Graincorp Limited

GNC.ASX

Consumer Staples

Global AgriBusiness.

Market Data

Price

$4.930

+0.0%
Market Cap

$1.1B

P/E Ratio

-100000.0x

EPS

$-0.063

Div. Yield

7.71%

52-Week Change

-0.3%

Latest Earnings

GrainCorp announces 1H26 result and reaffirms FY26 guidance

14 May 2026

NPAT
$33.00
-52.2% YoY
Dividend
$0.14

GrainCorp reported 1H26 underlying EBITDA of $136M (down 33% YoY) and underlying NPAT of $33M (down 52% YoY), reflecting challenging global grain market conditions with oversupply, low pricing, and compressed margins. The company maintained its FY26 guidance of underlying EBITDA $200-240M and underlying NPAT $20-50M, declaring a 14 cents fully franked interim dividend while progressing strategic initiatives including the exit from GrainsConnect Canada and business transformation program targeting $5-10M run-rate benefits. Key points: Strong balance sheet with core cash of $163M provides flexibility for reinvestment and capital returns; Animal Nutrition delivered record sales of 390kmt in 1H26, capitalizing on strong customer demand in Australia and New Zealand; Non-grain bulk materials program growing with volumes up 25% to 1.5mmt, supporting port infrastructure utilization

Recent Announcements

14 May 2026 Actual Results Negative

GrainCorp announces 1H26 result and reaffirms FY26 guidance

GrainCorp reported 1H26 underlying EBITDA of $136M (down 33% YoY) and underlying NPAT of $33M (down 52% YoY), reflecting challenging global grain market conditions with oversupply, low pricing, and compressed margins. The company maintained its FY26 guidance of underlying EBITDA $200-240M and underlying NPAT $20-50M, declaring a 14 cents fully franked interim dividend while progressing strategic initiatives including the exit from GrainsConnect Canada and business transformation program targeting $5-10M run-rate benefits. Key points: Strong balance sheet with core cash of $163M provides flexibility for reinvestment and capital returns; Animal Nutrition delivered record sales of 390kmt in 1H26, capitalizing on strong customer demand in Australia and New Zealand; Non-grain bulk materials program growing with volumes up 25% to 1.5mmt, supporting port infrastructure utilization

24 Mar 2026 Date Announcement Neutral

Earnings Release - 14 May 2026

Upcoming earnings release expected 14 May 2026 (from Yahoo Finance (confirmed))

24 Mar 2026 Sph Neutral

Ceasing to be a substantial holder

Australian Retirement Trust Pty LTD ATF Australian Retirement Trust ceased to be a substantial holder.

24 Mar 2026 Sph Neutral

Becoming a substantial holder

BlackRock Inc., through various subsidiary entities, has become a substantial shareholder in GrainCorp Limited (GNC) by acquiring ordinary shares between November 21, 2025 and February 12, 2026 through on-market purchases and in-specie transfers, with total relevant interests held across multiple BlackRock entities.

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