ea marang-rang - Liphetho maemong a selemo se fetileng leha ho bile le moea o matla - Ponelopele ea thekiso e phahamisitsoe
Sehlopha sa KWS (ISIN: DE0007074007) se ekelitse thekiso ea sona ka hoo e ka bang 13% likhoeling tse robong tsa pele tsa lichelete tsa 2021/2022. Lipalo tsa bohlokoa EBITDA, EBIT le sephetho sa nako se fihlile boemong ba selemo se fetileng.
"Lipalo tsa rona tsa likhoeli tse robong tsa pele tsa 2021/2022 li bonts'a tikoloho ea hajoale ea temo," ho fana ka maikutlo Eva Kienle, CFO oa KWS. “Ka lebaka la ho phahama ho hoholo ha litheko tsa lihlahisoa tsa temo, re bona tlhokeho e kholo ea lipeo ka lehlakoreng le leng, ka lehlakoreng le leng re tobane le keketseho ea litšenyehelo. Ho phaella moo, liphello tsa ntoa Ukraine li na le phello e mpe meputsong ea rona. Ho sa tsotellehe mathata ana, re ile ra khona ho boloka liphello tsa rōna li tsitsitse.”
Lithekiso li nyolohile ka 13.3% ho isa ho €1,213.7 (1,071.3) milione nakong ea tlaleho. Ka kakaretso, litlamorao tsa chelete li bile le tšusumetso e nyane ho thekiso. Lipalo tsa bohlokoa tsa meputso EBIT, EBITDA le sephetho sa nako li ne li le boemong ba selemo se fetileng leha ho na le mabaka a mabe (sheba tafole e ka tlase). Ntle le keketseho e kholo ea litšenyehelo le litlamorao tsa ntoa ea Ukraine, ho theoha ho matla ha lira ea Turkey ho bile le phello e mpe sephethong sa ts'ebetso.
Ho € -84.0 (–27.6) milione, phallo ea mahala ea chelete e ne e le ka tlase ho palo ea selemo se fetileng ka lebaka la keketseho ea chelete ea ho sebetsa. Likamohelo tsa khoebo ka bobeli le lethathamo la thepa li ile tsa phahama haholo ka lebaka la kholo ea Sehlopha sa KWS.
Ka lebaka la tšebetso ea khoebo likhoeling tse robong tsa pele, Boto ea Phethahatso e nchafatsa tataiso ea eona bakeng sa selemo sa lichelete sa 2021/2022. Hona joale KWS e nka hore thekiso ea eona ea marang-rang e tla hola ka hoo e ka bang 10% (pele: 6% ho isa ho 8%). Nako e ntle ho feta e lebelletsoeng ea ho jala Ukraine e kenya letsoho ho sena. Boto ea Phethahatso e totobatsa kananelo ea eona e phahameng ea mosebetsi oa basebetsi ba Ukraine ba KWS, ba ileng ba isa karolo e kholo ea peo ho lihoai ka boitlamo bo boholo le tlas'a maemo a thata ka ho fetisisa, kahoo ba kenya letsoho ho fana ka lijo nakong e tlang ea naha.
Maemo a EBIT a 8% ho isa ho 9% a ntse a lebelletsoe. Likhakanyo tsa likarolo tsa poone le meroho li ile tsa lokisoa khahlano le semelo sa tšebetso ea hajoale ea khoebo.
Kakaretso ea lipalo tsa bohlokoa
ka li-euro tse limilione | 9M 2021/2022 | 9M 2020/2021 | +/- | |
Morekisi oa marang-rang | 1,213.7 | 1,071.3 | 13.3% | |
EBITDA | 254.0 | 260.4 | -2.5% | |
EBIT | 185.9 | 193.4 | -3.9% | |
Chelete e kenang ea lichelete/litšenyehelo | -0.8 | -7.6 | 89.5% | |
Sephetho sa mesebetsi e tloaelehileng | 185.2 | 185.8 | -0,3% | |
Lekhetho la lekhetho | 50.0 | 49.6 | 0.8% | |
Chelete ea chelete | 135.2 | 136.2 | -0.7% | |
Litlatsetso ka kakaretso | ka € | 4.10 | 4.13 | -0.7% |
Ts'ebetso ea khoebo ea likarolo
The Karolo ea Poone e hlahisitse keketseho e kholo ea thekiso ea marang-rang ea 20% ho ea ho € 723.2 (602.7) milione likhoeling tse robong tsa pele. Limmaraka tsa Amerika Boroa Brazil le Argentina, tseo khoebo e ileng ea atoloha ka matla, li ile tsa kenya letsoho haholo ho seo. Keketseho e ka bang 5% e fihletsoe limmarakeng tsa rona tsa Europe. Sebakeng se thata bakeng sa peo ea poone, thekiso ea kakaretso ea khoebo e kopanetsoeng ea US AgReliant e nyolohile ka 11% ka lebaka la litheko tse phahameng tsa thekiso ea peo ea soya le litlamorao tse ntle tsa phapanyetsano. Keketseho e matla ea litšenyehelo tsa thekiso, katoloso ea khoebo ea Brazil, le litlamorao tse mpe tse tsoang ntoeng ea Ukraine li ne li lekanya chelete ea karolo eo, e ileng ea oela ho € 72.6 (77.7) milione.
Nete ea thekiso ho Karolo ea Sugarbeet likhoeling tse robong tsa pele li nyolohile ka 4% ho ea ho €441.4 (425.4) milione. Seo se bakiloe haholo-holo ke khōlo e matla Fora, Europe Bochabela le Afrika Leboea. Lithekiso tse ngata tsa karolo ena li khothalelitsoe ke katleho ea 'maraka ea li-portfolio tse fapaneng tsa CONVISO® SMART le mefuta e sa tsoa qalisoa ea Cercospora-tolerant (CR+). Litšenyehelo tse ling tse kholo mabapi le thekiso ea kakaretso ea US le Europe li lebelletsoe kotareng ea bone e setseng. Chelete ea karolo e ne e le li-euro tse limilione tse 162.4, ho lekana le palo ea selemo se fetileng ea li-euro tse limilione tse 164.3. Ho theoha ha lira ea Turkey le hona ho bile le phello e mpe haholo meputsong.
Nete ea thekiso ho Karolo ea lijo-thollo likhoeling tse robong tsa pele li nyolohetse ho €200.2 (176.9) milione, haholo-holo ka lebaka la kholo e matla ea peō ea peō. Khoebo eo e ile ea matlafatsoa ka ho khetheha ke maemo a matle a mebaraka le ts'ebetso e ntlafetseng ea lifotefolio tse fapaneng. Le hoja thekiso e tsoang ho peo ea rye le koro le eona e ile ea eketseha, chelete e tsoang peōng ea harese e ne e le boemong ba selemo se fetileng. Ho feta moo, khoebo ka peo ea mabele naheng ea Brazil e ne e khahlisa haholo. Chelete ea karolo e nyolohetse ho li-euro tse limilione tse 53.5 (44.4) ka lebaka la kholo ea thekiso ea thekiso le motsoako o ntlafalitsoeng oa lihlahisoa.
Nete ea thekiso ho Meroho Karolo e theohile ho € 34.5 (38.5) milione, haholo-holo ka lebaka la li-inventory tse phahameng ho barekisi le tlhōlisano e matlafalitsoeng. Nakong e shebiloeng, KWS e ralile motheo oa kholo ea kamoso ka ho atolosa mesebetsi ea eona ea ho ikatisa haholo. Seo se kenyelletsa ho nkuoa ha mobu Spain le ho theha lihlopha tsa lehae tsa ho ikatisa. Ka lebaka la ts'ebetso ea khoebo le kaho ea Meroho ea Yuniti ea Khoebo, chelete ea karolo e theohetse ho € -15.3 (–13.0) milione. Ntle le litlamorao tse tsoang kabong ea theko e le karolo ea phumano ea k'hamphani, chelete ea karolo e theohetse ho € -0.6 (6.6) milione.
Nete ea thekiso ho Karolo ea Khoebo kakaretso ea li-euro tse limilione tse 7.2 (5.4). Li hlahisoa haholo mapolasing a KWS. Kaha litjeho tsohle tse fapaneng tsa mesebetsi ea mantlha ea Sehlopha sa KWS le litšenyehelo tsa lipatlisiso li lefisoa Karolong ea Khoebo, chelete ea eona hangata ha e ntle. Chelete ea karolo e theohile hanyane ho € -77.8 (€ -75.4) milione.