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Darling Ingredients
Darling Ingredients (DAR) investor relations material
Darling Ingredients Jefferies Renewables & Clean Energy Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies Renewables & Clean Energy Conference summary3 Dec, 2025
Policy and regulatory environment
Anticipates imminent policy clarification on Renewable Fuel Standard (RVO), likely within weeks or by early January, with expectations of a 50% small refinery exemption reallocation and a bullish 5.6 billion gallon mandate for 2026.
Ongoing efforts to shape policy focus on agricultural impacts rather than climate, with trade organizations advocating for higher RVO to support farm economics.
Administration is balancing affordability, energy needs, and farm community interests, while managing unintended consequences of tariffs and import restrictions.
RIN prices for 2026 have risen, signaling market optimism for favorable policy outcomes.
LCFS market expected to react in the second half of 2026 as new programs and data influence pricing.
Renewable fuels and credits
All three renewable diesel units are operational, with supply chain preparations underway to capitalize on improved margins and anticipated positive RVO.
45Z tax credit monetization is progressing, with discounts improving and expectations to reach 93-95% of face value as market familiarity grows.
SAF contracts for 2026 are largely sold out, with a mix of voluntary and export sales; business complexity is higher than anticipated due to multi-party distribution chains.
SAF premiums are stable, and legislative efforts may further increase incentives; company is involved in policy discussions at both federal and state levels.
Feedstock, protein, and fat markets
Fat prices have softened slightly but are expected to be at a floor, with potential for explosive feedstock demand if RVO is favorable.
Protein segment faces trade-related volatility, especially with tariffs impacting poultry byproduct exports to Asia, but signs of improvement in trade flows are emerging.
Seasonal trends affect fat and protein supply and pricing, with Q1 typically weaker and Q2 stronger.
Internal supply chain lags and contract renegotiations are ongoing to optimize feed segment margins.
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Latest summaries
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- WOSG
Q3 sales growth exceeded expectations, guidance raised, and US presence expanded. - NOBA
Record profit growth, robust capital, and SME expansion drive strong 2025 results. - SF
Margins expanded to 27% despite revenue decline and large non-cash impairments. - IFX
Q1 FY26 revenue up 7% YoY to €3.66bn, led by AI and automotive, with key acquisition and investments. - WRT1V
All-time high profit and cash flow, with robust Marine and Energy growth and major investments. - CB
Record net income and strong underwriting drive robust growth, with positive 2026 outlook. - BERG
EBITA and margins rose 12% with 4% organic growth, supported by acquisitions and efficiency. - APOTEA
Full-year revenue up 10.1%, but Q4 margin dropped to 1.3% on higher costs. - V2RETAIL
Q3 and 9M FY26 saw strong revenue and profit growth, aided by expansion and lease gains. - SECU
8% margin reached, 4% organic growth, and digital risk intelligence expansion underway.
Next Darling Ingredients earnings date
Q4 202512 Feb, 2026
Darling Ingredients
Next Darling Ingredients earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
Darling Ingredients Inc. develops, produces, and sells natural ingredients from edible and inedible bio-nutrients. Its ingredients are sold to a diverse range of customers in the pharmaceutical, food, pet food, feed, technical, fuel feedstock, and industrial markets. The company sells to various customers through its network of sales offices and distributors. Darling Ingredients Inc.'s mission is to develop sustainable, high-quality ingredients and specialty products that are sold to customers worldwide.
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