Cargill To Keep Investment Unit Despite Losses
August 18 2009 - 2:26PM
Dow Jones News
Cargill Inc. said Tuesday that it remains committed to its asset
management business despite investment losses that weighed on the
world's largest agribusiness group by revenue.
The U.S. group said its diverse portfolio had provided a cushion
amid a sharp slowdown in the second half of its financial year that
saw net profits fall 69% to $327 billion in the quarter to May
31.
Financial services had been a key profit driver for Cargill, but
the unit has lost money in two of the last three quarters on a
portfolio that includes distressed loans, real-estate and other
alternative investments.
"We believe that the worst is behind us," said Chief Financial
Officer David MacLennan, noting that the bulk of losses were from
the Black River Asset Management and CarVal Investors arms. "We are
still committed to this business," he said in an interview.
The commodity risk management and energy trading operations had
both performed well in the latest quarter, MacLennan said.
Cargill's global meatpacking, grain processing and food business
is viewed as an industry bellwether, and like rivals such as Archer
Daniels Midland Co. (ADM) and Bunge Ltd (BG), has been hit by the
global economic downturn.
Chief Executive Greg Page said in a statement that the economic
recovery would likely be "uneven" though, like rivals, Cargill
remains optimistic that demographic factors would continue to boost
global food demand.
MacLennan said animal feed had been a bright spot in the latest
quarter, with margins helped by the drop in commodity prices from
historic highs last year.
Profits from the unit rose from a year ago, as did those from
food ingredients. Its industrial holdings and grain processing
operations both remained in profit, though below last year's
levels.
Net profits in the fourth quarter fell to $327 million from
$1.05 billion a year earlier - which included $310 million from
asset sales - and were flat with the previous three months.
Full-year profits fell 16% to $3.33 billion - the second-highest
ever - with revenue down 3% at $116.6 billion.
Cargill has been less active than rival Archer Daniels Midland
Co. (ADM) on the renewable fuels sector, and MacLennan said it had
no plans for "significant" new investment in U.S. ethanol, having
trimmed its exposure to the market two years ago.
The prospect for a good North American harvest should boost
utilization in its grain processing business, he said, while its
balance sheet strategy retained a focus on liquidity, paying down
debt and positioning for acquisition opportunities.
-By Doug Cameron, Dow Jones Newswires; 312-750-4135;
doug.cameron@dowjones.com