other material
confidence high
sentiment positive
materiality 0.75
Limoneira targets $25M EBITDA growth by FY2028; asset sales and asset-lighter model shift
Limoneira CO
- Plans $25M incremental EBITDA by FY2028 via lemon volume growth, Chile packing house ($10M) and grower partner expansion.
- Sold $130M non-core assets; expects another $50M in next 12 months from Windfall Farms and Southern Hemisphere assets.
- Harvest at Limoneira real estate to generate ~$135M cash flow over life; $28M received so far.
- Water rights monetization underway; Yuma fallowing yields $1.3M/year, potential 25-year deal.
- Exclusive Apeel Sciences agreement for lemons; shift to 80% grower partner/agency source volume by 2028.