Nufarm

NUF.ASX

Materials

Australasian marketer and manufacturer of chemicals.

Market Data

Price

$3.000

+0.0%
Market Cap

$1.2B

P/E Ratio

-100000.0x

EPS

$-0.465

Div. Yield

0.00%

52-Week Change

+0.2%

Latest Earnings

NUFARM LIMITED - FINANCIAL RESULTS FOR THE HALF YEAR ENDED 3

27 May 2026

Revenue
$1,714
-5.3% YoY
NPAT
$52.09
+35.4% YoY
EPS
$0.07
Dividend
$0.00

Nufarm reported HY26 revenue of $1.71B (down 5% YoY) reflecting lower Crop Protection volumes and FX headwinds, but underlying net profit after tax grew 35% to $52.1M driven by improved margins in Crop Protection, strong Hybrid Seeds performance, and disciplined cost management. The company is maintaining a strategic focus on capital allocation and earnings quality, with no interim dividend declared as the board aligns distributions to free cash flow generation. Key points: Underlying EBITDA increased 18% to $242.7M, with underlying EBIT up 32% to $135.8M, demonstrating strong operational leverage; Underlying net profit after tax grew 35% to $52.1M, significantly outpacing revenue decline, driven by margin expansion and cost discipline; Underlying gross profit margin expanded 370 basis points to 33.1%, reflecting structurally higher hybrid seed margins and improved product mix in Crop Protection

Recent Announcements

28 May 2026 Sph Neutral

Becoming a substantial holder

Australian Retirement Trust Pty LTD ATF Australian Retirement Trust became a substantial holder (5.871%).

27 May 2026 Actual Results Positive

NUFARM LIMITED - FINANCIAL RESULTS FOR THE HALF YEAR ENDED 3

Nufarm reported HY26 revenue of $1.71B (down 5% YoY) reflecting lower Crop Protection volumes and FX headwinds, but underlying net profit after tax grew 35% to $52.1M driven by improved margins in Crop Protection, strong Hybrid Seeds performance, and disciplined cost management. The company is maintaining a strategic focus on capital allocation and earnings quality, with no interim dividend declared as the board aligns distributions to free cash flow generation. Key points: Underlying EBITDA increased 18% to $242.7M, with underlying EBIT up 32% to $135.8M, demonstrating strong operational leverage; Underlying net profit after tax grew 35% to $52.1M, significantly outpacing revenue decline, driven by margin expansion and cost discipline; Underlying gross profit margin expanded 370 basis points to 33.1%, reflecting structurally higher hybrid seed margins and improved product mix in Crop Protection

15 Apr 2026 Guidance Neutral

Trading Update

Nufarm Limited reported strong 1H FY26 performance with underlying EBITDA of $239-244m (17% increase year-on-year) and net debt reduction of $130m to $1.23b, while announcing an additional $50m cost savings program targeting asset optimization and SG&A reductions to be fully realized by end FY27.

7 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

Host-Plus Pty Limited ceased to be a substantial holder in Nufarm Ltd on 31 March 2026 through a series of share transactions conducted between 12 February and 31 March 2026, including multiple purchases and sales of ordinary shares totaling approximately $11.3 million across its Hostplus Superannuation Fund and Hostplus Pooled Superannuation Trust.

5 Apr 2026 Date Announcement Neutral

Earnings Release - 27 May 2026

Upcoming earnings release expected 27 May 2026 (from Yahoo Finance (confirmed))

2 Apr 2026 Sph Neutral

Becoming a substantial holder from MUFG

MUFG became a substantial holder (5.06%).

1 Apr 2026 Sph Neutral

Becoming a substantial holder

First Sentier Group Limited ACN 630 725 558 became a substantial holder (5.06%).

18 Feb 2026 Sph Neutral

Correction - Becoming a substantial holder

First Sentier Group Limited corrected a previous Form 603 filing for Nufarm Ltd (NUF), clarifying that they did not actually have a notifiable interest in NUF on 13 February 2026.

17 Feb 2026 Sph Neutral

Becoming a substantial holder

First Sentier Group Limited ACN 630 725 558 became a substantial holder (5.16%).

13 Feb 2026 Sph Neutral

Ceasing to be a substantial holder

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

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