
What smart money is saying about Darling Ingredients Inc.
2 funds in our archive have pitched Darling Ingredients Inc. — most recently SouthernSun AM Small Cap Strategy in June 2026.
Darling Ingredients Inc. specializes in the development and production of natural ingredients sourced from various organic bio-nutrients, encompassing both edible and inedible materials. The company's operations are structured into three primary segments: Feed Ingredients, Food Ingredients, and Fuel Ingredients. Darling provides tailored specialty solutions and raw materials to a broad spectrum of industries, including pharmaceuticals, human food, pet food, animal feed, industrial manufacturing, fuel production, bioenergy, and fertilizer. A key aspect of its business involves collecting and transforming diverse animal by-product streams into high-value specialty ingredients such as collagen, edible and feed-grade fats, animal proteins and meals, plasma, pet food components, organic fertilizers, yellow grease, fuel feedstock, green energy, natural casings, and hides. Additionally, the company efficiently recovers and converts used cooking oil, animal fats, and leftover bakery products into valuable feed and fuel components. Beyond ingredient manufacturing, Darling offers vital environmental services, including grease trap collection and disposal for the food service sector. The company operates globally across North America, Europe, China, South America, Australia, and other international markets, utilizing a comprehensive portfolio of brands such as Sonac, Dar Pro, Rothsay, Rousselot, Nature Safe, CleanStar, Peptan, Cookie Meal, Bakery Feeds, Ecoson, and Rendac. Founded in 1882, the company was initially known as Darling International Inc. before officially changing its name to Darling Ingredients Inc. in May 2014. Its headquarters are located in Irving, Texas.
Fund coverage · 2 theses
- SouthernSun AM Small Cap StrategyJune 2026
Darling Ingredients is supported by improved earnings, regulatory renewable-fuel volumes, and an earnings power that still looks undervalued.
Read the full thesis - Riverwater Sustainable ValueDecember 2024
Darling Ingredients Inc. is a global leader in sustainable ingredients from animal by-products and food waste, with significant renewable energy exposure and a focus on the circular economy.
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