Ingredion Inc Liquidation Value

INGR Grain Mill Products

Cash & Equivalents

$914.00M
As of 2026-03-31
Current Price: N/A

Key Metrics

Cash Liquidation Value

Cash minus Total Obligations
Cash: $914.00M
Total Obligations: -$3.02B
$-2.10B
Per share: $-33.31
Period: 2026-03-31
incomplete 2 components missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported in this period (annual-only)
  • Operating Lease Liability: not reported in this period (annual-only)

Liquid Liquidation Value

Cash + AR minus Total Obligations
Cash: $914.00M
AR: $1.36B
Total Obligations: -$3.02B
$-747.00M
Per share: $-11.82
Period: 2026-03-31
incomplete 2 components missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported in this period (annual-only)
  • Operating Lease Liability: not reported in this period (annual-only)

Operating Liquidation Value

Cash + AR + Inventory minus Total Obligations
Cash: $914.00M
AR: $1.36B
Inventory: $1.18B
Total Obligations: -$3.02B
$436.00M
Per share: $6.90
Period: 2026-03-31
incomplete 2 components missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported in this period (annual-only)
  • Operating Lease Liability: not reported in this period (annual-only)

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Liquidation Ladder

MetricTotalPer Share
Cash Liquidation Value$-2.10B$-33.31
Liquid Liquidation Value$-747.00M$-11.82
Operating Liquidation Value$436.00M$6.90

Key Components (as of 2026-03-31)

Data as of 2026-03-31 from 10-Q filed 2026-05-08. View on SEC EDGAR →

Cash & Equivalents$914.00M
Accounts Receivable$1.36B
Inventory$1.18B
Current Liabilities$1.28B
Long-term Debt (?)$1.74B
Op. Lease Liability (?)N/A
Finance Lease (?)N/A
Shares Outstanding63.2M

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Historical

PeriodCashARInventoryAPCurr LiabLT DebtOp LeaseFin Lease
2026-03-31$914.00M$1.36B$1.18B$613.00M$1.28B$1.74BN/AN/A
2025-12-31$1.03B$1.19B$1.23B$693.00M$1.32B$1.74B$118.00MN/A
2025-09-30$915.00M$1.31B$1.23B$652.00M$1.28B$1.74BN/AN/A
2025-06-30$861.00M$1.36B$1.22B$666.00M$1.26B$1.74BN/AN/A
2025-03-31$837.00M$1.28B$1.17B$634.00M$1.18B$1.74BN/AN/A
2024-12-31$997.00M$1.09B$1.19B$604.00M$1.28B$1.79B$145.00MN/A
2024-09-30$877.00M$1.17B$1.23B$604.00M$1.25B$1.74BN/AN/A
2024-06-30$505.00M$1.29B$1.24B$606.00M$1.23B$1.74BN/AN/A

Comments

SEC Filings

PeriodFormFiledLink
2026-03-31 10-Q 2026-05-08 View
2025-12-31 10-K 2026-02-17 View
2025-09-30 10-Q 2025-11-07 View
2025-06-30 10-Q 2025-08-11 View
2025-03-31 10-Q 2025-05-09 View
2024-12-31 10-K 2025-02-20 View
2024-09-30 10-Q 2024-11-08 View
2024-06-30 10-Q 2024-08-08 View

AI Insights

AI Insight·Generated 2026-05-09

Ingredion Inc (INGR) as of March 31, 2026 shows a recovery posture consistent with a capital-intensive going concern that would return deeply negative equity to a liquidating creditor structure under cash liquidation assumptions, but marginally positive recovery under an operating liquidation scenario. MFFAIS reports a cash liquidation value of negative $2.1B, a liquid liquidation value of negative $747M, and an operating liquidation value of positive $436M—confirming that tangible asset recovery is insufficient to cover face-value liabilities without the going-concern franchise premium.

Asset side: Total assets are $7.9B. Cash and equivalents of $914M recover at par. Net AR of $1.36B (trade AR $1.19B, other $0.18B) applies a 90-95% haircut, yielding roughly $1.27B-$1.29B. Inventory of $1.18B at 60% haircut yields approximately $709M. PP&E net of $2.56B at a 50-70% haircut yields $1.28B-$1.79B. Intangibles of $339M and goodwill of $920M are zeroed out, eliminating $1.26B of book value with no liquidation credit. Other non-current assets of $583M (includes equity method investments of $126M, deferred tax assets, and Brazil tax incentives) have limited liquidation value.

Liability side at face: Total liabilities of $3.48B include current liabilities of $1.28B, long-term debt of $1.74B (face, not fair value which is $1.63B), and other non-current liabilities of $463M including pension and deferred tax. Supply chain finance obligations of $131M sit within accounts payable and accrued liabilities. The AOCL of negative $927M reflects primarily cumulative translation adjustments of negative $893M, which would not extinguish on liquidation but is an equity contra rather than a liability.

Material developments this quarter: (1) Post-period subsequent events disclosed as of May 8, 2026 materially shift the PP&E and inventory picture: the Cabo, Brazil facility closure (committed May 1, 2026) is expected to generate approximately $43M in pre-tax charges, of which approximately $36M relates to fixed asset impairments and inventory write-downs. The Argo (Bedford Park, IL) thermal event on April 10, 2026 is expected to generate approximately $20M in direct costs from inventory write-downs and machinery repairs, to be recognized in Q2 2026. Neither charge was recognized in Q1 2026 financials. (2) A new operating lease for a Global Innovation headquarters in Bridgewater, NJ was entered November 2025—construction estimated at $145M with a 25-year lease commencing first half 2028; this ASC 842 lease has not yet commenced and is not on the balance sheet but represents a material future liability. Filing does not separately tag the Bridgewater lease ROU asset or liability in XBRL as the lease has not commenced. (3) Restructuring charges of $11M in Q1 2026 relate primarily to legal entity restructuring, elevated from $1M in Q1 2025. (4) F&II-U.S./Canada segment operating income collapsed 63% YoY to $34M from $92M, driven by Argo production challenges preceding the thermal event. (5) Total debt is $1.83B; $1.74B classified as long-term despite some 2026 maturities due to management's stated intent and ability to refinance.

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