CHS Inc. · NASDAQ:CHSCP

CHS — FY2025 Earnings Presentation

21 slides from CHS's earnings presentation, Dec 5, 2025

  1. Slide 1: Olivia Nelligan, Executive vice president, chief financial officer and chief strategy officer

    Olivia Nelligan Executive vice president, chief financial officer and chief strategy officer

  2. Slide 2: Forward-looking statements

    Forward-looking statements This document and other CHS Inc. publicly available documents contain, and CHS officers, directors and representatives may from time to time make, "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform

  3. Slide 3: Slide 3

  4. Slide 4: Revenue FY2020-FY2025

    $0 $10 $20 $30 $40 $50 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 Revenue $35.5 ($ in billions)

  5. Slide 5: Net income FY2020-FY2025

    $0 $250 $500 $750 $1,000 $1,250 $1,500 $1,750 $2,000 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 $597.9 Net income ($ in millions)

  6. Slide 6: CHS pretax income

    CHS pretax income Fiscal year ended Aug. 31, 2025 ($ in thousands) 2025 2024 CHANGE Energy ($7,042) $429,053 ($436,095)

  7. Slide 7: CHS pretax income

    CHS pretax income Fiscal year ended Aug. 31, 2025 ($ in thousands) 2025 2024 CHANGE Energy (7,042) 429,053 (436,095) Ag $245,660 $342,677 ($97,017)

  8. Slide 8: CHS pretax income

    CHS pretax income Fiscal year ended Aug. 31, 2025 ($ in thousands) 2025 2024 CHANGE Energy (7,042) 429,053 (436,095) Ag 245,660 342,677 (97,017) Nitrogen production $159,541 $151,235 $8,306

  9. Slide 9: CHS pretax income

    CHS pretax income Fiscal year ended Aug. 31, 2025 ($ in thousands) 2025 2024 CHANGE Energy (7,042) 429,053 (436,095) Ag 245,660 342,677 (97,017) Nitrogen production 159,541 151,235 8,306 Corporate and other $216,613 $174,822 $41,791

  10. Slide 10: CHS pretax income

    ($ in thousands) 2025 2024 CHANGE Energy (7,042) 429,053 (436,095) Ag 245,660 342,677 (97,017) Nitrogen production 159,541 151,235 8,306 Corporate and other 216,613 174,822 41,791 Pretax income 614,772 1,097,787 (483,015) CHS pretax income Fiscal year ended Aug. 31, 2025 Income tax expense (benefit)

  11. Slide 11: CHS net income

    ($ in thousands) 2025 2024 CHANGE Energy (7,042) 429,053 (436,095) Ag 245,660 342,677 (97,017) Nitrogen production 159,541 151,235 8,306 Corporate and other 216,613 174,822 41,791 Pretax income 614,772 1,097,787 (483,015) Income tax expense (benefit) 16,777 (4,872) 21,649 Noncontrolling interests 78

  12. Slide 12: Slide 12

  13. Slide 13: Creating connections to empower agriculture

    Creating connections to empower agriculture

  14. Slide 14: Cash returns: cash patronage and equity redemptions

    cash returns* $30 million cash patronage $90 million equity redemptions *estimated

  15. Slide 15: Equity certificates: qualified and nonqualified equity

    equity certificates $55 million qualified equity $144 million nonqualified equity

  16. Slide 16: Estimated FY25 select wholesale patronage rates

    Cash Total Specialty fertilizer (tons) $2.73 $21.07 Bulk fertilizer (tons) $2.08 $16.07 Focused crop protection (dollars) $0.02 $0.16 Canola (hundredweight) $0.04 $0.32 Soybean meal (short tons) $0.09 $0.71 Renewable fuels marketing (dollars) $0.07 $0.61 Lubricants (gallons) $0.10 $0.80 Commissions

  17. Slide 17: Cash returns to owners last years

    cash returns to owners last 5 years

  18. Slide 18: Slide 18

  19. Slide 19: Slide 19

  20. Slide 20: Slide 20

  21. Slide 21: It takes a co-op

    IT TAKES A CO-OP.”

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