Thanks to the Group’s diversified business model, sound balance sheet and, not least, the structural transformation at both holding-company and segment level through the NEXT LEVEL strategy, AGRANA considers itself well-positioned for the future.

The escalation of the conflict in the Middle East at the end of February 2026, coming in addition to the ongoing war in Ukraine, is leading to a further intensification of the already high volatility in AGRANA’s target markets and to further price increases in its procurement markets. The resulting business and financial impacts and the duration of this additional temporary exceptional situation are as difficult to forecast as those of the global tariff-policy-related disruptions.

The outlook is based on the assumption that the war in the Middle East is temporary and remains regionally limited, that the physical supplies of energy and raw materials are ensured and that the Group’s target markets and procurement markets do not experience drastic disruptions in the course of the 2026|27 financial year. AGRANA also bases its planning on the ability to pass on in new costumer contracts possible significant purchase price increases, particularly for raw materials and energy.

At Group level for the 2026|27 financial year, operating profit (EBIT) is expected to increase very significantly from last year, to a range of € 70 to 90 million. Group revenue is projected to show slight growth.

Under the corporate strategy, AGRANA NEXT LEVEL, measures with a sustained annual savings impact of up to € 110 million are to be implemented in 2026|27.

For the first quarter of 2026|27, a very significant increase in EBIT is expected compared with the year-earlier quarter (Q1 2025|26: € 5.7 million).

Total investment across the three business segments and the Holding Co. & Other area in this financial year, at approximately € 113 million, is expected to be moderately higher than the 2025|26 value, but below budgeted depreciation of about € 117 million. The acquisition of the Slovenian food manufacturer Mercator-Emba d.o.o., which was formally completed at the end of March 2026, demonstrates that, under the Group's NEXT LEVEL strategy, AGRANA is investing in profitable growth within its Food & Beverage Solutions business area. A resulting cash outflow of approximately € 41 million is expected in the first quarter of 2026|27.