• Darling Ingredients (NYSE:DAR) signed a definitive agreement with Tessenderlo Group to form a global collagen and gelatin joint venture, with Darling holding an 85% stake.
• The joint venture focuses on combining both companies’ collagen and gelatin businesses, targeting a broader global customer base.
• Darling Ingredients is also partnering with Cato Networks on a wide IT security and connectivity overhaul across its operations.
• The IT initiative aims to modernize global infrastructure and reduce ongoing network and cybersecurity costs.

For you as an investor, these moves sit at the core of Darling Ingredients’ business of turning animal byproducts and other inputs into food, feed, fuel, and specialty ingredients. Collagen and gelatin are central to that profile, used across food, pharma, and other applications where reliability and scale tend to matter. At the same time, a company with global plants and logistics needs reliable connectivity and security to keep operations running smoothly.

Combining a larger collagen and gelatin footprint with a refreshed IT backbone could influence how efficiently Darling Ingredients serves customers and manages its global network. As these projects roll out, you may want to watch how the joint venture is structured operationally and how the Cato Networks partnership affects service reliability and cost discipline over time.

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Quick Assessment

• ✅ Price vs Analyst Target: At US$42.32, the share price sits below the US$47.62 analyst target range midpoint.
• ✅ Simply Wall St Valuation: Simply Wall St estimates the stock is trading about 74.4% below its assessed fair value.
• ✅ Recent Momentum: The 30 day return of roughly 21.5% shows recent positive price momentum.

Check out Simply Wall St's in depth valuation analysis for Darling Ingredients.

Key Considerations

• 📊 The Tessenderlo joint venture concentrates more of Darling’s story in collagen and gelatin, so you may want to link your view of the stock to how that business performs over time.
• 📊 Watch how margins, interest coverage and capital spending evolve as the collagen platform scales and the Cato Networks IT rollout is implemented.
• ⚠️ Interest payments are not well covered by earnings today, so higher investment commitments or delays in benefits from the JV and IT program could pressure financial flexibility.

Dig Deeper

For the full picture including more risks and rewards, check out the complete Darling Ingredients analysis.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.