)
Visual24 Oct 2025
The rise of Alphabet
Tate & Lyle (TATE) investor relations material
Tate & Lyle H1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 TU earnings summary1 Oct, 2025
Executive summary
Strong progress in integrating the CP Telco/CP Kelco combination, with cross-selling pipeline value more than doubling in the last two months and strong customer engagement.
Customers recognize the strength of the combined portfolio, especially in mouthfeel and reformulation expertise.
Actions are being accelerated to drive top-line growth, including enhanced customer segmentation, strengthened customer-facing capabilities, and optimized manufacturing capacity.
The business is operating in a period of considerable economic volatility, but fundamental growth drivers remain strong, particularly in healthier and more nutritious food and drink.
Market demand slowed in the first half, particularly in North America, impacting recent performance.
Financial highlights
Group revenue for the first half expected to be 3% to 4% lower year-over-year in constant currency, compared to pro forma comparatives.
EBITDA for the first half expected to be high single digit percent lower year-over-year, reflecting top-line softness and ongoing investments for growth.
For the full year ending 03/31/2026, revenue and EBITDA are expected to decline by low single digit percent year-over-year in constant currency.
In the Americas, first-half revenue is expected to be slightly lower due to softer consumer demand.
In EMEA, revenue is expected to be mid-single digit lower, while Asia Pacific revenue is expected to be broadly in line after absorbing tariffs.
Outlook and guidance
Near-term market demand expected to remain challenging, with improvement anticipated in Q4 due to benefits from the combination and accelerated growth actions.
No assumption of near-term market recovery; Q4 improvement expected from internal actions and synergy realization.
Board remains committed to a progressive dividend policy.
Improvement will be driven by accelerated top-line growth actions and increasing benefits from the combination, including cross-selling and cost synergies.
Net revenue impact from tariffs after mitigation?
Pace of innovation pipeline conversion?
How to capitalize on GLP-1 reformulation needs
What specific factors drive North America demand softness?
Is legacy Tate FBS feeling more pressure than CP Telco?
How confident are you in Q4 performance improvement?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Tate & Lyle earnings date
H1 20266 Nov, 2025
Next Tate & Lyle earnings date
H1 20266 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Tate & Lyle plc provides food and beverage ingredients and solutions, including sweeteners, texturants, and fiber enrichment products. The company serves manufacturers globally in sectors such as dairy, beverages, bakery, and nutrition, supporting product formulation and reformulation. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage