NYSE$INGR

Ingredion Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Ingredion reported a strong start to 2022, overcoming inflationary headwinds with net sales growth and operating income growth.

Ingredion reported a strong first quarter with 17% net sales growth driven by higher demand and strong price mix. The company achieved 6% operating income growth despite inflationary pressures. Specialties ingredients net sales grew by 20%, and plant-based proteins net sales grew by more than 250%.

  • Delivered 17% net sales growth due to high demand and strong price mix.
  • Achieved 6% operating income growth, offsetting increased input costs.
  • Specialties ingredients net sales increased by 20%.
  • Plant-based proteins net sales grew by over 250%.

Headline financials

Total Revenue

$1.89B

Previous: $1.61B+17.2%
EPS (adj)

$1.95

Previous: $1.85+5.4%
Capital Expenditures

-$85M

Previous: $65M-230.8%
Free Cash Flow

$45M

Previous: -$246M+118.3%
Net Income

$130M

Previous: -$246M+152.8%
Operating Income

$210M

Previous: -$170M+223.5%
Gross Profit

$379M

Previous: $351M+8.0%
Cash & Equivalents

$324M

Previous: $576M-43.8%
Total Assets

$7.44B

Previous: $6.8B+9.3%

Revenue & EPS history

Ingredion · Revenue · Quarterly

$1.89B

Q1 2022+17.2%vs Q1 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Ingredion · $289M total across 1 segment · Q4 2022

  • F&II LATAM
    $289M

Forward guidance

For the second quarter 2022, the Company expects net sales to increase by low double-digits and operating income growth to be relatively flat, when both are compared to second quarter 2021. The Company expects full-year 2022 reported EPS to be in the range of $6.80 to $7.40, and maintains its expectation of adjusted EPS to be in the range of $6.85 to $7.45, compared to adjusted EPS of $6.67 in 2021.

Tailwinds

  • North America operating income is expected to be up low to mid-double-digits, driven by favorable price mix more than offsetting higher corn and input costs
  • South America operating income is expected to be up low single-digits, driven by favorable pricing
  • Asia-Pacific operating income is expected to be flat compared to the prior year period, driven by higher corn costs in Korea related to the Ukraine conflict, offsetting PureCircle growth
  • EMEA operating income is expected to be up low single-digits, driven by favorable price mix
  • Corporate costs are expected to be flat

Headwinds

  • Second quarter 2022, the Company expects net sales to increase by low double-digits and operating income growth to be relatively flat, when both are compared to second quarter 2021.
  • Higher corn costs in Korea related to the Ukraine conflict.
  • New U.S. tax regulations that reduced the Company’s ability to claim certain foreign tax credits against U.S. taxes.
  • The increase in the reported and adjusted full year effective tax rate is driven by favorable foreign exchange impacts, which were partially offset by new U.S. tax regulations that reduced the Company’s ability to claim certain foreign tax credits against U.S. taxes.
  • The amounts above may not reflect certain future charges, costs and/or gains that are inherently difficult to predict and estimate due to their unknown timing, effect and/or significance.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.8%

Avg return

Earnings day

+0.3%

Avg return

5 days after

-0.2%

Avg return

30 days after

60%

41 / 68 earnings

Positive

+12.6%

Q4 2015

Best reaction

-11.4%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%+0.7%-6.8%
Q4 2025+2.9%+2.4%-3.8%
Q3 2025-5.7%-4.9%-5.2%
Q1 2025+3.5%+2.6%+2.3%
Q4 2024-5.6%-5.1%-2.7%
Q3 2024+12.3%+13.1%+10.3%
Q2 2024+5.3%+8.5%+12.4%
Q1 2024+2.9%+4.1%-0.5%
Q4 2023+0.1%-2.2%+5.2%
Q3 2023+4.6%+7.1%+11.0%
Q2 2023-7.8%-9.9%-9.2%
Q1 2023+2.7%+2.6%+1.7%
Q4 2022-2.8%-1.6%-4.8%
Q3 2022+6.3%+6.1%+14.6%
Q2 2022+2.5%+3.0%-6.3%
Q1 2022-1.3%-3.3%+4.1%
Q4 2021-11.4%-10.3%-11.4%
Q3 2021+0.3%+2.7%-1.6%
Q2 2021-4.5%-3.4%-1.1%
Q1 2021-2.8%+0.5%+2.2%
Q4 2020+11.7%+14.1%+22.0%
Q3 2020+1.7%-2.3%+10.5%
Q2 2020-10.3%-9.0%-8.7%
Q1 2020+1.6%+6.7%+11.2%
Q4 2019+7.4%+6.9%-23.6%
Q3 2019+3.8%+5.7%+5.1%
Q2 2019+1.6%-0.5%-0.0%
Q1 2019-5.9%-7.3%-17.4%
Q4 2018-4.6%-5.6%-6.0%
Q3 2018+2.3%+4.3%+3.2%
Q2 2018+2.5%+6.1%+5.0%
Q1 2018-4.4%-6.3%-6.3%
Q4 2017-5.8%-9.3%-8.7%
Q3 2017+3.1%+3.4%+11.5%
Q2 2017-0.3%-1.1%+0.4%
Q1 2017-2.0%-2.8%-6.7%
Q4 2016-7.5%-6.0%-3.8%
Q3 2016-1.6%-0.2%-9.7%
Q2 2016+1.2%+1.6%+3.2%
Q1 2016+7.4%
Q4 2015+12.6%
Q3 2015+1.2%
Q2 2015+6.7%
Q1 2015+4.7%
Q4 2014-4.5%
Q3 2014+1.7%
Q2 2014-3.3%
Q1 2014+3.1%
Q4 2013+5.1%
Q3 2013-5.9%
Q2 2013+9.9%
Q1 2013-1.3%
Q4 2012-0.7%
Q3 2012+10.7%
Q2 2012+1.9%
Q4 2011+0.4%
Q1 2012-1.3%
Q4 2008-1.3%
Q3 2011-0.5%
Q2 2011-6.8%
Q4 2010+2.8%
Q1 2010+2.8%
Q1 2011+2.8%
Q3 2010+4.3%
Q3 2009+4.3%
Q2 2009+1.6%
Q4 2009+1.6%
Q2 2010+1.6%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro