The Andersons (ANDE) Investor presentation summary

Strategic positioning and leadership

• Operates as a leading, diversified North American ag supply chain company with deep expertise in ag products and renewable fuels, supported by a seasoned leadership team focused on execution and operational excellence.

• Maintains a balanced portfolio across agribusiness and renewables, resilient through market cycles and rooted in North American supply chains.

• Leverages a broad geographic footprint and strong customer relationships to connect production to demand in global food, feed, and fuel supply chains.

• Employs a disciplined capital allocation strategy, leveraging a strong balance sheet and consistent cash flow to drive long-term shareholder value.

Agribusiness segment overview

• Integrates crop inputs, grain handling, commodity merchandising, and premium ingredients, serving producers, processors, and end customers through ~175 facilities.

• Trades 33M tonnes of commodities and sells 2M tons of fertilizer annually, with $587M gross profit and $211M adjusted EBITDA for the trailing twelve months ended June 2026.

• Operates a broad network of storage and handling assets, providing logistics, risk management, and value-added services.

• Demonstrates earnings stability through a diversified product portfolio and integration with renewables for full value chain delivery.

Renewables segment overview

• Operates four ethanol plants, producing 518M gallons of ethanol and handling 2.1M tons of feed products annually.

• Achieved $200M gross profit and $292M adjusted EBITDA for the trailing twelve months ended June 2026.

• Focuses on continuous improvement, operational excellence, and leveraging synergies with agribusiness for integrated grain sourcing and logistics.

• Well-positioned to benefit from favorable biofuels policies, carbon capture initiatives, and strong domestic/export demand.