Skellerup Holdings Limited Ordinary Shares

SKL.NZX

Industrials

Founded more than 100 years ago, Skellerup maintains its headquarters in New Zealand, with operations in North America, Asia, Europe, Australia and New Zealand. Skellerup designs, manufactures and sells engineered polymer products and vacuum systems for customers in dairy rubberware, water and related infrastructure, roofing, plumbing, automotive, mining, sporting, health and a range of other applications.

Market Data

Price

$6.150

+0.0%
Market Cap

$1.2B

P/E Ratio

20.3x

EPS

$0.302

Div. Yield

5.28%

52-Week Change

+0.4%

Latest Earnings

Annual Shareholders Meeting Results

23 October 2025

Skellerup Holdings Limited held its Annual Shareholder Meeting on 23 October 2025 in Christchurch, with shareholders voting on three resolutions. All resolutions passed comfortably, including the re-election of Rachel Farrant (98.66% for) and David Mair (93.79% for) as Directors, and authorisation for Directors to fix auditor fees (99.70% for). This announcement contains no financial results or earnings data. Key points: Rachel Farrant re-elected as Director with strong 98.66% shareholder support; David Mair re-elected as Director with 93.79% shareholder support; Auditor fee authorisation passed with 99.70% approval, reflecting strong governance confidence

Recent Announcements

26 May 2026 Insider Neutral

D&O Disclosure - David Cushing

David Cushing, a director of Skellerup Holdings Limited, disposed of 200,015 ordinary shares (SKL) through three separate transactions between May 20-21, 2026, reducing his relevant interest from 7,200,015 to 7,000,000 shares. The disposals involved sales from Fairway Finance Limited and the Estate of Selwyn John Cushing for total consideration of approximately $1,180,182.

19 May 2026 Insider Neutral

D&O Disclosure - David Cushing

David Cushing, a director of Skellerup Holdings Limited, increased his relevant interest in SKL shares from 7,000,000 to 7,200,015 shares (a 200,015 share increase) through inheritance of interests in two entities: Fairway Finance Limited (100,015 shares) and the Estate of Selwyn John Cushing (100,000 shares).

23 Feb 2026 Insider Neutral

Ongoing Disclosure Notice - Mair

David Mair, a director of Skellerup Holdings Limited (NZX: SKL), sold 1,800,000 ordinary shares on 20 February 2026 in an on-market sale for $9,900,000, reducing his holding from 3,600,000 to 1,800,000 shares held as trustee of the DM2 Investment Trust.

12 Feb 2026 Guidance Positive

Record first half, increased FY26 NPAT guidance

Skellerup delivered a record first half with NPAT of $28.9 million, up 20% on the prior period, driven by broad-based revenue growth of 11% to $183.5 million. The company increased its full-year NPAT guidance to $57-62 million and raised the interim dividend by 11% to 10.0 cents per share, reflecting strong operational performance across both Industrial and Agri divisions. Key points: Record first half NPAT of $28.9 million, up 20% on prior period; Broad-based revenue growth of 11% to $183.5 million across key applications; Strong EBIT growth of 16% to $40.6 million with both divisions performing well

19 Jan 2026 Date Announcement Neutral

HY26 Results Announcement Date & Presentation

Skellerup Holdings Limited (SKL) will release its half-year financial results for the period ended 31 December 2025 on Thursday, 12 February 2026, followed by a management presentation webinar at 10:00am NZ time the same day.

23 Oct 2025 Actual Results Neutral

Annual Shareholders Meeting Results

Skellerup Holdings Limited held its Annual Shareholder Meeting on 23 October 2025 in Christchurch, with shareholders voting on three resolutions. All resolutions passed comfortably, including the re-election of Rachel Farrant (98.66% for) and David Mair (93.79% for) as Directors, and authorisation for Directors to fix auditor fees (99.70% for). This announcement contains no financial results or earnings data. Key points: Rachel Farrant re-elected as Director with strong 98.66% shareholder support; David Mair re-elected as Director with 93.79% shareholder support; Auditor fee authorisation passed with 99.70% approval, reflecting strong governance confidence

18 Sep 2025 Sph Neutral

SPH Notice - Forsyth Barr Investment Management Limited

Forsyth Barr Investment Management Limited changed substantial holding from 12.250% to 13.550%.

20 Aug 2025 Actual Results Positive

Skellerup achieves another record result

Skellerup Holdings delivered record FY25 results with revenue of NZD 353.5M (+7%), EBIT of NZD 78.0M (+7%), and NPAT of NZD 54.5M (+16%), marking the ninth consecutive record EBIT result. The Agri Division rebounded strongly while Industrial Division grew more modestly amid OEM customer delays and geopolitical uncertainty. Looking ahead, tariffs on US-bound products (37% of group revenue) are the key risk for FY26, though management expects to offset impacts through pricing, cost and manufacturing initiatives. Key points: Ninth consecutive record EBIT result at NZD 78.0M, now 2.6x the FY16 level, demonstrating sustained long-term compounding growth; NPAT grew 16% to NZD 54.5M (underlying NPAT +9% to NZD 54.5M), with underlying EPS rising 9% to 27.8 cents per share; Record full-year dividend of 25.5 cents per share (+6%), representing 92% of NPAT, reflecting Board confidence in the business

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