Archer Daniels Sales Surge, Profit Falls Short

 

DOW JONES NEWSWIRES

August 5, 2008

Smart Money

 

Archer Daniels Midland Co. (ADM) said sales surged in its fiscal fourth quarter on the strength of higher commodity prices, though profits at the agribusiness giant didn't keep up with that pace.

 

For the quarter ended June 30, ADM reported net income of $372 million, or 58 cents a share, down from $955 million, or $1.47 a share, a year earlier. Revenue jumped 78% to $21.78 billion.

 

The profit picture was complicated by gains from assets sales last year, which added $616 million after taxes to year-earlier results. Excluding the effect of those gains, profits grew by about 10%.

 

Analysts polled by Thomson Reuters had expected earnings of 67 cents a share and revenue of $16.04 billion.

 

ADM said 90% of the increase in sales was driven by higher commodity costs, which boosted the company's average selling prices. The rest of the sales increase was driven by higher sales volumes, principally in ethanol and merchandised oilseeds and grains.

 

Profits in ADM's trading business and oilseed processing division each fell due to the prior-year gains the swap of some Chinese joint-venture stakes for shares in Singapore-listed commodities firm Wilmar International Ltd and the sale of an investment in Agricore United. Net sales in each of the company's three main segments were sharply higher, however.

 

Corn processing earnings rose 14% to $262 million amid increased ethanol sales volumes and higher average selling prices of sweeteners and starches.

 

In a recent report, Citigroup analysts said business conditions are likely to become more difficult for ADM as "higher corn prices associated with the June flooding across the Midwest are likely to begin rolling through the portfolio in full force."

 

Despite the near-term challenges, over the next few years ADM will be in a "sweet spot," due to strong food demand combined with the rapidly growing biofuels industry, Citigroup said.

 

Last month ADM created a lobbying group with seed makers Monsanto Co. (MON) and DuPont Co. (DD), as well as Deere & Co. (DE), to promote the idea renewable fuels won't cut into food supplies if new technologies, such as genetically modified crops, are used to their fullest. The group, called the Alliance for Abundant Food and Energy, is also working to protect government subsidies for ethanol production.

 

The alliance faces fierce opposition from food producers like Tyson Foods Inc. (TSN), which attributes rising inflation on U.S. food prices to competition for corn from ethanol producers.

 

Shares closed Monday at $27.40, and there was no premarket activity.

 

-By Jennifer Hoyt, Dow Jones Newswires

smartmoney.com