Australian Agricultural Company Limited (ASAGF)
OTHER OTC:ASAGF
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Earnings Data
Report Date
Nov 18, 2026TBA (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.1Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong operational and financial momentum: record operating profit (+23%), revenue growth (+9%), improved prices (+8% Wagyu) and a growing herd (+6%) alongside strategic investments in genetics, finishing capacity and ESG projects. These positives were balanced by discrete but manageable challenges — a significant flood loss (~7,000 head), geopolitical-driven supply chain cost increases (freight ~+20%), tariff headwinds and a statutory profit partly driven by unrealized livestock valuation gains. Core free cash flow remains small ($0.8m) and carbon credit benefits are multi‑year. Overall, highlights substantially outweigh the lowlights, though management flagged several risks to monitor into FY'27.Company Guidance
Record Operating Profit
Operating profit of $71.6 million, up 23% versus prior year — the strongest full-year result since the metric was introduced in 2019; record result driven by sales execution and disciplined cost management.
Revenue Growth
Total sales revenue of $422.1 million, an increase of 9% year-on-year, driven by higher prices and steady volumes across beef and cattle sales.
Wagyu Price Improvement
Average Wagyu beef sales price increased by 8%, supporting margin expansion while volumes were broadly maintained.
Beef and Cattle Sales Strength
Total beef sales $314.4 million, up $20.5 million year-on-year; cattle sale prices up ~17% as timing was adapted to capture market demand.
Herd Expansion and Livestock Valuation
Herd grew ~6% (nearly 30,000 head) to 482,000 despite flood losses; livestock value improvement totaled $178.3 million (including a $128.6 million unrealized fair value gain).
Balance Sheet and NTA Improvement
Net tangible assets increased to $1.8 billion ($2.92 per share), up 15% year-on-year; pastoral property values increased by $153 million reflecting market value improvements.
Core Free Cash Flow Improvement
Core free cash flow improved by $11.4 million to $0.8 million, indicating better underlying cash generation excluding in-year strategic investments.
Operational Resilience and Capital Investments
Investments in sustainable stocking models, flood refuge banks and infrastructure limited damage in the North Queensland flood; 10% additional finishing capacity added at Goonoo Emerald to scale year‑round supply.
Strategic ESG and Innovation Progress
Glentana soil carbon project registered with the Clean Energy Regulator (eligible for ACCUs), Accounting for Nature certification achieved, major genetics/embryo transfer program progressed and partnerships (Sorensis, Athian) advanced.
ASAGF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ASAGF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2026 | $0.93 | $0.93 | +0.97% |
Nov 19, 2025 | $0.91 | $0.96 | +5.49% |
May 21, 2025 | $0.94 | $0.94 | -0.21% |
Nov 14, 2024 | $0.90 | $0.90 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Australian Agricultural Company Limited (ASAGF) report earnings?
Australian Agricultural Company Limited (ASAGF) is schdueled to report earning on Nov 18, 2026, TBA (Confirmed).
What is Australian Agricultural Company Limited (ASAGF) earnings time?
Australian Agricultural Company Limited (ASAGF) earnings time is at Nov 18, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ASAGF EPS forecast?
Currently, no data Available