Delegat Group Limited Ordinary Shares

DGL.NZX

Consumer Staples

Delegat Group is a global wine industry success story. Delegat has achieved 22-fold growth since 2002 and is now the number one exporter of New Zealand wine to the world. The company has established Oyster Bay as a leading global Super Premium wine brand and owns Barossa Valley Estate in Australia. Delegat’s global team of 450 work hard to achieve the extraordinary and excel on four key success factors; world famous brands, global distribution, super premium quality and exclusive vineyard supply.

Market Data

Price

$3.680

-0.0%
Market Cap

$372.2M

P/E Ratio

6.3x

EPS

$0.587

Div. Yield

7.51%

52-Week Change

-0.0%

Latest Earnings

DGL - Interim Results to 31 December 2025

27 February 2026

Revenue
$179.60
+1.0% YoY
NPAT
$29.70
+4.9% YoY
EPS
$0.23

Delegat Group Limited reported solid HY2026 results for the six months ended 31 December 2025, with Operating NPAT rising 5% to NZD 29.7 million and Operating EBITDA up 6% to NZD 65.6 million on revenue of NZD 179.6 million (+1%). Reported NPAT surged 82% to NZD 22.8 million, primarily due to significantly smaller fair value write-downs on derivative instruments compared to the prior period (NZD 6.2M vs NZD 17.8M). Management has provided FY2026 Operating NPAT guidance of NZD 50–55 million, signalling continued growth momentum. Key points: Operating NPAT of NZD 29.7M, up 5% on pcp, driven by 3% volume growth and lower cost of goods from the favourable 2025 vintage; Operating EBITDA rose 6% to NZD 65.6M, with EBITDA margin expanding to 37% from 34% in pcp; Reported NPAT jumped 82% to NZD 22.8M due to materially smaller fair value losses on derivatives (NZD 6.2M vs NZD 17.8M in pcp)

Recent Announcements

19 May 2026 Neutral

DGL - 2026 Harvest Announcement

Delegat Group Limited announced completion of its 2026 harvest with 38,255 tonnes of grapes across Marlborough, Hawke's Bay, and Barossa Valley, representing a managed 19% reduction from the 2025 harvest of 47,461 tonnes to normalize inventory levels.

27 Feb 2026 Supplementary Neutral

DGL - Interim results to 31 December 2025 Presentation

Delegat Group (DGL) reported H1 FY26 results showing a 3% increase in global case sales to 1.688 million units and Operating NPAT growth of 5% to $29.7 million, driven by favorable foreign exchange movements and lower production costs, while maintaining FY26 Operating NPAT guidance of $50-55 million.

27 Feb 2026 Actual Results Positive

DGL - Interim Results to 31 December 2025

Delegat Group Limited reported solid HY2026 results for the six months ended 31 December 2025, with Operating NPAT rising 5% to NZD 29.7 million and Operating EBITDA up 6% to NZD 65.6 million on revenue of NZD 179.6 million (+1%). Reported NPAT surged 82% to NZD 22.8 million, primarily due to significantly smaller fair value write-downs on derivative instruments compared to the prior period (NZD 6.2M vs NZD 17.8M). Management has provided FY2026 Operating NPAT guidance of NZD 50–55 million, signalling continued growth momentum. Key points: Operating NPAT of NZD 29.7M, up 5% on pcp, driven by 3% volume growth and lower cost of goods from the favourable 2025 vintage; Operating EBITDA rose 6% to NZD 65.6M, with EBITDA margin expanding to 37% from 34% in pcp; Reported NPAT jumped 82% to NZD 22.8M due to materially smaller fair value losses on derivatives (NZD 6.2M vs NZD 17.8M in pcp)

11 Feb 2026 Sph Neutral

SPH Notice - Fisher Funds Management Limited

Fisher Funds Management Limited has disclosed becoming a substantial shareholder in Delegat Group Limited (DGL), holding 5,106,549 ordinary shares representing 5.049% of the company through on-market purchases between October 2025 and February 2026.

10 Feb 2026 Date Announcement Neutral

Timing of FY26 Interim (6 Months) results announcement

Delegat Group Limited announced it will release its unaudited interim results for the six months ended 31 December 2025 on Friday 27 February 2026, followed by an analyst and investor briefing meeting at 10:30am.

4 Dec 2025 Actual Results Neutral

DGL - 2025 Results of Annual Shareholder Meeting

Delegat Group held its 2025 Annual Shareholder Meeting on 4 December 2025, where both resolutions were approved by shareholders. The meeting covered the re-election of Gordon MacLeod as Director (94.71% in favour) and approval of auditor's remuneration (99.99% in favour). This announcement contains no financial results or earnings data. Key points: Gordon MacLeod re-elected as Director with strong 94.71% shareholder support; Auditor's remuneration approved with near-unanimous 99.99% support; Board confirmed four Independent Directors: Dr. Alan Jackson, Phillipa Muir, Gordon MacLeod, and Doug McKay

26 Sep 2025 Actual Results Negative

DGL - 2025 Annual Report

Delegat Group reported a challenging FY2025 with Operating NPAT down 14% to NZ$51.1M and global case sales declining 12% to 3.19M cases, impacted by US tariffs, distributor inventory rebalancing, and competitive price discounting. Reported NPAT surged 56% to NZ$49.0M due to significantly smaller NZ IFRS fair value headwinds compared to the prior year (NZ$2.1M drag vs NZ$28.3M in FY2024). Cash from operations rose 86% to NZ$105.7M, and the company maintained its dividend at 20.0 cents per share while guiding to lower capex of NZ$26.2M in FY2026. Key points: Reported NPAT up 56% to NZ$49.0M due to significantly smaller NZ IFRS fair value headwinds (NZ$2.1M drag vs NZ$28.3M in prior year); Cash from operations surged 86% to NZ$105.7M, driven by lower working capital investment; Full-year dividend maintained at 20.0 cents per share (fully imputed/franked), demonstrating board confidence in underlying cash generation

28 Aug 2025 Actual Results Neutral

FY25 Results: Delegat delivers credible earnings

Delegat Group delivered FY25 operating NPAT of NZD $51.1 million, down 14%, on revenue of $349.6 million (-7%), as global case sales fell 12% to 3.19 million cases amid US tariffs, supply chain disruptions, and distributor inventory rebalancing. Reported NPAT surged 56% to $49.0 million due to significantly smaller NZ IFRS fair value headwinds versus the prior year. The company maintained its dividend at 20 cents per share and generated strong operating cash flow of $105.7 million, up 86%, while guiding to lower capex of $26.2 million in FY26. Key points: Strong operating cash flow of $105.7 million, up 86% year-on-year, driven by lower working capital investment and reduced inventory build; Reported NPAT up 56% to $49.0 million due to significantly smaller NZ IFRS fair value headwinds ($2.1M write-down vs $28.3M in FY24); Dividend maintained at 20.0 cents per share, fully imputed, reflecting board confidence in underlying cash generation

27 Apr 2025 Guidance Negative

DGL-Case sales and Profit Guidance Update -US tariff impact

Delegat Group Limited revised its FY25 profit guidance downward to NZD $47.0-50.0 million (from $55.0-60.0 million) and global case sales to 3.182 million cases (down 5% from prior guidance and 12% year-on-year), citing a 10% US tariff imposed on 3 April 2025 that has created uncertainty among US distributors regarding Q4 shipments.

27 Feb 2025 Actual Results Negative

DGL - Interim Results to 31 December 2024

Delegat Group Limited reported a challenging first half for FY2025, with Operating Revenue down 10% to NZD $178.6M and Operating NPAT declining 25% to NZD $28.3M, driven by a 15% drop in global case sales due to lower 2024 vintage yields, challenging consumer market conditions, and planned price increases. Reported NPAT fell sharply by 63% to NZD $12.5M, largely due to a $17.8M mark-to-market fair value write-down on derivative financial instruments. The company guided full-year FY2025 Operating NPAT to the lower end of $55-60M, and operating cash flow improved significantly to $75.6M. Key points: Operating cash flow improved significantly to $75.6M, up $39.8M on the prior period, due to timing of customer collections and lower supplier payments; Operating Gross Margin held steady at 48%, consistent with the prior corresponding period; Net Debt decreased by $6.7M to $345.6M compared to the last half-year, remaining well within the $420M bank facility

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