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    Is Andersons (ANDE) Reframing Its Long-Term Story Around Renewables And Resilient Grain Cycles?

    Simply Wall St·12/10/2025 12:23:46
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    • The Andersons, Inc. held its Investor Day in New York City on December 9, 2025, where senior leaders outlined the company’s strategic growth plan, financial outlook, and approach to creating long-term shareholder value, with the event webcast to a wider investment audience.
    • A key feature of the event was management’s detailed discussion of how its renewable fuels, grain operations, and sustainability initiatives are intended to support more durable performance across economic and commodity cycles.
    • We’ll now examine how Andersons’ updated strategic and financial commentary from Investor Day might influence the existing investment narrative for the business.

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    Andersons Investment Narrative Recap

    To own Andersons, you need to believe its mix of grain trading, renewables, and nutrient businesses can convert volatile commodity flows into steady cash generation over time. The Investor Day did not materially change the near term focus on integrating past capital projects and stabilizing earnings after a weaker 2025 profit run rate, nor did it reduce the key risk around exposure to government policy and margin swings in ethanol and grain.

    Among recent announcements, the ongoing share repurchase program, including the US$17.67 million spent to retire 1.36% of shares by September 2025, is most relevant here. It sits alongside the Investor Day message about disciplined capital allocation and may matter for investors tracking how Andersons balances debt, renewables investment, and cash returns at a time when profits have softened...

    Read the full narrative on Andersons (it's free!)

    Andersons' narrative projects $13.3 billion revenue and $186.7 million earnings by 2028. This requires 4.8% yearly revenue growth and about a $106 million earnings increase from $80.6 million today.

    Uncover how Andersons' forecasts yield a $50.00 fair value, in line with its current price.

    Exploring Other Perspectives

    ANDE 1-Year Stock Price Chart
    ANDE 1-Year Stock Price Chart

    Four fair value estimates from the Simply Wall St Community range widely, from about US$17.85 up to US$59.24 per share, highlighting very different expectations. You can weigh those views against the central risk that Andersons remains heavily tied to ethanol and grain trading margins, which could influence how consistently the company converts its asset base into earnings over time.

    Explore 4 other fair value estimates on Andersons - why the stock might be worth less than half the current price!

    Build Your Own Andersons Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.