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Hilde Van Boxstael ... (+8)
  • Hilde Van Boxstael
  • Kristof Samoy
  • Lynn Hautekeete
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : ABI BB, ADYEN NA, DSFIR NA, FAGR BB, FLOW NA, NEXTA BB...

: ABI BB, ADYEN NA, DSFIR NA, FAGR BB, FLOW NA, NEXTA BB, MONT BB, NN NA, ONTEX BB, SIP BB, WDP BB, NXFIL NA

 PRESS RELEASE

ForFarmers strengthens position in Polish market through value chain i...

ForFarmers strengthens position in Polish market through value chain integration Lochem, 12 February 2026 ForFarmers strengthens position in Polish market through value chain integration  ForFarmers strengthens position in the growing poultry market in Poland in a joint venture with KPS Food Group (KPS), a leading, innovative player in poultry production, slaughtering and food processing. Both ForFarmers’ current joint venture in Poland (Tasomix) and the activities of KPS will be merged into a new joint venture ForFarmers Polska.ForFarmers will have a controlling (50.5%) stake and will f...

 PRESS RELEASE

ForFarmers versterkt positie in Poolse markt door ketenintegratie

ForFarmers versterkt positie in Poolse markt door ketenintegratie Lochem, 12 februari 2026 ForFarmers versterkt positie in Poolse markt door ketenintegratie  ForFarmers versterkt positie in groeiende pluimveemarkt in Polen in een joint venture met KPS Food Group (KPS), een toonaangevende, innovatieve speler in de keten van productie, slacht en verwerking van pluimvee.Zowel de huidige joint venture van ForFarmers in Polen (Tasomix) als de activiteiten van KPS worden ondergebracht in een nieuwe joint venture ForFarmers Polska.ForFarmers krijgt een meerderheidsbelang (50,5%) en zal de joint...

 PRESS RELEASE

ForFarmers N.V.: ForFarmers trading update Q3 2025

ForFarmers N.V.: ForFarmers trading update Q3 2025 Lochem, 6 November 2025 PRESS RELEASE Trading Update Q3 2025: Solid volume growth and continued strong profitability Pieter Wolleswinkel, CEO ForFarmers: “We look back on a very strong quarter in which we continue the good performance of the past two years. Thanks to our customer-oriented approach and the commitment of our employees, we have once again achieved growth in market share. Recent acquisitions have also contributed to this. Despite the effects of the buyout schemes that are now clearly visible, our compound feed volumes in the...

 PRESS RELEASE

ForFarmers N.V.: ForFarmers trading update Q3 2025

ForFarmers N.V.: ForFarmers trading update Q3 2025 Lochem, 6 november 2025 PERSBERICHT Trading update Q3 2025: Solide volumegroei en aanhoudend sterke winstgevendheid Pieter Wolleswinkel, CEO ForFarmers: “We kijken terug op een zeer sterk kwartaal, waarin we de goede prestaties van de afgelopen twee jaar hebben voortgezet. Dankzij onze klantgerichte aanpak en de inzet van onze medewerkers hebben we wederom groei in marktaandeel gerealiseerd. Ook de recente overnames droegen hieraan bij. Ondanks de effecten van de stoppersregelingen die nu duidelijk zichtbaar worden, blijven onze mengvoer...

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Lewi
Michiel Declercq
  • Michiel Declercq

Sipef 1H25 strong results make the group on track for a new record yea...

Sipef reported strong results, with the recurring net profit (gs) of $ 57.7m comfortably exceeding expectations (kbcse: $45.9m). While revenue growth of +23.3% to $ 250.4m (kbcse: $ 250.4m) was in line driven by a slightly higher than expected production growth of 19.1% to 208.0kt (kbcse: 204.1kt), we were particularly surprised by the strong gross profit growth of 65.6% to $ 113.3m (kbcse: $ 94.1m). As a result, the group now expects the recurring net result (gs) to be significantly higher than...

Hilde Van Boxstael ... (+8)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Lewi

Morning Notes : ADYEN NA, CMBT BB, FUR NA, NEXTA BB, SIP BB, SHUR BB, ...

: ADYEN NA, CMBT BB, FUR NA, NEXTA BB, SIP BB, SHUR BB, FAST NA, ZEAL DC

 PRESS RELEASE

Change in composition of the Supervisory Board of ForFarmers

Change in composition of the Supervisory Board of ForFarmers Lochem, 12 August 2025 Change in composition of the Supervisory Board of ForFarmers ForFarmers today announces that Erwin Wunnekink, member of the Supervisory Board, has decided to step down from his position as of 1 November 2025. Mr Wunnekink has indicated that he will pursue a new professional opportunity elsewhere, which is not compatible with his role on the Supervisory Board of ForFarmers. "It is unfortunate that Erwin Wunnekink will leave ForFarmers earlier than planned, ahead of his scheduled departure at the AGM in 202...

 PRESS RELEASE

Wijziging in samenstelling Raad van Commissarissen ForFarmers

Wijziging in samenstelling Raad van Commissarissen ForFarmers Lochem, 12 augustus 2025 Wijziging in samenstelling Raad van Commissarissen ForFarmers ForFarmers maakt vandaag bekend dat Erwin Wunnekink, lid van de Raad van Commissarissen, heeft besloten zijn functie per 1 november 2025 neer te leggen. De heer Wunnekink heeft aangegeven een nieuwe professionele uitdaging aan te gaan elders, hetgeen niet te combineren is met zijn rol binnen de Raad van Commissarissen van ForFarmers. "Het is jammer dat we, voortijdig aan zijn geplande aftreden tijdens de AvA in 2027, afscheid moeten nemen va...

 PRESS RELEASE

ForFarmers results for the first half of 2025 (with full press release...

ForFarmers results for the first half of 2025 (with full press release) Lochem, 7 August 2025 ForFarmers results for the first half of 2025 Volume rises to 5.2 million tonnes, profitability remains strong Pieter Wolleswinkel, CEO ForFarmers: “The strong development of our results over the past six months confirms that we are on the right track. With a focused execution of our strategy, we are maintaining and expanding our market positions. Thanks in part to the joint venture in Germany, launched in March, and the acquisition of Van Triest Veevoeders in September 2024, we are demonstratin...

 PRESS RELEASE

Resultaten ForFarmers over eerste halfjaar 2025 (inclusief volledige p...

Resultaten ForFarmers over eerste halfjaar 2025 (inclusief volledige persbericht) Lochem, 7 augustus 2025 Resultaten ForFarmers over eerste halfjaar 2025Volume stijgt naar 5,2 miljoen ton, winstgevendheid blijft onverminderd sterk Pieter Wolleswinkel, CEO ForFarmers: “De sterke ontwikkeling van onze resultaten in de afgelopen zes maanden bevestigt dat we op de juiste koers zitten. Met een doelgerichte uitvoering van onze strategie behouden en vergroten we onze marktposities. Mede dankzij de joint venture in Duitsland, die in maart is gestart, en de overname van Van Triest Veevoeders in se...

 PRESS RELEASE

ForFarmers results for the first half of 2025: Volume rises to 5.2 mil...

ForFarmers results for the first half of 2025: Volume rises to 5.2 million tonnes, profitability remains strong Lochem, 7 August 2025  ForFarmers results for the first half of 2025 Volume rises to 5.2 million tonnes, profitability remains strong Pieter Wolleswinkel, CEO ForFarmers: “The strong development of our results over the past six months confirms that we are on the right track. With a focused execution of our strategy, we are maintaining and expanding our market positions. Thanks in part to the joint venture in Germany, launched in March, and the acquisition of Van Triest Veevoede...

 PRESS RELEASE

Resultaten ForFarmers over eerste halfjaar 2025: Volume stijgt naar 5,...

Resultaten ForFarmers over eerste halfjaar 2025: Volume stijgt naar 5,2 miljoen ton, winstgevendheid blijft onverminderd sterk Lochem, 7 augustus 2025  Resultaten ForFarmers over eerste halfjaar 2025Volume stijgt naar 5,2 miljoen ton, winstgevendheid blijft onverminderd sterk Pieter Wolleswinkel, CEO ForFarmers: “De sterke ontwikkeling van onze resultaten in de afgelopen zes maanden bevestigt dat we op de juiste koers zitten. Met een doelgerichte uitvoering van onze strategie behouden en vergroten we onze marktposities. Mede dankzij de joint venture in Duitsland, die in maart is gestart, ...

Wim Lewi
  • Wim Lewi

Dollar Weakness The impact on our Benelux Coverage

In general, a weaker USD has a negative impact on Benelux stocks, particularly for companies with significant exports to the US. In this note we selected a list of companies with high US export exposure and we examine the potential impact on FY25 earninings. On top of the weak dollar, rising trade tensions or the introduction of tariffs further harm Benelux exporters. As the dollar depreciates against the euro, European goods become costlier for American consumers. At the same time, revenues ear...

 PRESS RELEASE

ForFarmers secures new credit facility

ForFarmers secures new credit facility  Press release  Lochem, 28  May 2025 ForFarmers secures new credit facility ForFarmers N.V. has signed a new credit facility for an amount of €150 million with an international banking syndicate. In addition, a €125 million working capital financing facility will become operational in mid-Q3 2025. To bridge the implementation period, a credit facility has been agreed with Rabobank. These facilities replace the previous financing agreement of €300 million. In addition, the activities of the joint ventures in Poland and Germany will, going forward, be...

 PRESS RELEASE

ForFarmers sluit nieuwe kredietfaciliteit af

ForFarmers sluit nieuwe kredietfaciliteit af Persbericht Lochem, 28 mei 2025 ForFarmers sluit nieuwe kredietfaciliteit af ForFarmers N.V. heeft een nieuwe kredietfaciliteit ondertekend ter waarde van €150 miljoen met een internationaal bankensyndicaat. Tevens zal medio Q3 2025 een werkkapitaal financiering van €125 miljoen operationeel zijn. Voor de overbrugging van de periode van implementatie van deze werkkapitaal financiering is een kredietfaciliteit met Rabobank afgesloten. Deze aanpak vervangt de vorige financieringsovereenkomst die €300 miljoen bedroeg. Daarnaast zijn de activiteit...

 PRESS RELEASE

Update on and end of share buy-back programme ForFarmers

Update on and end of share buy-back programme ForFarmers Lochem, 20 May 2025 Update on and end of share buy-back programme ForFarmers  ForFarmers N.V. (ForFarmers) has repurchased 37,881 shares on 19 May 2025. The shares were repurchased at an average price of €4.36 per share, for a total amount of €165,260. These repurchases were made in accordance with the authorisation granted by the ForFarmers Annual General Meeting of Shareholders on 17 April 2025. The authorisation concerns the buy-back of shares for ForFarmers to fulfil its obligations arising from (depositary receipts for) share...

 PRESS RELEASE

Voortgang en einde inkoopprogramma eigen aandelen ForFarmers

Voortgang en einde inkoopprogramma eigen aandelen ForFarmers Lochem, 20 mei 2025 Voortgang en einde inkoopprogramma eigen aandelen ForFarmers  ForFarmers N.V. (ForFarmers) heeft 37.881 aandelen ingekocht op 19 mei 2025. De aandelen zijn ingekocht met een gemiddelde prijs van €4,36 per aandeel, voor een totaalbedrag van €165.260. Deze inkopen zijn gedaan in overeenstemming met de machtiging verleend door de Algemene Vergadering van Aandeelhouders van ForFarmers op 17 april 2025. De machtiging betreft de inkoop van eigen aandelen zodat ForFarmers haar verplichtingen kan nakomen die voortv...

 PRESS RELEASE

Update of share buy-back programme ForFarmers

Update of share buy-back programme ForFarmers Lochem, 19 May 2025 Update of share buy-back programme ForFarmers  ForFarmers N.V. (ForFarmers) has repurchased 212,721 shares in the period from 12 May 2025 through 16 May 2025. The shares were repurchased at an average price of €4.20 per share, for a total amount of €892,460. These repurchases were made in accordance with the authorisation granted by the ForFarmers Annual General Meeting of Shareholders on 17 April 2025. The authorisation concerns the buy-back of shares for ForFarmers to fulfil its obligations arising from (depositary rece...

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