Seniors are betting on diversification to overcome difficult times

Seniors are betting on diversification to overcome difficult times

Elderly people (ASX:ELD) announced financial results for the year ended September 30, 2024. It reported a difficult year, characterized by fluctuating market conditions and weak customer sentiment, particularly in the first quarter.

The company is a leading agri-food company serving rural and regional Australia, providing agricultural products, services and consultancy.

Revenue fell 6% to $3.13 billion, while underlying earnings before interest and taxes fell 25% to $128 million. Net profit after tax to shareholders fell 55% to $45.1 million. These results reflect the impact of falling livestock prices and reduced demand for plant protection products earlier in the year, although the recovery of livestock markets and improved trading conditions in the second half provided some relief. Costs rose 14% to $509.6 million, driven by acquisitions and investments in growth initiatives, putting further pressure on margins.

The company highlighted its focus on diversification, which allowed it to partially offset regional and product-specific challenges. Notable achievements include the launch of Elders Wool, a state-of-the-art wool processing facility, and the expansion of its geographic footprint through 13 acquisitions and 21 additional points of presence. Despite these efforts, return on capital fell to 11.3%, down from 16% a year earlier.

The board of directors declared a final dividend of 18 cents per share, bringing the total dividend for the year to 36 cents, down from 46 cents in 2023. This reflects a high payout ratio of 88%, attributed to lower earnings base.

On the sustainability front, Elders reported progress towards its emissions reduction goals, including renewable energy projects and the testing of electric vehicles across its operations.

The company also highlighted pressures from rising debt levels, with net debt rising 49% to $690.5 million, partly due to acquisitions and investments in transformation projects.

Looking ahead, Elders expects improved market conditions and customer sentiment in FY25, supported by improved seasonal conditions and a recovery in livestock prices. However, it recognizes ongoing cost pressures and the need for operational efficiency.

Mark Allison, managing director and CEO, said: “Our diversified model and commitment to sustainable growth ensures we remain resilient through industry cycles. We are focused on maintaining a solid foundation for future growth.”

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