Fonterra e hapa Khau ea Sebapali se Molemohali sa Deloitte Top 200.Video/Michael Craig
Ha ho bapisoa le lik'hamphani tse ling tse ngata, Fonterra e ile ea tlameha ho sebetsana le maemo a hajoale a 'maraka oa lefats'e - ka likhakanyo tse fokolang tsa selemo se tlang - empa senatla sa lebese ha se nyahame ha se ntse se tsoela pele ho kenya ts'ebetsong leano le potlakileng le le tsitsitseng la kholo.
E le karolo ea morero oa eona oa 2030, Fonterra e shebane le boleng ba lebese la New Zealand, ho fihlela tlhahiso ea khabone ea zero ka 2050, ho khothaletsa boqapi le lipatlisiso tsa lebese, ho kenyeletsoa lihlahisoa tse ncha, le ho khutlisetsa chelete e ka bang $ 1 bilione ho beng ba mapolasi.
Fonterra e na le likarolo tse tharo - Consumer (Lebese), Metsoako le Lijo tsa Lijo - 'me e ntse e atolosa mefuta ea eona ea lichisi tsa tranelate.O thehile sesebelisoa sa tatellano ea liphatsa tsa lefutso tsa MinION, se fanang ka DNA ea lebese kapele le ka theko e tlase, hammoho le concentrate ea protheine ea whey, e sebelisetsoang ho etsa litlolo tse fapaneng tsa yoghurt.
CEO Miles Harrell o itse: “Re tsoela pele ho lumela hore lebese la New Zealand ke lebese la boleng bo holimo ka ho fetisisa le lebese le tsebahalang haholo lefatšeng.Ka lebaka la mohlala oa rona oa ho nontša lekhulo, khabone ea lebese la rona ke karolo ea boraro ea karolelano ea lebese lefatšeng ka bophara.tlhahiso.
"Nakong e fetang selemo se fetileng, nakong ea Covid-19, re ile ra hlalosa litabatabelo tsa rona bocha, ra matlafatsa leqephe la rona la ho leka-lekanya le ho matlafatsa metheo ea rona.Re lumela hore metheo ea lebese la New Zealand e matla.
"Re bona hore phepelo ea lebese ka kakaretso mona e kanna ea fokotseha, hantle, e sa fetohe.Sena se re fa monyetla oa ho hlokomela bohlokoa ba lebese ka likhetho tse tharo tsa maano - ho tsepamisa maikutlo ho banka ea lebese, ho etella pele ka boqapi le mahlale, le ho etella pele ho ts'ireletsehong ".
"Le ha tikoloho eo re sebetsang ho eona e fetohile haholo, re tlohile ho qala bocha ho ea kholong ha re ntse re sebeletsa bareki ba rona, beng ba rona ba lihoai le ho pholletsa le New Zealand, re eketsa boleng le ho fihlela tlhoko e ntseng e hola ea lihlahisoa tsa lebese tse tšoarellang..Sebeletsa.
“Sena ke bopaki ba boitelo le boikemisetso ba basebetsi ba rona.Ke motlotlo haholo ka seo re khonneng ho se fihlela hammoho.”
Baahloli ba Likhau tsa Deloitte Top 200 le bona ba ile ba nahana joalo, ba reha Fonterra mohlodi sehlopheng sa tshebetso e ntle ka ho fetisisa, ka pele ho bahlahisi ba bang ba thepa e tala le barekisi ba lefatshe ka bophara ba Silver Fern Farms le Steel & Tube ya dilemo tse 70.
Moahloli Ross George o boletse hore joalo ka k'hamphani ea liranta tse libilione tse 20 e nang le lihoai tse 10,000, Fonterra e phetha karolo ea bohlokoa moruong, "haholo-holo ho baahi ba bangata ba mahaeng."
Selemong sena, Fonterra e lefile hoo e ka bang $ 14 bilione ho barekisi ba eona ba mapolasi a lebese.Baahloli ba hlokometse tsoelo-pele e ntle khoebong, ba thusoa ke sehlopha sa tsamaiso ea lehae se ntlafalitsoeng.
"Ka linako tse ling Fonterra e 'nile ea tobana le mathata khahlanong le indasteri ea eona.Empa o se a nkile mehato ea ho itsetsepela 'me haufinyane o thakhotse leano la ho fokotsa mosi oa likhomo ka ho etsa liteko tsa maoatle e le lijo tsa tlatsetso bakeng sa likhomo tsa lebese le ho sebetsa le mmuso.Ho fokotsa tlhahiso ea permaculture,” ho boletse George, motsamaisi ea ka sehloohong oa Direct Capital.
Bakeng sa selemo sa lichelete se qetellang ka Phuptjane, Fonterra e fihletse liranta tse libilione tse 23.4 ho lekeno, ho fihla ho 11%, haholoholo ka lebaka la litheko tse phahameng tsa lihlahisoa;meputso pele ho phaello ea liranta tse limilione tse 991, ho nyoloha ka 4%;phaello e tloaelehileng e ne e le $ 591 milione, e nyolohile ka 1%.Pokello ea lebese e theohile ka 4% ho isa ho 1.478 billion kg ea lebese le tiileng (MS).
Limmaraka tse kholo ka ho fetisisa Afrika, Bochabela bo Hare, Europe, Asia Leboea le Amerika (AMENA) li ile tsa etsa liranta tse limilione tse likete tse 8.6 ka thekiso, Asia-Pacific (ho kenyeletsoa New Zealand le Australia) bakeng sa $ 7.87 limilione tse likete le Chaena e Khōlō bakeng sa liranta tse limilione tse likete tse 6,6.
Co-op e khutlisitse $ 13.7 bilione ho moruo ka litefo tsa rekoto tsa polasi ea $ 9.30 / kg le karohano ea lisente tse 20 / share, e lefa kakaretso ea $ 9.50 / kg bakeng sa lebese le fanoeng.Moputso oa Fonterra ka karolo ka 'ngoe e ne e le lisente tse 35, ho nyoloha ka lisente tse 1, 'me ho lebelletsoe ho fumana lisente tse 45-60 ka kabelo selemong sa lichelete ka theko e tloaelehileng ea $9.25/kgMS.
Polelo ea hae ea 2030 e bitsa EBIT ea $ 1.325 bilione, moputso ka karolo ea lisente tse 55-65, le likabelo tsa lisente tse 30-35 ka kakaretso.
Ka 2030, Fonterra e rera ho tsetela $ 1 bilione ho ts'ebetsong, $ 1 bilione ho khutlisetsa lebese le eketsehileng lihlahisoa tse turang ho feta, $ 160 ka selemo lipatlisisong le nts'etsopele, 'me e abe $10 ho ba nang le kabelo kamora thekiso ea thepa (lidolara tse limilione tse lekholo tsa US).
E ka tla kapele kapa hamorao.Fonterra e phatlalalitse khoeling e fetileng hore e rekisa khoebo ea eona ea Chile Soprole ho Gloria Foods ka $1,055."Hona joale re mothating oa ho qetela oa thekiso ka mor'a qeto ea ho se rekise khoebo ea rona ea Australia," ho boletse Harrell.
Mabapi le botsitso, tšebeliso ea metsi libakeng tsa tlhahiso libakeng tse nang le mehloli e fokolang ea metsi e fokotsehile 'me hona joale e ka tlase ho motheo oa 2018,' me 71% ea beng ba liabo ba na le moralo oa tikoloho ea polasing.
Ba bang ba ntse ba re Fonterra e indastering e fosahetseng, naheng e fosahetseng, lihlahisoa tsa lebese lefatšeng ka bophara li 'marakeng 'me li haufi le bareki.Haeba ho joalo, Fonterra e kobile lekhalo lena ka ho tsepamisa maikutlo, boqapi le boleng mme e atlehile ka ho ba karolo ea bohlokoa haholo moruong.
Lipolasi tsa Silver Fern tsa nama li ipabola ho ikamahanya le maemo ha li tobane le COVID-19 le liphephetso tsa phepelo ea thepa, tse lebisang selemong sa rekoto sa lichelete.
Likarolo tsohle tse tharo tsa khoebo ea rona li sebelisana haufi-ufi: thekiso le papatso, ts'ebetso (lifektheri tse 14 le basebetsi ba 7,000) le lihoai tse 13,000 tse re fang lihlahisoa.Ho ne ho se joalo nakong e fetileng,” ho boletse Silver.Simon Limmer o boletse.
"Likarolo tsena tse tharo li sebetsa hantle haholo - momahano le bokhoni ke senotlolo sa katleho ea rona.
"Re khonne ho kena 'marakeng sebakeng se sa tsitsang, se sitisang le tlhokahalo e fetohang Chaena le US.Re kotula litholoana tse ntle tsa 'maraka.
"Re tla ntšetsa pele leano la rona la ho tsepamisa lihoai le limmaraka, re tsoelepele ho tsetela mocheng oa rona (New Zealand Grass Fed Meat) le ho atamela haufi le bareki ba rona ba mose ho maoatle," ho boletse Limmer.
Chelete ea Dunedin ea Silver Fern e nyolohile ka 10% ho isa ho $2.75 bilione selemong se fetileng, ha chelete e kenang e nyolohetse ho $103 milione ho tloha ho $65 milione.Lekhetlong lena - mme tlaleho ea Silver Fern ke ea selemo sa almanaka - lekeno le lebelletsoe ho nyoloha ka ho feta $3 bilione mme phaello e imena habeli.Ke e 'ngoe ea lik'hamphani tse leshome tse kholo ka ho fetisisa naheng ena.
Baahloli ba boletse hore Silver Fern e atlehile ho theha moralo o rarahaneng oa ho ba beng ba 50/50 lipakeng tsa koporasi ea eona ea lihoai le Shanghai Meilin ea China.
"Silver Fern e ntse e sebetsa molemong oa ho tsebahatsa le ho beha leano la lihlahisoa tsa eona tsa nama ea likhomo, tsa konyana le tsa nama ea khomo 'me e ela hloko haholo boemo ba tsona ba tikoloho.Ho tšoarella ho fetoha karolo ea mantlha ea ho etsa liqeto ka sepheo se hlakileng sa ho fetola k'hamphani hore e be lets'oao la nama le nang le phaello," baahloli ba boletse.
Haufinyane tjena, capex e fihlile ho $250 milione, ho tsetela ho meralo ea motheo (joalo ka mehala ea ho sebetsa e ikemetseng), likamano le lihoai le barekisi, lihlahisoa tse ncha (nama ea khomo ea premium zero, ea pele ea mofuta oa eona, e sa tsoa qala New York), le theknoloji ea dijithale.
Limmer o itse: "Lilemong tse tharo tse fetileng re ne re se na motho China, 'me joale re na le batho ba 30 ba rekisang le ba bapatsang ofising ea rona ea Shanghai.""Ho bohlokoa ho ba le kamano e tobileng le bareki - ha ba batle ho ja nama feela, empa ba batla ho ja nama."”
Silver Fern ke karolo ea khoebo e kopanetsoeng le Fonterra, Ravensdown le ba bang ho hlahisa mekhoa e mecha ea ho fokotsa tlhahiso ea methane le ho ntlafatsa mekhoa ea temo.
E lefa lihoai likhothatso ho fokotsa khabone ea mapolasi a tsona."Re beha theko ea theko likhoeling tse ling le tse ling tse peli pele, 'me ha re fumana phaello e phahameng ea' maraka, re romela letšoao ho bafani ba rona hore re ikemiselitse ho arolelana kotsi le moputso," Limmer o itse.
Phetoho ea Steel & Tube e felile, 'me joale k'hamphani e lilemo li 70 e ka tsoela pele ho tsepamisa maikutlo ho holiseng le ho matlafatsa likamano tsa bareki.
"Re na le sehlopha se setle haholo le batsamaisi ba nang le boiphihlelo ba qetileng lilemo tse monate ba khanna phetoho ea khoebo," ho boletse CEO Mark Malpass."Tsohle li mabapi le batho 'me re thehile setso se matla sa boitlamo bo phahameng."
"Re matlafalitse leqephe la rona la ho leka-lekanya, re entse lintho tse 'maloa, ra sebelisa mokhoa oa digital, ra etsa bonnete ba hore ts'ebetso ea rona e na le litšenyehelo tse ngata ebile e sebetsa hantle,' me re fumane kutloisiso e tebileng ea bareki ba rona le litlhoko tsa bona," o boletse joalo.
Lilemo tse leshome pejana, Steel & Tube e ne e thathamisitsoe ho NZX ka 1967, e ile ea fifala, 'me ea "kopanya" tlas'a puso ea Australia.Khampani e ile ea bokella liranta tse limilione tse 140 likolotong ha libapali tse ncha li kena 'marakeng.
"Steel & Tube e ile ea tlameha ho etsa liphetoho tse ngata tsa lichelete le lichelete tlas'a khatello," ho boletse Malpass.“E mong le e mong o ne a re setse morao ’me ho ile ha nka selemo kapa tse peli hore re fole.Re ntse re theha tlhahiso ea boleng bakeng sa bareki lilemong tse tharo tse fetileng. ”
Ho khutla ha Steel le Tube hoa khahla.Bakeng sa selemo sa lichelete se felileng ka Phuptjane, mohloekisi oa tšepe le morekisi o tlalehile lekeno la $ 599.1 milione, ho fihla ho 24.6%, chelete e kenang ea ts'ebetso (EBITDA) ea $ 66.9 milione, ho fihla ho 77.9%.%, chelete e kenang ea liranta tse limilione tse 30.2, e nyolohile ka 96.4%, EPS 18.3 lisente, e nyolohile ka 96.8%.Tlhahiso ea eona ea selemo le selemo e eketsehile ka 5.7% ho ea ho lithane tse 167,000 ho tloha ho lithane tse 158,000.
Baahloli ba itse Steel & Tube ke sebapali sa nako e telele le sebapali sa sechaba indastering ea bohlokoa ea New Zealand.Likhoeling tse 12 tse fetileng, k'hamphani e bile e 'ngoe ea lik'hamphani tse ntle ka ho fetisisa tikolohong e thata ea moruo e nang le phaello e felletseng ea 48%.
"Boto le botsamaisi ba Steel & Tube ba ile ba tobana le boemo bo boima empa ba khona ho fetola khoebo mme ba buisana hantle nakong eohle ea ts'ebetso.Ba boetse ba arabetse ka matla tlholisanong ea Australia le kantle ho naha, ba khona ho ba feme e sa feleng indastering e nang le tlholisano e kholo, "'muelli oa k'hamphani o itse.baahloli.
Steel & Tube, e hirileng batho ba 850, e fokolitse palo ea lifeme tse sebetsang naheng ka bophara ho tloha ho 50 ho isa ho 27 mme e fihletse phokotso ea 20%.E tsetetse lisebelisoa tse ncha ho holisa ts'ebetso ea lipoleiti tsa eona mme e fumane lik'hamphani tse peli ho atolosa linyehelo tsa eona, Fasteners NZ le Kiwi Pipe and Fittings, e leng hona joale e matlafatsang sehlopha sa bohlokoa.
Steel & Tube e hlahisitse meqolo e nang le likarolo tse ngata bakeng sa setsi sa mabenkele sa Business Bay se Auckland, seo masela a sona a tšepehang a sebelisoang Setsing se secha sa Likopano sa Christchurch.
Khampani e na le bareki ba 12,000 'me e "ntlafatsa likamano tse matla" le bareki ba eona ba pele ba 800, e leng karolo ea bobeli ho tse tharo ea chelete ea eona."Re thehile sethala sa dijithale e le hore ba tsebe ho odara ka nepo le ho fumana litifikeiti (teko le boleng) kapele," ho boletse Malpass.
"Re na le sistimi ea polokelo moo re ka bolelang esale pele tlhoko ea bareki likhoeli tse tšeletseng esale pele le ho etsa bonnete ba hore re na le sehlahisoa se nepahetseng bakeng sa moeli oa rona."
Ka chelete ea 'maraka ea liranta tse limilione tse 215, Steel & Tube e batla e le ea bo-60 e kholo ka ho fetisisa' marakeng oa thepa.Malpass e ikemiselitse ho otla lik'hamphani tse 9 kapa tse 10 le ho kena ho 50 NZX e holimo.
"Sena se tla fana ka ts'ireletso e eketsehileng ea mokelikeli le mohlahlobi oa thepa.Liquidity ke ea bohlokoa, re boetse re hloka chelete ea 'maraka ea $100 milione. "
Nako ea poso: Dec-31-2022