The earnings call reflects a challenging market environment with revenue and EBITDA declines, impacted by tariffs and category softness. However, there are notable successes such as the doubling of the cross-selling pipeline value and strong demand for sucralose, indicating potential for future growth.
Company Guidance
In the recent conference call, Tate & Lyle provided guidance for the first half of fiscal year 2026, indicating that Group revenue is expected to decline by 3% to 4% in constant currency, compared to pro forma comparatives, due to a challenging market environment. The company noted a slowdown in demand, particularly in the Americas, where revenue is expected to be slightly lower due to softer consumer demand in North America. In Europe, Middle East, and Africa, revenue is projected to be mid-single-digit lower, and in Asia Pacific, it is expected to be broadly in line despite tariffs. EBITDA for the first half is anticipated to be high single-digit percent lower, reflecting top-line softness and ongoing growth investments. For the full year ending March 31, 2026, revenue and EBITDA are expected to decline by low single-digit percent. Despite these challenges, the company is optimistic about future growth driven by the CP Kelco combination, with the cross-selling pipeline more than doubling in value in the last two months.
CP Kelco Combination Success
The value of the cross-selling pipeline has more than doubled in the last 2 months, demonstrating strong customer engagement with the combined portfolio and expertise in mouthfeel.
Strong Sucralose Demand
Sucralose demand remains robust with the company selling as much as it can produce, indicating strong market acceptance despite broader market trends.
Margin Improvement in CP Kelco Portfolio
The margin of the CP Kelco portfolio is expected to improve further in the first half, indicating successful integration and cost management.
Tate & Lyle (TATYY) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TATYY Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 22, 2025
$31.66
$30.04
-5.12%
Nov 07, 2024
$38.69
$39.78
+2.82%
May 23, 2024
$32.76
$34.42
+5.07%
Nov 09, 2023
$30.36
$30.19
-0.56%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Tate & Lyle Plc Sponsored Adr (TATYY) report earnings?
Tate & Lyle Plc Sponsored Adr (TATYY) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).
What is Tate & Lyle Plc Sponsored Adr (TATYY) earnings time?
Tate & Lyle Plc Sponsored Adr (TATYY) earnings time is at Nov 06, 2025, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.