Australia · Delayed Price · Currency is AUD Inghams Group Earnings Call Transcripts
Fiscal Year 2026
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First half results were impacted by elevated operational costs and supply chain inefficiencies, but inventory reduction and cost initiatives are driving improved momentum. Revised FY26 EBITDA guidance reflects delayed operational recovery, with stronger performance expected in the second half.
Fiscal Year 2025
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The meeting reviewed stable but slightly lower financial results, a refreshed executive team, and ongoing strategic initiatives to address operational challenges and market share loss. Shareholders approved all resolutions, and management reaffirmed its commitment to cost savings, sustainability, and a strategy reset to drive future growth.
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FY 2025 delivered stable underlying EBITDA pre-AASB 16 amid Australian market headwinds, while New Zealand operations achieved strong growth, aided by the Bostock Brothers acquisition. FY 2026 guidance anticipates a second-half earnings recovery, with disciplined cost management and continued investment in automation and efficiency.
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First half FY25 EBITDA reached AUD 124 million, with revenue down 1.9% and strong cost control offsetting volume declines. New business wins replaced 75% of lost Woolworths volume, and the Bostock acquisition boosted New Zealand results. FY25 guidance and dividend were reaffirmed.
Fiscal Year 2024
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Record financial results were achieved with strong growth in revenue, profit, and dividends. Strategic investments, operational improvements, and sustainability initiatives were highlighted, while shareholder concerns focused on long-term value, margin targets, and competitive positioning.
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Record FY 2024 results driven by volume and margin growth, with strong performances in both Australia and New Zealand. FY 2025 guidance anticipates a 1%-3% volume decline due to the Woolworths contract, but EBITDA is forecast to remain stable or grow, supported by new business and cost efficiencies.