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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?
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Next Tate & Lyle earnings date
H1 20266 Nov, 2025
Next Tate & Lyle earnings date
H1 20266 Nov, 2025
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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.
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