ArborGen Holdings Limited Ordinary Shares
ARB.NZXMaterials
The shares were listed in March 2001 as part of a recapitalisation of Fletcher Challenge Forests, and to acquire certain assets from Fletcher Challenge Energy. These included 594,000 ordinary shares in NASDAQ listed Capstone Turbine Corporation and the Challenge retail service station network in NZ. All of these interests were later sold. Remaining assets were acquired from Fletcher Challenge Forests following its recapitalisation. These included a 50% interest in FTSA, an Argentinean joint venture and interests in established biotechnology businesses - ArborGen, Trees & Technology and listed Genesis Research & Development. The company also held a 19.9% stake in Fletcher Challenge Forests. In March 2004 RBC and Carter Holt Harvey agreed to merge their forestry biotechnology and propagation operations into a new venture - Horizon2. In June 2004 it acquired 50.01% of listed wood products company Tenon.
Market Data
$0.065
0.0%$34.0M
-2.6x
$-0.025
0.00%
-0.4%
Latest Earnings
ArborGen Holdings Limited – Annual Report FY 2026
26 June 2026
ArborGen Holdings Limited reported FY26 (year ended 31 March 2026) revenue of $68.2M USD, up 8% year-on-year and the highest in five years, driven by strong Brazil growth and higher average selling prices in both markets. Adjusted US GAAP EBITDA grew 31% to $11.5M (excluding $1.0M in one-off items), while net loss after tax improved materially to $(7.5)M from $(21.5)M in FY25 (which included a $21.8M non-cash impairment). The company enters FY27 with a stronger operational platform, continued Brazil momentum, and a disciplined approach to navigating the structural US South timber market downturn. Key points: FY26 revenue of $68.2M was the highest in five years, up 8% YOY, driven by Brazil growth (revenue up 14% in local currency) and higher average selling prices in both markets.; Adjusted US GAAP EBITDA increased 31% to $11.5M (excluding $1.0M one-off items), demonstrating meaningful earnings improvement.; Net loss after tax improved materially to $(7.5)M from $(21.5)M in FY25, with prior year inflated by a $21.8M non-cash intangible impairment.
Recent Announcements
Sale of Ridgeville Property
ArborGen Holdings Limited (NZX: ARB) sold its Ridgeville head office facility for US$10.85 million, with net proceeds to be applied toward reducing bank debt and the company relocating to smaller premises to achieve cost savings.
Annual Meeting Date and Director Nominations
ArborGen Holdings Limited (NZX: ARB) announced its 2026 Annual Shareholders' Meeting will be held on 15 September 2026, with director nominations closing on 27 July 2026 at 5:00 pm for eligible shareholders.
ArborGen Holdings Limited – Annual Report FY 2026
ArborGen Holdings Limited reported FY26 (year ended 31 March 2026) revenue of $68.2M USD, up 8% year-on-year and the highest in five years, driven by strong Brazil growth and higher average selling prices in both markets. Adjusted US GAAP EBITDA grew 31% to $11.5M (excluding $1.0M in one-off items), while net loss after tax improved materially to $(7.5)M from $(21.5)M in FY25 (which included a $21.8M non-cash impairment). The company enters FY27 with a stronger operational platform, continued Brazil momentum, and a disciplined approach to navigating the structural US South timber market downturn. Key points: FY26 revenue of $68.2M was the highest in five years, up 8% YOY, driven by Brazil growth (revenue up 14% in local currency) and higher average selling prices in both markets.; Adjusted US GAAP EBITDA increased 31% to $11.5M (excluding $1.0M one-off items), demonstrating meaningful earnings improvement.; Net loss after tax improved materially to $(7.5)M from $(21.5)M in FY25, with prior year inflated by a $21.8M non-cash intangible impairment.
CEO Resignation
ArborGen Holdings Limited (NZX: ARB) announces that CEO Justin Birch has resigned after three years in the role. Patrick Cumbie, VP of Product Development, has been appointed as interim CEO while the board conducts a structured search for a permanent CEO.
ArborGen Holdings FY26 Results for year ended 31 March 2026
ArborGen Holdings (NZX: ARB) delivered its highest revenue result in five years for FY26, with group revenue up 8% to USD $68.2M and Adjusted US GAAP EBITDA rising 31% to $11.5M, beating February 2026 guidance. Brazil was the key growth driver with revenue up 14% in local currency, while the US South held steady in revenue terms despite structural market headwinds. The net loss after tax improved materially to $(7.5)M from $(21.5)M in FY25, with FY27 guidance targeting continued Adjusted US GAAP EBITDA improvement. Key points: Highest revenue result in five years at USD $68.2M, up 8% YOY, beating February 2026 guidance; Adjusted US GAAP EBITDA up 31% YOY to $11.5M, reflecting revenue growth and improved cost discipline; Brazil delivered record full-year sales volume and revenue, up 14% in local currency, now representing 44% of total revenue
ArborGen appoints GM Brazil
ArborGen Holdings Limited (NZX: ARB) has appointed Wagner Itria Jr as General Manager - Brazil effective June 1, 2026, to lead the company's Brazil business which contributed 44% of total revenue in FY2026. Itria brings 30+ years of experience in forestry operations and pulp/paper value chains across major Brazilian companies.
Brazil Management Update
ArborGen Holdings Limited announces the resignation of Brazil country manager Adriano de Almeida, effective May 4, 2026, after joining in August 2023. The Brazil business, comprising 900+ employees and 9 nurseries with 150m+ seedling annual capacity, will be overseen by Finance Manager Denis Sponchiato and CEO Justin Birch while a replacement is recruited.
D&O Ongoing Disclosure Notice
Justin Birch, CEO of ArborGen Holdings Limited, had 10,125,739 restricted share units (RSUs) from the 2023 plan cancelled and received 7,812,730 new RSUs under the 2026 Long-Term Incentive Plan on 20 February 2026, with vesting subject to performance targets and continued employment.
ARB Capital Change Notice
ArborGen Holdings Limited issued 345,738 ordinary shares on 26 February 2026 as restricted shares under the FY 2026 LTI Plan to correct a clerical error from a previous cancellation notice, representing 0.0662% of the total class.
ARB Capital Change Notice
ArborGen Holdings Limited issued 7.8 million shares to CEO Justin Birch under the FY 2026 Long-Term Incentive Plan and cancelled 10.5 million restricted shares from the 2023 plan, resulting in a net reduction of 2.7 million shares outstanding.
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