The Andersons targets 36% compounded annual growth, sets US$7.00 EPS goal by 2028
A key component of the strategy is targeted investment in assets expected to deliver measurable volume and margin gains.
NORTH AMERICA – The Andersons, a leading North American agricultural and renewable fuels company, has outlined a growth strategy built around achieving a 36% compounded annual growth rate in earnings per share, as presented during its 2025 Investor Day.
The plan targets a run-rate earnings per share of US$7.00 as the company exits 2028, compared with US$2.56 per share for the trailing twelve months ended September 30, 2025.
The diversified North American agricultural and renewable fuels company said the growth trajectory will be driven by disciplined capital allocation, margin optimization, and leveraging its balanced portfolio across grain merchandising, renewable fuels, and plant nutrients.
“Our long-term strategic framework outlines the opportunities we have to accelerate our growth, optimize our margin potential, and continue to deliver value through a disciplined deployment of capital across the enterprise,” said Bill Krueger, President and Chief Executive Officer.
He added that they will leverage our balanced and diversified portfolio to continue our long track record of delivering growth and value for our shareholders.”
A key component of the strategy is targeted investment in assets expected to deliver measurable volume and margin gains.
The Andersons plans a US$60 million capital investment at its Clymers, Indiana, ethanol plant, which is expected to increase ethanol capacity by 30 million gallons, with completion targeted for mid-2027.
Management reiterated its focus on operating efficient, low–carbon intensity ethanol facilities while maximizing available 45Z tax credits to support returns.
In grain handling and exports, the company is progressing with the expansion of its export terminal at the Port of Houston, scheduled for completion in 2026.
The expanded terminal will enable exports of soybean meal to international markets and improve the efficiency of western grain shipments, strengthening the company’s participation in global feed and oilseed trade flows.
The Andersons is also expanding its geographic presence and merchandising reach through the integration of Skyland Grain.
The company said the acquisition is enhancing origination capabilities, farmer engagement, and risk management services across key producing regions, supporting more stable and scalable grain flows.
Customer-focused initiatives were highlighted as another growth lever, with the company emphasizing customized solutions designed to meet evolving customer requirements in merchandising, logistics, and market risk management amid ongoing volatility in agricultural markets.
On capital management, The Andersons reaffirmed its commitment to disciplined, long-term investment aimed at delivering strong margins and cash flows, while continuing to return capital to shareholders.
This includes maintaining its more than 25-year record of consecutive dividend payments and pursuing opportunistic share repurchases.
“The Andersons is well-positioned to capitalize on the favorable macro trends that are driving growth within the agriculture and renewable fuels markets,” said Brian Valentine, Executive Vice President and Chief Financial Officer, adding that their strategy enables them to continue delivering strong shareholder value throughout the ag cycle.”
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