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BayWa is an international trading company operating in the fields of energy, agriculture and building materials. In this thematic report, which is the sixth in a sequence of short notes and interviews about BayWa, we explore how the company’s heavily diversified business activities in relatively defensive markets and its international reach limited the impact of the coronavirus pandemic on performance during FY21 and enabled BayWa to report record levels of EBIT.
Companies: BayWa AG
Edison
BayWa is an international trading company operating in the fields of energy, agriculture and building materials. In this thematic report, which is the fifth in a sequence of short notes and interviews about BayWa, we explore how the company’s building materials segment is responding to the need for the construction sector to adopt more environmentally responsible practices.
BayWa is an international trading company operating in the fields of energy, agriculture and building materials. In this thematic report, which is the fourth in a sequence of short notes and interviews about BayWa, we examine how the company’s agriculture segment is evolving in response to the need to feed a growing global population while adopting more sustainable farming practices. The review includes both initiatives that help farmers produce crops more sustainably and initiatives that help f
BayWa is an international trading company operating in the fields of energy, agriculture and building materials. In this thematic report, which is the third in a sequence of short notes and interviews about BayWa, we examine how BayWa’s energy segment is evolving in response to society’s shift away from fossil fuels. The review includes both BayWa’s strategic investment in renewable energy related activities and numerous environmentally friendly new products launched by the group’s conventional
BayWa is an international trading company operating in the fields of energy, agriculture and building materials. In this thematic report, which is the first of a sequence of short notes on BayWa, we examine how the group is able to make a major contribution to limiting the effects of climate change by adapting both its strategy and internal operating processes. These adaptations help BayWa, its customers and its suppliers reduce their negative effect on climate change and their exposure to the p
BayWa’s business model continues to evolve, as the group engages in added-value project activity and reduces exposure to fluctuations in demand for agricultural inputs/outputs, heating and fuel oil or building materials in Germany. Energy Infrastructure Partners (EIP) recently announced €530m equity investment in the group’s renewables business unit, BayWa r. e., enables management to accelerate this transition.
BayWa has previously flagged it was intending a capital increase with a partner to take advantage of the existing growth in the market for renewables energy. It has now announced that Energy Infrastructure Partners (EIP, formerly Credit Suisse Energy Infrastructure Partners) will take a 49% stake in the group’s renewables business unit, BayWa r. e., in return for an equity contribution of €530m. Management expects the additional capital available will significantly accelerate earnings growth for
BayWa is changing its business model so that a higher proportion of revenues are derived from projects, thus adding value and reducing the exposure to fluctuations in demand for agricultural inputs/outputs, heating and fuel oil or building materials. The change is most marked in the Energy segment, with renewables activity – predominantly the sale of wind and solar projects – constituting 42% of group FY18 EBIT. Management is replicating this in other segments, with a JV developing greenhouses i
BayWa has announced that it is to acquire Dutch speciality trader, Thegra Tracomex. Thegra deals in speciality products such as oilseeds, pulses, by-products from grain and oilseed processing, a wide range of grains, and organic cereals. It has trading offices in the Netherlands, Belgium and Poland, which collectively handle around 1m tonnes of produce each year. The financial details of the transaction have not been disclosed.
BayWa’s management is continuing with the strategy it has followed since 2009. This has strengthened the group by developing global procurement and distribution capabilities for agricultural trading and diversifying into the renewable energy market. Additionally, the acquisition of speciality distribution capabilities like fruit reduces the impact of variations in agricultural commodity prices.
Research Tree provides access to ongoing research coverage, media content and regulatory news on BayWa AG. We currently have 0 research reports from 1 professional analysts.
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