Ukwenyuka okubonakalayo kokuthengisiwe kwensalela - Imiphumela ezingeni langonyaka odlule naphezu kwesivunguvungu esikhulu - Isibikezelo sengqikithi yokuthengisa siphakanyisiwe
Iqembu le-KWS (ISIN: DE0007074007) linyuse ukuthengiswa kwalo cishe ngo-13% ezinyangeni eziyisishiyagalolunye zokuqala zonyaka wezimali ka-2021/2022. Izibalo ezibalulekile EBITDA, EBIT kanye nomphumela wenkathi kufinyelele izinga lonyaka odlule.
“Izibalo zethu zezinyanga eziyisishiyagalolunye zokuqala zika-2021/2022 zikhombisa isimo sezolimo samanje,” kuphawula u-Eva Kienle, i-CFO ye-KWS. “Ngenxa yokukhuphuka kwentengo yemikhiqizo yezolimo, sibona isidingo esikhulu sembewu ngakolunye uhlangothi, kanti ngakolunye uhlangothi sibhekene nokunyuka kwezindleko. Ngaphezu kwalokho, imiphumela yempi yase-Ukraine inomthelela omubi emalini esiyitholayo. Naphezu kwalezi zinselelo, sikwazile ukugcina imiphumela yethu izinzile.”
Ukuthengisa kukhuphuke ngo-13.3% kwaya ku-€1,213.7 (1,071.3) million esikhathini sokubika. Sekukonke, imiphumela yemali ibe nomthelela omncane kuphela ekuthengisweni. Izibalo zeholo ezibalulekile EBIT, EBITDA kanye nomphumela wenkathi bekusezingeni lonyaka odlule naphezu kwezici ezingezinhle (bona ithebula elingezansi). Ngaphezu kokukhuphuka kwezindleko ezibalulekile kanye nemiphumela yempi yase-Ukraine, ukwehla okuqinile kwe-lira yaseTurkey kube nomthelela omubi kumphumela wokusebenza.
Ezigidini ezingu-€ –84.0 (–27.6), ukungena kwemali kwamahhala bekungaphansi kwenani langonyaka odlule ngenxa yokwenyuka kwemali yokusebenza. Kokubili okutholwayo kwezohwebo kanye nempahla kukhuphuke kakhulu ngenxa yokukhula kweQembu le-KWS.
Ngokubheka ukusebenza kwebhizinisi ezinyangeni eziyisishiyagalolunye zokuqala, Ibhodi Eliphethe libuyekeza umhlahlandlela walo wonyaka wezimali wezi-2021/2022. I-KWS manje icabanga ukuthi ukuthengiswa kwayo yonke kuzokhula cishe ngo-10% (ngaphambilini: 6% kuya ku-8%). Isikhathi sokuhlwanyela esingcono kunesilindelekile e-Ukraine sinomthelela kulokhu. Ibhodi Eliphethe ligcizelela ukuhlonishwa kwalo okuphezulu komsebenzi wabasebenzi base-Ukraine be-KWS, abahambise ingxenye enkulu yembewu kubalimi ngokuzibophezela okukhulu nangaphansi kwezimo ezinzima kakhulu, ngaleyo ndlela benza umnikelo obalulekile ekuhlinzekeni kokudla kwezwe esikhathini esizayo.
Umkhawulo we-EBIT ka-8% kuya ku-9% usalindelwe. Izibikezelo zengxenye zombila nemifino zilungiswe kuqhathaniswa nesizinda sokusebenza kwebhizinisi kwamanje.
Uhlolojikelele lwezibalo ezibalulekile
ngezigidi zama-euro | 9M 2021/2022 | 9M 2020/2021 | +/- | |
Ukuthengisa kwe-Net | 1,213.7 | 1,071.3 | 13.3% | |
I-EBITDA | 254.0 | 260.4 | -2.5% | |
I-EBIT | 185.9 | 193.4 | -3.9% | |
Isamba semali engenayo/izindleko | -0.8 | -7.6 | 89.5% | |
Umphumela wemisebenzi ejwayelekile | 185.2 | 185.8 | -0,3% | |
Izintela zentela | 50.0 | 49.6 | 0.8% | |
Imali engenayo | 135.2 | 136.2 | -0.7% | |
Amaholo nge-share ngayinye | nge-€ | 4.10 | 4.13 | -0.7% |
Ukusebenza kwebhizinisi kwezigaba
The Ingxenye Yommbila ithumele ukwanda okuphawulekayo kokuthengiswa kwengqikithi ka-20% kuya ku-€723.2 (602.7) wezigidi ezinyangeni eziyisishiyagalolunye zokuqala. Izimakethe zaseNingizimu Melika iBrazil ne-Argentina, lapho ibhizinisi landa khona kakhulu, zaba negalelo elikhulu kulokho. Ukukhula okulinganiselwa ku-5% kufinyelelwe ezimakethe zethu zaseYurophu. Esimeni esiyinselele sembewu yommbila, ukuthengiswa kwensalela kwebhizinisi elihlanganyelwe lase-US i-AgReliant kukhuphuke ngo-11% ngemuva kwevolumu yokuthengisa ephezulu yembewu kabhontshisi wesoya kanye nemiphumela evumayo yezinga lokushintshanisa. Ukwenyuka okuqinile kwezindleko zokuthengisa, ukunwetshwa kwebhizinisi e-Brazil, kanye nemithelela engemihle evela empini yase-Ukraine kunesisindo emalini engenayo yengxenye, ewele ku-€72.6 (77.7) million.
Isamba sokuthengiswa kwe Ingxenye ye-Sugarbeet ezinyangeni eziyisishiyagalolunye zokuqala zenyuka ngo-4% zaya ku-€441.4 (425.4) million. Lokho kwakubangelwa ikakhulukazi ukukhula okuqinile eFrance, eMpumalanga Yurophu naseNyakatho Afrika. Ukuthengiswa okuphelele kwengxenye kukhuthazwe impumelelo yemakethe yamaphothifoliyo ahlukahlukene e-CONVISO® SMART kanye nezinhlobo ezisanda kwethulwa ze-Cercospora-tolerant (CR+). Eminye iminikelo emikhulu ekuthengisweni kwensalela e-US naseYurophu kulindeleke kwikota yesine esele. Imali engenayo yengxenye ibingu-€162.4 wezigidi, ngokulingana nenani langonyaka odlule lama-euro ayizigidi ezingu-164.3. Ukwehla kwenani le-lira yaseTurkey nakho kube nomthelela omubi kakhulu emalini etholwayo.
Isamba sokuthengiswa kwe Ingxenye Yezinhlamvu ezinyangeni eziyisishiyagalolunye zokuqala zenyuka zafinyelela ku-€200.2 (176.9) million, ikakhulukazi ngenxa yokukhula okuqinile kwembewu ye-rapeseed. Lelo bhizinisi lakhuthazwa ikakhulukazi izimo zemakethe ezivumayo kanye nokusebenza okuthuthukisiwe kwephothifoliyo ehlukahlukene. Nakuba ukuthengiswa kwenetha kwembewu ye-rye kanye nembewu kakolweni kuyanda, inzuzo evela embewini yebhali yayisezingeni lonyaka odlule. Ngaphezu kwalokho, ibhizinisi lembewu yamabele eBrazil lalijabulisa kakhulu. Imali engenayo yengxenye ikhuphuke yafinyelela ku-€53.5 (44.4) wezigidi ngemuva kokukhula kokuthengiswa okuphelele kanye nokuxutshwa komkhiqizo okuthuthukisiwe.
Isamba sokuthengisa e- Ingxenye Yemifino yehle yafinyelela ku-€34.5 (38.5) wezigidi, ikakhulukazi ngenxa yezimpahla eziphezulu kubasabalalisi nokuncintisana okuqinisiwe. Esikhathini esibuyekezwayo, i-KWS yabeka isisekelo sokukhula kwesikhathi esizayo ngokwandisa imisebenzi yayo yokuzalanisa ngokuphawulekayo. Lokho kuhlanganisa ukutholwa komhlaba eSpain kanye nokusungulwa kwamaqembu endawo azalelayo. Njengomphumela wenkambo yebhizinisi nokwakhiwa kweBusiness Unit Vegetables, imali engenayo yengxenye yehle yafinyelela ku-€ –15.3 (–13.0) wezigidi. Ngaphandle kwemithelela evela esabelweni senani lokuthenga njengengxenye yokutholwa kwenkampani, imali engenayo yengxenye yehle yaba ngu-€ –0.6 (6.6) wezigidi.
Isamba sokuthengiswa kwe Ingxenye Yebhizinisi ifinyelele ku-€7.2 (5.4) wezigidi. Akhiqizwa kakhulu emapulazini e-KWS. Njengoba zonke izindleko ezihlukene zemisebenzi emaphakathi yeQembu le-KWS kanye nezindleko zocwaningo zikhokhiswa Ingxenye Yebhizinisi, imali engenayo ngokuvamile ayinhle. Imali engenayo yengxenye yehle kancane yaya ku-€ –77.8 (€ –75.4) million.