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Bunge Global SA (BG) Presents at 21st Annual Global Farm ...
2026-05-14 · via All Articles on Seeking Alpha

Bunge Global SA (BG) 21st Annual Global Farm to Market Conference May 13, 2026 1:15 PM EDT

Company Participants

Gregory Heckman - CEO & Director
John Neppl - Executive VP & CFO

Conference Call Participants

Andrew Strelzik - BMO Capital Markets Equity Research

Presentation

Andrew Strelzik
BMO Capital Markets Equity Research

Okay. We're excited to kick off the afternoon with a discussion with Bunge. Since assuming their current roles in 2019, CEO, Greg Heckman; and CFO, John Neppl, have transformed Bunge's earnings potential through materially improved operational execution and expanded footprint and capabilities and accretive capital allocation, and Bunge is poised to demonstrate the power of its expanded network over the coming years with Viterra integration progressing, an improving operating environment and in-flight capital projects nearing completion. We're pleased to have CEO, Greg Heckman, and CFO, John Neppl, with us today to discuss Bunge's strategy and outlook. Thank you both for being here.

Gregory Heckman
CEO & Director

Thanks for having us.

Question-and-Answer Session

Andrew Strelzik
BMO Capital Markets Equity Research

Absolutely. And so maybe where I wanted to start is looking back. You're right now approaching the 1-year anniversary since Bunge's closing of the Viterra acquisition. Can you remind us of the deal rationale? Have there been any big surprises? And since bringing those 2 companies together and maybe how far away we are from seeing the true capabilities of the combined company?

Gregory Heckman
CEO & Director

So I'd say no big surprises. So we're really thrilled about how things are going. But yes, if you back up to the strategic rationale, I think everything we've been doing since we arrived at Bunge was really, focusing on ensuring that we have the capabilities to be the partner of choice for our customers, and that's the farmers and the consumers of food, feed and fuel. And everything that