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Bonduelle: 1 director

A director at Bonduelle bought 54,924 shares at 9.745EUR and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Livio Luyten
  • Thomas Couvreur
  • Wim Hoste
Wim Hoste
  • Wim Hoste

Corbion Strategy update shows increased focus, upgrade to BUY

Corbion's BRIGHT 2030 strategy update revealed an increasing focus on clean label Food Ingredients, Nutrition and Biomedical Polymers/Pharma. Biochemicals are being de-prioritized and the strategic ownership review on PLA will most likely result in an exit. Financial targets include a 3-6% annual organic sales growth target and a c 2pp increase in the adjusted EBITDA margin by 2028. A disciplined approach on capex is expected to result in an average 8% FCF yield in the coming years with a streng...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ackermans & van Haaren: 3Q TU mostly in line, better inflows, markets support AuMs. Ahold Delhaize: Peer Walmart 3Q25/26 results. Bekaert: Soft 3Q25 update, FY guidance further toned down. Corbion: Evolution, not revolution. Universal Music Group: Peer Warner Music 11% revenue and 8% OIBDA beat

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Livio Luyten
  • Wim Hoste
  • Wim Lewi
Wim Hoste
  • Wim Hoste

Corbion Feedback CMD

Below we list the key highlights from the CMD. We remind that Corbion announced new financial targets for 2026-2028 including a 3-6% organic sales growth target (KBCS 3.0%) and an 18% adjusted EBITDA margin target (KBCS 17%), vs a 16.3% margin YTD. The announced strategic review on PLA is no surprise and will most likely result in an exit of Corbion, while still remaining the lactic acid supplier to the buyer. Biochemicals will be de-emphasized, which will put the growth focus on food preservati...

Robert Jan Vos
  • Robert Jan Vos
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Corbion: Better to travel than to arrive. Gimv: Portfolio return of 9.5% over 1H25, NAV in-line with INGF. IBA: 2025 guidance confirmed, debt high at €60m, €135m of long term financing. Wereldhave: €120m acquisition at 8% NIY, c.€80m capital increase

Hilde Van Boxstael ... (+6)
  • Hilde Van Boxstael
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Wim Hoste
  • Wim Lewi
Wim Hoste
  • Wim Hoste

Corbion FIRST LOOK: CMD review PLA, focus on food, algae & biomedical/...

Corbion's announced ambitious new financial targets for 2026-2028 including a 3-6% organic sales growth target (KBCS 3.0%) and an 18% adjusted EBITDA margin target (KBCS 17%). Unsurprisingly (given the volatile track record), a strategic review on PLA is being initiated, which we believe will result in an eventual exit. Biochemicals will be de-emphasized, which will put the growth focus on food preservation and formulation, algal oils and Biomedical Polymers/Pharma. We continue to appreciate Cor...

 PRESS RELEASE

Corbion unveils BRIGHT 2030 strategy to lead in sustainable specialty ...

Corbion unveils BRIGHT 2030 strategy to lead in sustainable specialty food-ingredients; outlining its strategic path and medium-term financial targets Corbion, the Amsterdam-listed sustainable food-ingredients company that champions preservation through application of science, will hold its Capital Markets Day for analysts and investors via live webcast and in-person in Gorinchem, the Netherlands today. Corbion management will present its strategy for the period 2026-2030: BRIGHT 2030, a new strategy designed to lead the way in sustainable specialty food ingredients for preservation and nut...

Reg Watson ... (+2)
  • Reg Watson
  • CFA

Corbion/Goldilocks scenario; no more bears/HOLD(previously Sell)

In April, we reduced our Corbion forecasts and 12-month target price to account for the double pronged attack on profits from weaker fish oil prices and weaker currencies. We are now in the position of reversing this change due to a Goldilocks scenario in which fish oil prices have risen by 21% in a week, combined with a significant tailwind from a c.25% decline in the sugar price this year. This should drive sustained margin expansion over the next two years and as a result of these changes, ou...

 PRESS RELEASE

Bonduelle - Combined General Meeting of December 4, 2025: Statement of...

Bonduelle - Combined General Meeting of December 4, 2025: Statement of availibilty of documents BONDUELLE  Head office: "La Woestyne" - 59173 Renescure - FranceBonduelle a French S.C.A (Partnership limited by Shares) with a capital of 57 102 699,50 eurosRegistered under number : 447 250 044 ( Dunkerque Commercial and Companies Register) Villeneuve d’Ascq, November 13, 2025 Press release COMBINED GENERAL MEETING OF DECEMBER 4, 2025 Statement of availability of documents Shareholders are invited to attend the Combined General Meeting to be held on December 4, 2025 at 5 p.m. at the Compa...

 PRESS RELEASE

Bonduelle - Assemblée générale mixte du 4 décembre 2025 : Modalités de...

Bonduelle - Assemblée générale mixte du 4 décembre 2025 : Modalités de mise à disposition des documents préparatoires BONDUELLE Siège social - "La Woestyne" - 59173 Renescure - FranceBonduelle SCA - Société en commandite par actions au capital de 57 102 699,50 eurosRCS DUNKERQUE 447 250 044 Villeneuve d’Ascq, le 13 novembre 2025 Communiqué ASSEMBLÉE GÉNÉRALE MIXTE DU 4 DÉCEMBRE 2025 MODALITÉS DE MISE À DISPOSITION DES DOCUMENTS PRÉPARATOIRES Les actionnaires de la Société sont invités à participer à l’Assemblée Générale Mixte qui se tiendra le 4 décembre 2025 à 17 heures, au siège ...

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