Dyno Nobel Limited.

DNL.ASX

Materials

Manufacture and distribution of industrial explosives, industrial chemicals, and the provision of related services.

Market Data

Price

$3.750

+0.0%
Market Cap

$6.6B

P/E Ratio

26.7x

EPS

$0.141

Div. Yield

3.76%

52-Week Change

+0.2%

Latest Earnings

2026 Half Year Results Announcement

11 May 2026

Revenue
$1,898
-15.7% YoY
NPAT
$160.90
+83.3% YoY
EPS
$0.09
Dividend
$0.05

Dyno Nobel delivered strong 1H26 results as a pure-play explosives business, with underlying EBIT of $243m (+39% YoY) and NPAT of $161m (+83% YoY), driven by robust performance across DNAP and DNA segments. The company completed its separation from fertilisers with the binding sale of Phosphate Hill and reaffirmed FY26 EBIT guidance of $460m-$500m, positioning itself as a resilient global explosives leader with momentum toward its FY28 EBIT ambition of $600m. Key points: Underlying EBIT grew 39% YoY to $243m, with strong contributions from DNAP (+16% to $130m) and DNA (+42% to $101m), demonstrating transformation program momentum; Underlying NPAT surged 83% YoY to $161m (9.0 cps), driven by robust earnings growth and improved operational efficiency across explosives segments; Completed fertilisers separation with binding agreement to sell Phosphate Hill and finalized Perdaman Offtake Agreement sale, transitioning to pure-play explosives business

Recent Announcements

11 May 2026 Supplementary Neutral

2026 Half Year Results Investor Presentation

Dyno Nobel Limited (formerly Incitec Pivot Limited, name changed 31 March 2025) released its 1H26 half-year financial results presentation, reporting explosives underlying EBIT of $243m (+28% YoY) and group NPAT of $161m (+83%), with FY26 explosives EBIT guidance of $460m-$500m and a $1.4 billion capital return program underway.

11 May 2026 Actual Results Positive

2026 Half Year Results Announcement

Dyno Nobel delivered strong 1H26 results as a pure-play explosives business, with underlying EBIT of $243m (+39% YoY) and NPAT of $161m (+83% YoY), driven by robust performance across DNAP and DNA segments. The company completed its separation from fertilisers with the binding sale of Phosphate Hill and reaffirmed FY26 EBIT guidance of $460m-$500m, positioning itself as a resilient global explosives leader with momentum toward its FY28 EBIT ambition of $600m. Key points: Underlying EBIT grew 39% YoY to $243m, with strong contributions from DNAP (+16% to $130m) and DNA (+42% to $101m), demonstrating transformation program momentum; Underlying NPAT surged 83% YoY to $161m (9.0 cps), driven by robust earnings growth and improved operational efficiency across explosives segments; Completed fertilisers separation with binding agreement to sell Phosphate Hill and finalized Perdaman Offtake Agreement sale, transitioning to pure-play explosives business

11 May 2026 Actual Results Positive

Appendix 4D & 2026 Half Year Financial Report

Dyno Nobel reported HY26 continuing operations revenue of $1,609.8m (+9% yoy) with net profit of $144.5m (+298% yoy), driven by strong operational performance and prior-year impairments. However, total reported profit of $19.9m was heavily impacted by $124.6m loss from discontinued operations (Phosphate Hill impairment of $125.9m), reflecting the strategic exit from fertiliser manufacturing announced in March 2026. Key points: Continuing operations revenue grew 9% yoy to $1,609.8m, demonstrating underlying business strength; Continuing operations net profit surged 298% yoy to $144.5m, with underlying NPAT of $148.4m up 94%, benefiting from prior-year impairment comparatives; Interim dividend increased 92% to 4.6 cents per share (unfranked), reflecting confidence in cash generation

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