I-Fonterra iwina Umklomelo Womdlali Ongcono Kakhulu we-Deloitte 200.Ividiyo/Michael Craig
Uma kuqhathaniswa nezinye izinkampani eziningi, i-Fonterra kuye kwadingeka ibhekane nezimo zamanje zemakethe yomhlaba wonke - ngezibikezelo ezintekenteke zonyaka ozayo - kodwa umdondoshiya wobisi awuphazamiseki njengoba uqhubeka nokusebenzisa isu lokukhula elisheshayo nelisimeme.
Njengengxenye yohlelo lwayo luka-2030, i-Fonterra igxile enanini lobisi lwaseNew Zealand, ifinyelela ekukhishweni kwekhabhoni eyi-zero ngonyaka ka-2050, ikhuthaza ukusungulwa kobisi nocwaningo, okuhlanganisa nemikhiqizo emisha, futhi ibuyisela cishe ibhiliyoni elilodwa kubanikazi bamasheya.
I-Fonterra isebenzisa izigaba ezintathu - Umthengi (Ubisi), Izithako kanye Nokudla - futhi inweba ushizi okhilimu ohlukahlukene.Wakha idivayisi yokulandelanisa i-Minion genome, eletha i-DNA yobisi ngokushesha futhi eshibhile, kanye ne-whey protein concentrate, esetshenziselwa ukwakha ukwakheka okuhlukahlukene kweyogathi.
Isikhulu esiphezulu uMiles Harrell uthe: “Sisaqhubeka nokukholelwa ukuthi ubisi lwaseNew Zealand luwubisi oluseqophelweni eliphezulu noluthandwa kakhulu emhlabeni.Sibonga imodeli yethu yokukhuluphalisa amadlelo, i-carbon footprint yobisi lwethu iyingxenye eyodwa kwezintathu yesilinganiso somhlaba wonke sobisi.ukukhiqizwa.
“Esikhathini esingaphezu konyaka odlule, ngesikhathi se-Covid-19, sachaza kabusha izifiso zethu, saqinisa ibhalansi yethu futhi saqinisa izisekelo zethu.Sikholelwa ukuthi izisekelo zobisi lwaseNew Zealand ziqinile.
“Siyabona ukuthi ubisi lulonke lapha kungenzeka lwehle, okungenani, lungaguquki.Lokhu kusinikeza ithuba lokubona ukubaluleka kobisi ngokusebenzisa izindlela ezintathu zokukhetha - ukugxila ebhange lobisi, ukuhola emisha nesayensi, futhi kuholele ekusimameni “.
“Nakuba indawo esisebenza kuyo isishintshe kakhulu, sisuke ekuqaliseni kabusha saya ekukhuleni njengoba sisebenzela amakhasimende ethu, abanikazi bamasheya bethu kanye neNew Zealand yonkana, sengeza inani futhi sihlangabezana nesidingo esikhulayo semikhiqizo yobisi esimeme..Khonza.
“Lokhu kuwubufakazi bokuqina nokuzimisela kwabasebenzi bethu.Ngiyaziqhenya kakhulu ngesikwazile ukukuzuza sindawonye.”
Amajaji Emiklomelo Ye-Deloitte Top 200 nawo acabange kanjalo, eqamba u-Fonterra owinile esigabeni sokusebenza kahle kakhulu, ngaphambi kwabanye abakhiqizi bempahla eluhlaza nabathumeli bangaphandle emhlabeni jikelele i-Silver Fern Farms kanye ne-Steel & Tube eneminyaka engu-70 ubudala.
IJaji uRoss George uthe njengenkampani engu-$20 billion ephethwe abalimi abangu-10,000, iFonterra idlala indima ebalulekile kwezomnotho, “ikakhulukazi emiphakathini eminingi yasemakhaya.”
Kulo nyaka, i-Fonterra ikhokhele cishe ama-dollar ayizigidi eziyizinkulungwane eziyi-14 kubahlinzeki bayo bamapulazi obisi.Amajaji aphawule intuthuko enhle ebhizinisini, esizwa ithimba labaphathi bendawo elivuselelwe.
“I-Fonterra ike yabhekana nezingqinamba embonini yayo.Kodwa usethathe izinyathelo zokusimama futhi usanda kwethula uhlelo lokunciphisa ukukhishwa kwezinkomo ngokuhlola izimila zasolwandle njengokudla okungeziwe kwezinkomo zobisi nokusebenzisana nohulumeni.Ukunciphisa ukukhishwa kwe-permaculture,” kusho uGeorge, umqondisi ophethe we-Direct Capital.
Ngonyaka wezimali ophela ngoJuni, i-Fonterra izuze imali eyizigidi eziyizinkulungwane ezingu-23.4 zamaRandi, ekhuphuke ngo-11%, ikakhulukazi ngenxa yamanani aphezulu emikhiqizo;imali engenayo ngaphambi kwenzalo yezigidi ezingu-991 zamaRandi, ikhuphuke ngo-4%;inzuzo evamile yayingu-$591 million, ikhuphuke ngo-1%.Ukuqoqwa kobisi kwehle ngo-4% kuya ku-1.478 billion kg wobisi oluqinile (MS).
Izimakethe ezinkulu e-Afrika, eMpumalanga Ephakathi, e-Europe, eNyakatho ye-Asia naseMelika (AMENA) zenze amaRandi ayizigidi eziyizinkulungwane ezingu-8.6, i-Asia-Pacific (kuhlanganisa ne-New Zealand ne-Australia) ngamaRandi ayizigidi eziyizinkulungwane ezingu-7.87 kanye ne-Greater China ngamaRandi ayizigidi eziyizinkulungwane ezingu-6.6.
I-co-op ibuyisele ama-dollar ayizigidi eziyizinkulungwane ezingu-13.7 emnothweni ngokusebenzisa izinkokhelo zepulazi zama-dollar angu-9.30 / kg kanye ne-dividend yamasenti angu-20 ngesabelo, ikhokhela isamba esingu-$ 9.50 / kg ngobisi olulethiwe.Inzuzo ye-Fonterra ngesheya ngalinye ibingamasenti angama-35, ikhuphuke ngesenti, futhi kulindeleke ukuthi izuze amasenti angama-45-60 ngesheya ngalinye ngonyaka wezimali ngenani eliphakathi lika-$9.25/kgMS.
Isibikezelo sakhe sika-2030 sibiza i-EBIT yezigidigidi ezi-1.325 zamaRandi, inzuzo ngesabelo ngasinye samasenti angama-55-65, kanye nezabelo zamasenti angama-30-35 ngesheya ngalinye.
Ngo-2030, i-Fonterra ihlela ukutshala imali eyizigidi eziyizinkulungwane ezingu-1 ekuzinzeni, i-$ 1 bhiliyoni ekuqondiseni kabusha ubisi olwengeziwe emikhiqizweni ebiza kakhulu, u-$ 160 ngonyaka ocwaningweni nasekuthuthukisweni, futhi isabalalise u-$ 10 kubanikazi bamasheya ngemva kokuthengiswa kwempahla (amadola ayizigidi eziyikhulu zase-US).
Ingase ifike ngokushesha noma kamuva.I-Fonterra imemezele ngenyanga edlule ukuthi ithengisa ibhizinisi layo le-Chile Soprole ku-Gloria Foods ngo-$1,055.“Manje sisesigabeni sokugcina senqubo yokudayisa kulandela isinqumo sokungalidayisi ibhizinisi lethu lase-Australia,” kusho uHarrell.
Mayelana nokusimama, ukusetshenziswa kwamanzi ezindaweni zokukhiqiza ezifundeni ezinemithombo yamanzi alinganiselwe kwehlile futhi manje kungaphansi kwesisekelo sango-2018, futhi ama-71% abanikazi bamasheya banohlelo lwezemvelo epulazini.
Abanye basasho ukuthi iFonterra isembonini engafanele, ezweni elingafanele, izitolo zobisi emhlabeni wonke zisemakethe futhi zisondele kubathengi.Uma kunjalo, i-Fonterra ivale leli gebe ngokugxila, ukusungula izinto ezintsha kanye nekhwalithi futhi iphumelele ngokuba yingxenye ebaluleke kakhulu yezomnotho.
Iphrosesa yenyama ehamba phambili I-Silver Fern Farms ifunde ubuciko bokuzivumelanisa nezimo lapho ibhekene nezinselelo ze-COVID-19 kanye ne-supply chain, okuholela onyakeni wezimali orekhodiwe.
“Zontathu izingxenye zebhizinisi lethu zisebenzisana eduze: ukuthengisa nokumaketha, ukusebenza (amafekthri angu-14 nabasebenzi abangu-7,000) kanye nabalimi abangu-13,000 abasihlinzeka ngemikhiqizo.Bekungenjalo phambilini,” kusho uSilver.Kusho uSimon Limmer.
“Lezi zingxenye ezintathu zisebenzisana kahle kakhulu – ukubumbana kanye nekhono kuyisihluthulelo sempumelelo yethu.
“Sikwazile ukungena emakethe endaweni engazinzile, ephazamisayo kanye nesidingo esishintshayo eChina nase-US.Sivuna izinzuzo ezinhle zemakethe.
“Sizoqhubeka neqhinga lethu eligxile kubalimi kanye nelemakethe, siqhubeke nokutshala imali kumkhiqizo wethu (i-New Zealand Grass Fed Meat) futhi sisondelane namakhasimende ethu aphesheya kwezilwandle,” kusho uLimmer.
Imali engenayo kaDunedin yeSilver Fern yenyuka ngo-10% yaya ku-$2.75 billion ngonyaka odlule, kanti imali engenayo inyuke yafinyelela ku-$103 million isuka ku-$65 million.Kulokhu - futhi umbiko kaSilver Fern owonyaka wekhalenda - imali engenayo kulindeleke ukuthi ikhuphuke ngaphezu kwamaRandi ayizigidi eziyizinkulungwane ezintathu futhi inzuzo iphindwe kabili.Ingenye yezinkampani eziyishumi ezinkulu kuleli.
Amajaji athi u-Silver Fern uphumelele ohlelweni oluyinkimbinkimbi lobunikazi be-50/50 phakathi komfelandawonye wabalimi kanye ne-Shanghai Meilin yaseChina.
“I-Silver Fern isebenzela ukubekwa uphawu kanye nokubeka ngendlela ehlelekile imikhiqizo yayo yenyamazane, iwundlu nenyama yenkomo futhi inaka kakhulu isimo sayo semvelo.Ukusimama sekuyingxenye ebalulekile ekuthathweni kwezinqumo ngenhloso yokuguqula inkampani ibe yinyama enenzuzo,” kusho amajaji.
Muva nje, i-capex ifinyelele ku-$250 million, itshala imali kwingqalasizinda (njengemigqa yokucubungula ezenzakalelayo), ubudlelwano nabalimi nabathengisi, imikhiqizo emisha (inyama yenkomo eyi-premium zero, eyokuqala yohlobo lwayo, esanda kwethulwa eNew York), kanye nobuchwepheshe bedijithali.
“Eminyakeni emithathu edlule besingenamuntu eChina, manje sesinabantu abangu-30 abadayisayo nabakhangisayo ehhovisi lethu laseShanghai,” kusho uLimmer.“Kubalulekile ukuxhumana ngqo nabathengi – abafuni ukudla inyama kuphela, bafuna ukudla inyama.””
I-Silver Fern iyingxenye yebhizinisi elihlanganyelwe ne-Fonterra, i-Ravensdown nabanye ukuthuthukisa ubuchwepheshe obusha bokunciphisa ukukhishwa kwe-methane nokwenza ngcono izindlela zokulima.
Ikhokhela abalimi izinxephezelo zokunciphisa ukukhishwa kwekhabhoni emapulazini abo."Sibeka inani lokuthenga njalo ezinyangeni ezimbili ngaphambili, futhi lapho sithola izinzuzo ezimakethe eziphezulu, sithumela isignali kubahlinzeki bethu ukuthi sizimisele ukwabelana ngengozi kanye nomvuzo," kusho uLimmer.
Uguquko lwe-Steel & Tube seluphelile, futhi manje inkampani eneminyaka engu-70 ingaqhubeka nokugxila ekukhuliseni nasekuqiniseni ubudlelwano bamakhasimende.
"Sineqembu elihle kakhulu nabaqondisi abanolwazi abachithe iminyaka emihle beqhuba uguquko lwebhizinisi," kusho isikhulu esiphezulu uMark Malpass."Konke kumayelana nabantu futhi sakhe isiko eliqinile lokuzibandakanya okuphezulu."
“Siqinise ishidi lethu lebhalansi, senza izinto eziningi ezithengiwe, safaka idijithali, saqinisekisa ukuthi imisebenzi yethu ibibiza kahle futhi isebenza kahle, futhi sazuza ukuqonda okujulile ngesisekelo samakhasimende ethu kanye nezidingo zawo,” esho.
Eshumini leminyaka ngaphambili, i-Steel & Tube yayifakwe ohlwini lwe-NZX ngo-1967, yafiphala yaba yinto engacacile, futhi "yahlanganiswa" ngaphansi kombuso wase-Australia.Le nkampani iqongelele isikweletu sika-$140 million njengoba abadlali abasha bengena emakethe.
"I-Steel & Tube bekufanele ibhekane nokuhlelwa kabusha kwezimali okubanzi kanye noxhaso ngaphansi kwengcindezi," kusho uMalpass.“Wonke umuntu ubengemuva kwethu futhi kuthathe unyaka noma emibili ukululama.Besisakha isiphakamiso senani kumakhasimende eminyakeni emithathu edlule. "
Ukubuya kwe-Steel ne-Tube kuyamangaza.Ngonyaka wezimali ophele ngoJuni, abacwengi bensimbi nabasabalalisi babike imali engenayo eyizigidi ezingama- $599.1, ikhuphuke ngo-24.6%, imali engenayo yokusebenza (EBITDA) yezigidi ezingama- $66.9, ikhuphuke ngo-77.9%.%, isamba semali engenayo engu-$30.2 wezigidi, ikhuphuke ngo-96.4%, i-EPS ngamasenti angu-18.3, ikhuphuke ngo-96.8%.Ukukhiqizwa kwayo ngonyaka kukhuphuke ngo-5.7% kuya kumathani ayi-167,000 kusuka kumathani ayi-158,000.
Amajaji athe i-Steel & Tube ingumdlali osenesikhathi eside futhi engumuntu osesidlangalaleni embonini ebalulekile yaseNew Zealand.Ezinyangeni ezingu-12 ezedlule, inkampani ibingenye yezinkampani ezihamba phambili esimweni somnotho esinzima nenani eliphelele lembuyekezo yabanikazi bamasheya engu-48%.
“Ibhodi nabaphathi beSteel & Tube babhekane nesimo esinzima kodwa bakwazile ukuguqula ibhizinisi baxhumana kahle ngesikhathi kuqhubeka lolu hlelo.Baphinde basabela kakhulu emqhudelwaneni wase-Australia kanye nowokungeniswa kwamanye amazwe, bakwazi ukuba yinkampani yaphakade embonini eqhudelana kakhulu,” kusho umkhulumeli wenkampani.abahluleli.
I-Steel & Tube, eqashe abantu abangu-850, yehlise isibalo sezikhungo ezisebenzayo ezweni lonke isuka ku-50 yaya ku-27 futhi yazuza ukwehlisa izindleko ngo-20%.Itshale imali emishinini emisha yokwandisa ukucutshungulwa kwamapuleti futhi yazuza izinkampani ezimbili ukuze zandise iminikelo yayo, i-Fasteners NZ kanye ne-Kiwi Pipe and Fittings, manje esenyusa umgomo weqembu.
I-Steel & Tube ikhiqize imiqulu eyinhlanganisela yokudekha yenxanxathela yezitolo iBusiness Bay e-Auckland, okuhlanganisa insimbi engagqwali esetshenziswa e-Christchurch Convention Centre entsha.
Le nkampani inamakhasimende angu-12,000 futhi "ithuthukisa ubudlelwano obuqinile" namakhasimende ayo okuqala angama-800, ahlanganisa izingxenye ezimbili kwezintathu zenzuzo yayo.“Senze inkundla yedijithali ukuze bakwazi uku-oda kahle futhi bathole izitifiketi (ukuhlolwa nekhwalithi) ngokushesha,” kusho uMalpass.
“Sinohlelo lwezindlu zokugcina impahla esisebenza ngalo lapho singabikezela khona isidingo samakhasimende kusasele izinyanga eziyisithupha futhi siqinisekise ukuthi sinomkhiqizo ofanele wemalini yethu.”
Ngemali yemakethe eyizigidi ezingama- $215, i-Steel & Tube cishe iyisitoko sama-60 esikhulu kunazo zonke ezimakethe zamasheya.I-Malpass ihlose ukushaya izinkampani ezingu-9 noma ezingu-10 futhi ingene kuma-NZX angu-50 aphezulu.
“Lokhu kuzohlinzeka ngezimali ezengeziwe kanye nokufakwa kokuhlaziya isitoko.I-Liquidity ibalulekile, sidinga nemali yemakethe engu-$100 million.”
Isikhathi sokuthumela: Dec-31-2022