Australia · Delayed Price · Currency is AUD Ridley Corporation Earnings Call Transcripts
Fiscal Year 2026
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Underlying EBITDA rose 9% year-over-year to AUD 55.4 million, driven by the new fertilizers segment and strong bulk stock feeds, while packaged and ingredients faced short-term headwinds. Integration of the IPF acquisition is progressing, with cost synergies and capital projects underway.
Fiscal Year 2025
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The meeting highlighted strong FY25 financial growth, the strategic acquisition of Incitec Pivot Fertilisers, and ongoing integration efforts. Shareholders approved key resolutions, discussed risks such as Phosphate Hill closure, and received updates on dividends, governance, and new product initiatives.
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Record EBITDA and net profit growth were achieved, supported by strong segment performance, disciplined capital management, and successful acquisitions. FY 2026 guidance points to further earnings growth, margin expansion, and integration of the Incitec Pivot Fertilisers business.
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EBITDA and net profit grew year-on-year, driven by strong OMP integration, pet food sales, and disciplined capital management. A business reset is underway to deliver AUD 5 million in annualized cost savings, with further efficiency and volume gains expected in H2 and FY2026.
Fiscal Year 2024
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The AGM covered strong FY2024 financial results, ongoing capital investment, and a progressive dividend policy. Strategic acquisitions and sustainability initiatives were highlighted, with management addressing safety, board succession, and market challenges. Voting results will be published online.
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Underlying EBITDA grew 4.9% year-over-year, driven by bulk stock feed gains and the OMP acquisition, while net profit after tax rose 1% excluding significant items. The business announced a higher dividend, a $20M buyback, and expects further growth in FY 2025 despite soft commodity prices.