The earnings call presented a mixed outlook for Nufarm. While the company showed strong performance in Crop Protection and reduced inventory days, the significant challenges faced by the omega-3 platform and increased leverage raised concerns. The outlook for North America remained uncertain due to competitive pressures and tariffs, although the company is taking steps to improve efficiency and profitability.

Company Guidance -

Q4 2025

During the Nufarm Limited 1H25 Results Call, CEO Greg Hunt provided detailed guidance on several performance metrics and strategic initiatives. The company reported an underlying EBIT of $103 million and earnings per share before material items of $7.02. The period ended with a leverage of 4.5 times, reflecting significant investments in Crop Protection and Seed portfolios. Nufarm is advancing its bioenergy platform, planning a threefold expansion in carinata area planted in 2025 compared to 2024, underpinned by a market development agreement with BP. The company is also targeting a $50 million annualized run rate savings in overhead costs by the end of FY25 and aims to reduce inventory days by 25 year-on-year. Capital expenditure for FY26 is projected to be around $200 million, indicating a shift beyond peak CapEx. The review of Seed Technologies has commenced, with UBS assisting in exploring capital structure options to accelerate growth, although there is no certainty of a transaction. Additionally, Brent Zacharias highlighted challenges in the omega-3 canola platform due to temporary fish oil market oversupply, with a $28 million write-down of inventories, yet expressed confidence in long-term omega-3 demand.

Strong Market Position in Seed Technologies

Nufarm's hybrid canola, sorghum, and sunflower seeds platforms have a strong market position, delivering over $200 million in revenue annually with high margins and strong cash generation.

Significant Opportunities in Bioenergy

Nufarm's bioenergy platform, led by carinata, is underpinned by a 10-year agreement with BP, with plans for a 3x expansion in carinata area planted in 2025 compared to 2024.

Strong Recovery in Crop Protection

Nufarm reported underlying EBIT from Crop Protection up 34% year-on-year, with notable improvements in profitability in Europe and APAC.

Reduction in Inventory Days

Nufarm achieved a 22-day year-on-year reduction in inventory days at the half-year and is on track for a 25-day reduction by the end of financial year '25.

Improved Net Working Capital

Net working capital to sales improved to 39.2%, indicating better efficiency in using the balance sheet.

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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