Recently, Baird upgraded Darling Ingredients and highlighted a more favorable outlook for its Diamond Green Diesel joint venture amid evolving US renewable fuel regulations, while the company also announced a definitive collagen and gelatin joint venture with Belgium’s Tessenderlo Group that is expected to close in 2026 pending approvals. Together, the more constructive view on renewable fuel economics and Darling’s majority stake in the new collagen and gelatin platform highlight how...

In December 2025, Darling Ingredients announced a definitive agreement with Tessenderlo Group to combine Darling’s Rousselot collagen and gelatin business with Tessenderlo’s PB Leiner into a new joint company, with Darling holding an 85% stake and Tessenderlo 15%, targeting about US$1.50 billion in annual revenue and 200,000 metric tons of capacity across 22 global facilities. The alliance is structured with no upfront cash investment and is intended to build out the Nextida health and...

Tessenderlo Group (ENXTBR:TESB) has caught the eye of investors lately, thanks to its recent share price moves that may not be tied to a single headline event, but still raise curious questions. Sometimes, that in itself is a signal. Are markets quietly repositioning, or is there something in the numbers worth a closer look? For shareholders and potential buyers, figuring out what prompted this interest, and what happens next, becomes a puzzle worth solving. Stepping back, the bigger picture...