Australian Oilseeds Issues Annual Shareholder Letter
Australian Oilseeds Holdings has released its annual shareholder letter highlighting strong performance in 2024 despite global challenges. The company reported 16% revenue growth driven by strong demand for cold-pressed canola oils, along with a 40 basis point improvement in gross margin and 16% Adjusted EBITDA growth.
The company has successfully expanded its distribution across major Australian retailers including Woolworths, Coles, Costco, and IGA, while establishing presence in Japan, China, and Vietnam. The Good Earth Oils brand is planned for launch in Taiwan and India within six months. The company benefits from preferential duties in China compared to Canadian and US competitors who face 100% and 124% import duties respectively.
Australian Oilseeds Holdings ha pubblicato la sua lettera annuale agli azionisti, evidenziando una solida performance nel 2024 nonostante le sfide globali. L'azienda ha registrato una crescita del fatturato del 16% grazie alla forte domanda di oli di colza spremuti a freddo, accompagnata da un miglioramento del margine lordo di 40 punti base e un aumento del 16% dell'EBITDA rettificato.
L'azienda ha ampliato con successo la distribuzione presso i principali rivenditori australiani, tra cui Woolworths, Coles, Costco e IGA, consolidando inoltre la presenza in Giappone, Cina e Vietnam. Il marchio Good Earth Oils sarà lanciato entro sei mesi in Taiwan e India. La società beneficia di dazi preferenziali in Cina rispetto ai concorrenti canadesi e statunitensi, che affrontano rispettivamente dazi all'importazione del 100% e del 124%.
Australian Oilseeds Holdings ha publicado su carta anual para accionistas destacando un sólido desempeño en 2024 a pesar de los desafíos globales. La empresa reportó un crecimiento de ingresos del 16% impulsado por una fuerte demanda de aceites de canola prensados en frío, junto con una mejora de 40 puntos básicos en el margen bruto y un crecimiento del 16% en el EBITDA ajustado.
La compañía ha ampliado con éxito su distribución en los principales minoristas australianos, incluyendo Woolworths, Coles, Costco e IGA, y ha establecido presencia en Japón, China y Vietnam. La marca Good Earth Oils está prevista para lanzarse en Taiwán e India en los próximos seis meses. La empresa se beneficia de aranceles preferenciales en China en comparación con los competidores canadienses y estadounidenses, que enfrentan aranceles de importación del 100% y 124%, respectivamente.
Australian Oilseeds Holdings는 2024년 글로벌 도전 속에서도 강력한 실적을 강조하는 연례 주주 서한을 발표했습니다. 회사는 냉압착 카놀라유에 대한 강한 수요에 힘입어 매출 16% 성장과 함께 총이익률 40 베이시스 포인트 개선, 조정 EBITDA 16% 성장을 보고했습니다.
회사는 Woolworths, Coles, Costco, IGA 등 주요 호주 소매업체 전반에 유통망을 성공적으로 확장했으며, 일본, 중국, 베트남에도 진출했습니다. Good Earth Oils 브랜드는 향후 6개월 내에 대만과 인도에서 출시될 예정입니다. 이 회사는 캐나다 및 미국 경쟁사들이 각각 100%와 124%의 수입 관세를 부과받는 것과 달리 중국에서 우대 관세 혜택을 받고 있습니다.
Australian Oilseeds Holdings a publié sa lettre annuelle aux actionnaires mettant en avant une solide performance en 2024 malgré les défis mondiaux. La société a enregistré une croissance du chiffre d'affaires de 16% portée par une forte demande d'huiles de colza pressées à froid, ainsi qu'une amélioration de 40 points de base de la marge brute et une croissance de 16% de l'EBITDA ajusté.
L'entreprise a étendu avec succès sa distribution auprès des principaux détaillants australiens, notamment Woolworths, Coles, Costco et IGA, tout en s'implantant au Japon, en Chine et au Vietnam. La marque Good Earth Oils est prévue pour un lancement dans les six mois à venir à Taïwan et en Inde. La société bénéficie de droits de douane préférentiels en Chine par rapport à ses concurrents canadiens et américains, qui font face à des droits d'importation de 100% et 124% respectivement.
Australian Oilseeds Holdings hat seinen jährlichen Aktionärsbrief veröffentlicht, der trotz globaler Herausforderungen eine starke Leistung im Jahr 2024 hervorhebt. Das Unternehmen meldete ein Umsatzwachstum von 16%, angetrieben durch eine starke Nachfrage nach kaltgepressten Rapsölen, sowie eine Verbesserung der Bruttomarge um 40 Basispunkte und ein 16%iges Wachstum des bereinigten EBITDA.
Das Unternehmen hat seine Distribution erfolgreich bei den wichtigsten australischen Einzelhändlern wie Woolworths, Coles, Costco und IGA ausgeweitet und ist zudem in Japan, China und Vietnam präsent. Die Marke Good Earth Oils soll innerhalb von sechs Monaten in Taiwan und Indien eingeführt werden. Das Unternehmen profitiert in China von Vorzugszöllen im Vergleich zu kanadischen und US-amerikanischen Wettbewerbern, die Einfuhrzölle von 100% bzw. 124% zahlen müssen.
- 16% revenue growth in 2024
- 40 basis point improvement in gross margin
- 16% growth in Adjusted EBITDA
- Successful expansion across major Australian retailers
- Established presence in Asian markets (Japan, China, Vietnam)
- Competitive advantage in Chinese market due to preferential duties
- 10% import tariff barrier for US market entry
- Geopolitical challenges affecting global operations
Insights
COOT reports 16% revenue growth with expanding global distribution and strategic tariff advantages in China, positioning for continued international expansion.
Australian Oilseeds' shareholder letter reveals 16% revenue growth in fiscal 2024, driven by strong demand for their chemical-free cold-pressed canola oils. The company also delivered 40 basis point gross margin improvement and nearly 16% Adjusted EBITDA growth, indicating healthy financial performance despite challenging global conditions.
The company has successfully expanded distribution across all major Australian retail chains including Woolworths, Coles, Costco, and IGA, while simultaneously establishing international presence in Japan, China, and Vietnam. This multi-market approach creates resilience against regional economic fluctuations.
COOT's strategic positioning within China deserves particular attention. Australian canola oil exporters benefit from 0% import duties, creating a substantial competitive advantage against Canadian and American competitors facing 100% and 124% tariffs respectively. This structural advantage positions COOT for potentially significant market share gains in the world's largest consumer market.
The outlined growth strategy includes near-term expansion into Taiwan and India (expected within six months) and potential US market entry (subject to 10% tariff clarity). These initiatives provide clear growth vectors beyond their existing markets.
Their product differentiation strategy focusing on Non-GMO, chemical-free processing aligns with growing consumer demand for clean-label foods. The mention of regenerative farming initiatives further strengthens their sustainability positioning in premium segments.
COOT delivers double-digit financial growth with improved margins and clear international expansion strategy leveraging preferential trade status in China.
Australian Oilseeds' financial results show robust performance with revenue growth exceeding 16% in FY2024. More importantly, the company improved gross margins by 40 basis points while growing Adjusted EBITDA by nearly 16%, indicating operational efficiency alongside top-line expansion.
The parallel growth of revenue and EBITDA suggests the company is investing in expansion while maintaining profitability discipline. However, the modest margin improvement indicates they haven't yet fully realized economies of scale from their growth initiatives.
COOT's international strategy leverages significant tariff advantages in China, where Australian imports face 0% duties versus prohibitive tariffs on North American competitors (100-124%). This creates a substantial competitive moat in one of the world's largest edible oil markets.
The company has built a diversified distribution network across major Australian retailers and expanded to three Asian markets. Their planned entry into Taiwan and India within six months further diversifies revenue streams.
Their premium positioning in the specialty oils category provides some pricing power and margin potential as they scale. The clean-label, chemical-free processing aligns with premiumization trends in food markets globally.
While specific revenue figures are not disclosed, the consistent growth across markets and clear expansion roadmap indicates disciplined execution against their strategic plan.
COOTAMUNDRA, Australia, April 24, 2025 (GLOBE NEWSWIRE) -- Australian Oilseeds Holdings Limited, a manufacturer and seller of sustainable edible oils to customers globally, today issued a letter to shareholders from Gary Seaton, Chairman and Chief Executive Officer, that highlights recent performance and future milestones.
Dear Fellow Shareholders,
Across the globe, 2024 presented serious challenges including the ongoing war in Ukraine and serious conflicts in the Middle East and growing geopolitical discord, notably with China. Our hearts go out to those whose lives are profoundly affected by these events.
Despite the unsettling geopolitical discord, we are pleased with our progress since launching the Company, as a Nasdaq listed company, and its unique products of Non-GMO cold-pressed and chemically-free processed oils.
Within the last 12 months, we have sold our products through the majority of retailers in Australia, including Woolworths and Coles, the two largest supermarket chains in Australia, as well as Costco and Independent Grocers of Australia, an Australian chain of supermarkets (IGA), with sales and awareness gradually increasing. In addition to our expanding market presence in Australia, the Company has also been successful in exporting and marketing its products in Japan, China and Vietnam.
Throughout the last year, we have demonstrated the power of our mission and guiding principles, as well as the value of being there for our customers. The result was continued healthy growth across our products and geographic expansion. Fiscal 2024 results were strong with revenues increasing by more than
We believe we are well positioned for the future and anticipate several key milestones as we continue to execute our growth strategy. Within the next six months we expect that our Good Earth Oils brands of Australian Canola Oil and Olive oil will be launched in Taiwan and India. We are also expecting significant growth in China over the next 12 months as we benefit from Australia’s preferential duty for its products into China compared to Canada and USA, which have current import duties of
I would like to express my deep gratitude to our Shareholders and our employees. We appreciate your continued support as we continue our exciting journey of taking chemicals out of the food supply chain and promoting healthy Canola Oil and Olive oil to consumers around the world along with the concept of regenerative farming.
Sincerely,
Gary Seaton
Chairman and Chief Executive Officer
About Australian Oilseeds Holdings Limited. Australian Oilseeds Holdings Limited, a Cayman Islands exempted company (the “Company”) (NASDAQ: COOT) through its subsidiaries, including Australian Oilseeds Investments Pty Ltd., an Australian proprietary company, tis focused on the manufacture and sale of sustainable oilseeds (e.g., seeds grown primarily for the production of edible oils) and is committed to working with all suppliers in the food supply chain to eliminate chemicals from the production and manufacturing systems to supply quality products to customers globally. The Company engages in the business of processing, manufacture and sale of non-GMO oilseeds and organic and non-organic food-grade oils, for the rapidly growing oilseeds market, through sourcing materials from suppliers focused on reducing the use of chemicals in consumables in order to supply healthier food ingredients, vegetable oils, proteins and other products to customers globally. Over the past 20 years, the Company’s cold pressing oil plant has grown to become the largest in Australia, pressing strictly GMO-free conventional and organic oilseeds.
Contact
Australian Oilseeds Holdings Limited
126-142 Cowcumbla Street
Cootamundra New South Wales 2590
Attn: Amarjeet Singh, CFO
Email: amarjeet.s@energreennutrition.com.au
Investor Relations Contact
Reed Anderson
(646) 277-1260
reed.anderson@icrinc.com
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