Murray Cod Australia Limited

MCA.ASX

Consumer Staples

Breeder, grower and supplier of Murray Cod.

Market Data

Price

$0.165

+0.0%
Market Cap

$39.7M

P/E Ratio

7.0x

EPS

$0.024

Div. Yield

0.00%

52-Week Change

-0.8%

Latest Earnings

Appendix 4D and 2026 Half Year Interim Report

27 February 2026

Revenue
$6.69
+40.4% YoY
NPAT
-$4.06
-405.0% YoY
EPS
$-0.04

Murray Cod Australia Ltd reported a H1 FY2026 net loss of $4.1M (vs profit of $1.3M in H1 FY2025), driven by elevated operating expenses and fish farm costs despite 40% revenue growth to $6.7M. The company successfully raised $17M capital in October 2025 and achieved operational milestones including doubled Woolworths retail footprint, BAP certification, and Halal accreditation, positioning for future growth despite near-term profitability headwinds. Key points: Revenue grew 40% to $6.7M, driven by increased sales volume and Woolworths expansion (67 to 134 stores); Biomass increased 12% to 2,787 tonnes, with additional ponds stocked at Stanbridge (108 total ponds) supporting production capacity; Successfully completed $17M capital raise on 2 October 2025, strengthening balance sheet (issued capital increased from $98M to $114M)

Recent Announcements

29 May 2026 Sph Neutral

Ceasing to be a substantial holder

George Roger Commins ceased to be a substantial holder (5.48%).

14 May 2026 Sph Neutral

Becoming a substantial holder

George Roger Commins, through his associated entities Brigalow Enterprises Pty Ltd and Commins Partnership Pty Ltd, became a substantial holder by acquiring 9,747,572 ordinary shares (with 5,233,286 acquired on 12/05/2026 for $784,992.90 in cash). The notice was filed on 14/05/2026.

14 May 2026 Sph Neutral

Ceasing to be a substantial holder

Mathew Ryan ceased to be a substantial holder (3.27%).

14 May 2026 Sph Neutral

Becoming a substantial holder

Great White Shark Services Pty Ltd became a substantial holder (6.09%).

13 May 2026 Sph Neutral

Becoming a substantial holder

Tribeca Investment Partners Pty Ltd became a substantial shareholder in Murray Cod Australia Limited (ASX:MCA) on 12 May 2026, acquiring 10,239,046 ordinary fully paid shares representing 5.36% voting power through a placement for $767,928.45.

11 May 2026 Sph Neutral

Ceasing to be a substantial holder

AustralianSuper Pty Ltd ceased to be a substantial holder.

27 Feb 2026 Actual Results Neutral

Appendix 4D and 2026 Half Year Interim Report

Murray Cod Australia Ltd reported a H1 FY2026 net loss of $4.1M (vs profit of $1.3M in H1 FY2025), driven by elevated operating expenses and fish farm costs despite 40% revenue growth to $6.7M. The company successfully raised $17M capital in October 2025 and achieved operational milestones including doubled Woolworths retail footprint, BAP certification, and Halal accreditation, positioning for future growth despite near-term profitability headwinds. Key points: Revenue grew 40% to $6.7M, driven by increased sales volume and Woolworths expansion (67 to 134 stores); Biomass increased 12% to 2,787 tonnes, with additional ponds stocked at Stanbridge (108 total ponds) supporting production capacity; Successfully completed $17M capital raise on 2 October 2025, strengthening balance sheet (issued capital increased from $98M to $114M)

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