Jul 31, 2021

Limoneira Q3 2021 Earnings Report

Achieved strong fresh lemon utilization and increased operating income by 86%, implementing digital transformation plan.

Key Takeaways

Limoneira Company reported a decrease in total net revenue to $49.1 million compared to $53.6 million in the third quarter of the previous fiscal year, but increased operating income by 86% to $3.4 million. Net income attributable to common stock was $3.6 million, or $0.20 per diluted share.

Lemon pricing and fresh utilization was strong for the third quarter.

Operating income increased by 86% during the third quarter driven primarily by fresh lemon utilization.

Company closed sales of 92 Harvest at Limoneira Lots During Third Quarter Fiscal 2021

Implementing a digital information system to monitor daily tree health and fruit growth.

Total Revenue
$49.1M
Previous year: $53.6M
-8.3%
EPS
$0.2
Previous year: $0.1
+100.0%
Orange Revenue
$2M
Specialty Citrus and Other Crop Revenues
$1.1M
Gross Profit
$7.42M
Previous year: $5.72M
+29.6%
Cash and Equivalents
$775K
Previous year: $878K
-11.7%
Total Assets
$388M
Previous year: $402M
-3.4%

Limoneira

Limoneira

Limoneira Revenue by Segment

Forward Guidance

Company believes it will experience improving results next year compared to this year due to its stronger position in grocery. As food service and export markets recover, the Company expects lemon prices to increase in fiscal year 2022 compared to fiscal year 2021. The Company expects to receive $80 million from Harvest at Limoneira during the next six fiscal years, beginning in fiscal year 2022.

Positive Outlook

  • Improving results next year due to stronger position in grocery.
  • Lemon prices are expected to increase in fiscal year 2022 compared to fiscal year 2021.
  • Expects to receive $80 million from Harvest at Limoneira during the next six fiscal years, beginning in fiscal year 2022.
  • Company has an additional 1,200 acres of non-bearing lemons estimated to become full bearing over the next four years
  • Company intends to plant an additional 250 acres of lemons in the next two years

Challenges Ahead

  • COVID-19 pandemic continues to affect the Company’s food service business
  • COVID-19 pandemic continues to affect industry logistics on a global basis.
  • Company believes it is prudent to not provide lemon guidance at this time.
  • Global logistical delays are affecting the entire agriculture industry
  • Reduced exports to Asia due to COVID-19