Acomo (ACOMO) CMD 2025 summary

Strategic objectives and growth ambitions

• Targeting €2 billion in sales in the midterm, with a 9% EBITDA margin and leverage ratio below 2.5x, through organic growth and acquisitions, especially in Europe and North America.

• Focused on expanding in spices and nuts, edible seeds, organic ingredients, tea, and food solutions, leveraging both autonomous growth and M&A.

• Growth strategy aligns with trends toward plant-based, organic, and allergen-free foods, emphasizing sustainability and consumer demand.

• Plans include introducing a customer-centric model in tea, investing in food solutions, and expanding processing capabilities.

• Emphasizes maintaining a strong balance sheet, attractive dividend policy (70%+ payout), and prudent capital allocation.

Business model and value creation

• Operates a diversified, asset-light specialty ingredients portfolio across five segments: spices and nuts, edible seeds, organic ingredients, tea, and food solutions.

• Value creation is driven by scale, resilient supply chains, value-adding processing, and deep market knowledge, supported by a decentralized, entrepreneurial culture.

• Focuses on responsible sourcing, sustainability, and long-term supplier and customer relationships, with traceability and food safety as priorities.

• Each operating entity retains autonomy, fostering innovation and reliability, while group-level support enhances financing, compliance, and digital transformation.

• Recent investments include digital tools for regulatory compliance and new processing facilities to support growth and efficiency.

Segment highlights and market positioning

• Catz International (spices and nuts) leverages market intelligence, diversified sourcing, and inventory management to ensure supply security and quality.

• Red River Commodities (edible seeds) is vertically integrated from farm to shelf, leading in sunflower-based products and innovating with allergen-free brands.

• Tradin Organic (organic ingredients) offers a broad, integrated portfolio, supporting over 100,000 farmers and advancing regenerative agriculture.

• All segments are positioned to benefit from trends in plant-based, organic, and sustainable foods, with double-digit growth expected in key categories.

• Food Solutions segment delivers high margins through customized, value-added offerings and recent capacity expansions.