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    Priyanka Patel

    Research Analyst at UBS

    Priyanka Patel is an Equity Research Analyst at UBS based in London, specializing in coverage of the chemicals sector, including major public companies such as Clariant. With a robust background in financial analysis and industry research, she delivers insights on sector performance and trends for institutional investors. Priyanka began her analyst career prior to joining UBS, with a focus on European companies, and has developed expertise in market-driven investment strategies. She holds recognized professional credentials in investment research, enhancing her analytical rigor and credibility within the financial sector.

    Priyanka Patel's questions to ARHUF leadership

    Priyanka Patel's questions to ARHUF leadership • Q4 2024

    Question

    Inquired about the dynamics in the Asian dairy market, whether the non-specialty oils that saw lower sales were part of a portfolio optimization, and requested the percentage of CBEs within the overall chocolate division volumes.

    Answer

    The company declined to give a Q1 forecast but stated the overall Food Ingredients volume decrease was primarily driven by a tactical decision to sell less low-value rapeseed solutions, not just dairy weakness. This specific decision was not part of a permanent portfolio deselection, although such actions are part of the broader optimization program. For competitive reasons, the company will not disclose the specific percentage of CBEs in its chocolate volumes but confirmed that CBEs grew more than the segment's 1% total and that momentum remains positive.

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