My Food Bag Group Limited Ordinary Shares

MFB.NZX

Consumer Discretionary

My Food Bag is an online food delivery business and New Zealand’s longest standing meal kit provider. Each week My Food Bag delivers thousands of bags full of nutritious, locally sourced ingredients along with easy-to-follow recipes direct to families across New Zealand. My Food Bag offers a broad range of meal kit bags in New Zealand under the My Food Bag, Bargain Box and Fresh Start brands and also has a range of ready-made meals with the MADE brand. Visit www.myfoodbag.co.nz.

Market Data

Price

$0.305

0.0%
Market Cap

$76.7M

P/E Ratio

11.4x

EPS

$0.027

Div. Yield

7.29%

52-Week Change

+0.4%

Latest Earnings

My Food Bag reports full year profitability up 5.3%

21 May 2026

Revenue
$170.20
+5.0% YoY
NPAT
$6.70
+5.3% YoY
Dividend
$0.01

My Food Bag Group delivered FY26 full-year revenue of NZ$170.2M (+5.0%), with NPAT of $6.7M (+5.3%) and EBITDA of $16.4M (+1.8%), demonstrating consistent profitable growth in a challenging consumer environment. Second-half momentum was particularly encouraging with H2 revenue growth of 6.2% year-on-year and gross margin improving to 49.5% in H2. The business enters FY27 with positive early trading (+5.1% revenue growth in first 7 weeks) and has commenced a strategic review of its ownership and capital structure, though cost headwinds from fuel supply disruption and ingredient inflation are emerging. Key points: H2 revenue growth accelerated to 6.2% YoY, demonstrating clear business momentum in the second half; Net debt reduced by $5.1M to $1.9M (from $15.3M three years ago), with free cash flow of $8.5M significantly strengthening the balance sheet; Total FY26 dividend of 1.90 cents per share (fully imputed), representing a 10.1% yield based on share price of $0.26 as at 13 May 2026

Recent Announcements

21 May 2026 Actual Results Positive

My Food Bag reports full year profitability up 5.3%

My Food Bag Group delivered FY26 full-year revenue of NZ$170.2M (+5.0%), with NPAT of $6.7M (+5.3%) and EBITDA of $16.4M (+1.8%), demonstrating consistent profitable growth in a challenging consumer environment. Second-half momentum was particularly encouraging with H2 revenue growth of 6.2% year-on-year and gross margin improving to 49.5% in H2. The business enters FY27 with positive early trading (+5.1% revenue growth in first 7 weeks) and has commenced a strategic review of its ownership and capital structure, though cost headwinds from fuel supply disruption and ingredient inflation are emerging. Key points: H2 revenue growth accelerated to 6.2% YoY, demonstrating clear business momentum in the second half; Net debt reduced by $5.1M to $1.9M (from $15.3M three years ago), with free cash flow of $8.5M significantly strengthening the balance sheet; Total FY26 dividend of 1.90 cents per share (fully imputed), representing a 10.1% yield based on share price of $0.26 as at 13 May 2026

8 May 2026 Date Announcement Neutral

FY26 Results Announcement Date and Briefing Details

My Food Bag Group Limited will release its FY26 annual results on Thursday, 21 May 2026 prior to market opening, with a management briefing conference call scheduled for 11am the same day.

28 Apr 2026 Neutral

My Food Bag announces review

My Food Bag Group Limited has appointed Cameron Partners Limited to conduct a review of its ownership, capital structure, and strategic options, citing improved business performance that has not yet been reflected in its share price. The company emphasizes there is no certainty any transaction will result, and continuing as an NZX-listed company remains a possible outcome.

17 Mar 2026 Neutral

My Food Bag - Market Update: FY26 Momentum Continues

My Food Bag Group Limited (MFB) forecasts FY26 full year revenue growth of 4.9% with H2 revenue up 6.0% half-on-half, and expects net profit after tax of $6.4-$6.8 million (versus $6.3m in FY25), supported by improved gross margins, growing retained active customers, and new product offerings including High Protein and GLP-1 support ranges.

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