The earnings call presented a mixed outlook. While there were notable achievements in Crop Protection and bioenergy expansion, the company faced significant challenges with omega-3 profitability and increased leverage. The decision to explore outside equity for Seed Technologies indicates both potential growth and financial constraints.

Company Guidance

In the Nufarm Limited 1H25 results call, CEO Greg Hunt outlined several key metrics and strategic initiatives. The company reported an underlying EBIT of $103 million and earnings per share before material items of $7.02, with leverage standing at 4.5 times. Nufarm's Seed Technologies division generated over $200 million in annual revenue, driven by its hybrid canola, sorghum, and sunflower seeds platforms. Despite challenges in the omega-3 segment leading to a $28 million inventory write-down, the company plans a threefold expansion of carinata plantings by 2025. Nufarm is pursuing a $50 million reduction in annualized overhead costs by the end of FY25 and aims to reduce inventory by 25 days year-on-year by the same period. Moreover, capital expenditure is expected to be around $200 million in FY26. The company is exploring alternative structures for Seed Technologies to enhance growth, engaging UBS to assist in reviewing capital structure options and emphasizing the potential value in new technologies like Biomass Oil Trait.

Strong Performance in Crop Protection

Underlying EBIT from Crop Protection increased by 34% year-on-year, with improvements in APAC and Europe despite weather headwinds in Australia.

Expansion in Bioenergy

A significant 3x expansion in carinata area planted in 2025 compared to 2024, supported by a 10-year agreement with BP.

Reduction in Inventory Days

Achieved a 22-day year-on-year reduction in inventory, on track for a 25-day reduction by end of fiscal year 2025.

Strategic Partnerships

New agreements with Unilever and BP to develop Biomass Oil and a collaboration with Hort Innovation for a robotic sprayer in Australia.

Nufarm Limited (AU:NUF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AU:NUF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 19, 2025	2025 (Q4)	0.02 / -	-0.084	―	―	―
May 20, 2025	2025 (Q2)	0.17 / 0.07	0.107	-33.64% (-0.04)
Nov 13, 2024	2024 (Q4)	-0.11 / -0.08	-0.053	-58.49% (-0.03)
May 22, 2024	2024 (Q2)	0.17 / 0.11	0.36	-70.28% (-0.25)
Nov 14, 2023	2023 (Q4)	-0.05 / -0.05	-0.011	-381.82% (-0.04)
May 17, 2023	2023 (Q2)	0.22 / 0.36	0.339	6.19% (+0.02)
Nov 15, 2022	2022 (Q4)	-0.05 / -0.01	0.043	-125.58% (-0.05)	―	―
May 18, 2022	2022 (Q2)	0.22 / 0.34	0.145	133.79% (+0.19)	―	―
Nov 16, 2021	2021 (Q4)	0.08 / 0.04	0.104	-58.65% (-0.06)	―	―
May 19, 2021	2021 (Q2)	- / 0.14	-0.346	141.91% (+0.49)	―	―

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

AU:NUF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 20, 2025	AU$4.02	AU$2.81	-30.10%
Nov 13, 2024	AU$3.66	AU$3.88	+6.01%
May 22, 2024	AU$5.04	AU$4.69	-7.08%
Nov 14, 2023	AU$4.36	AU$4.71	+8.09%

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 Nufarm Limited (AU:NUF) report earnings?

Nufarm Limited (AU:NUF) is schdueled to report earning on Nov 19, 2025, TBA (Confirmed).

What is Nufarm Limited (AU:NUF) earnings time?

Nufarm Limited (AU:NUF) earnings time is at Nov 19, 2025, 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 the P/E ratio of Nufarm Limited stock?

The P/E ratio of Nufarm Limited is N/A.

What is AU:NUF EPS forecast?

AU:NUF EPS forecast for the fiscal quarter 2025 (Q4) is 0.02.

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