Treatt PLC (CHIX:TETl)

£ 2.545 +0.11 (+4.52%) Market Cap: 149.15 Mil Enterprise Value: 148.21 Mil PE Ratio: 13.93 PB Ratio: 1.09 GF Score: 72/100

Full Year 2024 Treatt PLC Earnings Call Transcript
Dec 04, 2024

£4.56 (+11.23%)

Earnings

Full Year 2024 Treatt PLC Earnings Call Transcript

Dec 4, 2024 / 09:00 AM GMT

Release Date Price: £4.56 (+11.23%)

Transcript

Key Points

Positve

Treatt PLC (TTTRF) is maintaining strong cash margins despite fluctuations in citrus prices, ensuring sustainable growth.
The company has invested in a sales team in North America to enhance its presence and drive growth in the premium segment.
Treatt PLC (TTTRF) is expanding into new geographies, particularly in Asia, through low-cost distribution partnerships.
The growth in Treatt PLC (TTTRF)'s top 10 customers has been impressive, with a diverse product and regional spread.
The company is recognized for its high-quality standards, making it a trusted supplier to leading global brands.

Negative

The premium segment's growth has stalled over the past two years, facing competitive pressures.
There is a need for Treatt PLC (TTTRF) to increase its promotional activities and confidence in its offerings.
The company may require additional investment in R&D and infrastructure to remain competitive in a consolidating sector.
Treatt PLC (TTTRF) acknowledges the need to reposition itself to better engage with key decision-makers in the FMCG sector.
There is uncertainty about the sustainability of the current growth levels with major customers into FY24.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TET.L - Treatt PLC
Full Year 2024 Treatt PLC Earnings Call
Dec 04, 2024 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Cash margin is the key for us overall because what we want to deliver is sustainable growth rather than any lumpiness will prices come down? Don't know today if I give you an example in the markets, orange prices are up, but lemon prices are almost at record low. So even within the portfolio of citrus for us, there is a balancing effect in there.

If prices come down, we will, we will obviously support our customers, but we also maintain our cash margins.

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Unidentified_2 [2]
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Just on 25 and contribution. And.

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