Darling Ingredients Secures Nextida GC Collagen Patent as Barclays Initiates Coverage

Simply Wall St··Read original
2▲2 ▼0Impact / 5
Summary · why it matters

Darling Ingredients has secured a U.S. patent for Nextida GC, a collagen peptide designed to support healthy blood sugar levels, while Barclays initiated coverage on the company with an Equal-Weight rating. The patent supports Darling's push into higher-margin health and nutrition markets, complementing the formation of an 85/15 joint venture with Tessenderlo that combines its Rousselot business with PB Leiner, expected to generate about US$1.5 billion in annual revenue. These moves aim to rebalance Darling's mix beyond renewable diesel, though near-term catalysts remain margin recovery at Diamond Green Diesel and ongoing regulatory and feedstock volatility. The company's narrative projects $7.2 billion in revenue and $676.3 million in earnings by 2029, implying a 5.4% annual revenue growth and a significant earnings increase from the current $62.8 million.

Impact on assets 3

Synthetic Biology (non-pharma)▲ · 1 stocks
Darling Ingredients Inc
DAR
▲ PositiveTechnologyCapitalrelevance

Secured U.S. patent for Nextida GC collagen peptide, supporting health and nutrition market push.

Energy Transition & Power Demand▲ · 1 stocks
Tessenderlo Group N.V.
0KCP
▲ PositiveCapitalrelevance

Formed 85/15 joint venture with Darling combining Rousselot and PB Leiner, expected to generate $1.5B annual revenue.

Financials▲ · 1 stocks

Off-coverage companies 3

RousselotPrivate▲ Positive
Technologyrelevance

Secured U.S. patent for Nextida GC collagen peptide, supporting health and nutrition market push.

PB LeinerPrivate▲ Positive
Capitalrelevance

PB Leiner is part of the joint venture with Darling's Rousselot, expected to generate $1.5B revenue.

Diamond Green DieselPrivate± Mixed
relevance

Mentioned as a near-term catalyst for Darling, but no direct news about Diamond Green Diesel.

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