The earnings call presented a strong overall performance with significant revenue growth, market share gains, and strategic product launches. However, challenges such as increased costs impacting EBITDA and market pressures in China were also highlighted. Despite these challenges, the company's outlook remains positive with upgraded guidance for FY'25.

Company Guidance -

Q4 2025

In a recent call, The a2 Milk Company provided updated guidance for FY25, highlighting strong first-half results that prompted an upgrade in full-year revenue expectations to low to mid-double-digit percentage growth on FY24. The company achieved a 10% increase in revenue, driven by double-digit growth in English label Infant Milk Formula (IMF) and record market share in China label, despite supply constraints. EBITDA grew by 5%, impacted by significant air freight costs, but excluding these, it would have increased by 12% with a margin of 14.2%. Net profit after tax and EPS rose by 7.5%, and the company declared an interim dividend of $0.085 per share. The outlook for the second half remains positive, with stronger-than-expected demand for a2 Platinum and higher Liquid Milk sales, particularly in the US. The company is also focused on its supply chain transformation and aims to achieve profitability in its US and MVM businesses, with a long-term revenue ambition of $2 billion.

Strong Revenue Growth

The a2 Milk Company reported a 10% revenue growth, reaching $893 million, which was at the top end of their guidance range.

Record Market Share in China

Achieved a record high China label IMF market share of 5.3% despite supply constraints.

Dividend Declaration

The company declared its first ever dividend of $0.085 per share, fully imputed and fully franked.

Upgraded FY'25 Guidance

Following strong first half results, a2 Milk upgraded its FY'25 revenue guidance to low to mid-double-digit percent growth on FY'24.

English Label IMF Growth

Achieved double-digit revenue growth in the English label IMF, with revenue growth of 13%.

Expansion and Innovation

Launched new products targeting various life stages and initiated China-based manufacturing for a fortified seniors nutrition range.

a2 Milk Company (AU:A2M) 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:A2M Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 18, 2025	2025 (Q4)	- / -	0.106	―	―	―
Feb 16, 2025	2025 (Q2)	- / 0.12	0.109	7.04% (<+0.01)
Aug 18, 2024	2024 (Q4)	- / 0.11	0.109	-2.82% (>-0.01)
Feb 18, 2024	2024 (Q2)	- / 0.11	0.095	14.52% (+0.01)
Aug 20, 2023	2023 (Q4)	- / 0.11	0.086	26.79% (+0.02)
Feb 19, 2023	2023 (Q2)	- / 0.09	0.086	10.71% (<+0.01)
Aug 28, 2022	2022 (Q4)	- / 0.09	-0.058	247.37% (+0.14)	―	―
Feb 21, 2022	2022 (Q2)	- / 0.09	0.167	-48.62% (-0.08)	―	―
Aug 26, 2021	2021 (Q4)	- / -0.06	0.26	-122.35% (-0.32)	―	―
Feb 25, 2021	2021 (Q2)	- / 0.17	0.248	-32.72% (-0.08)	―	―

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:A2M Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 21, 2022	AU$5.25	AU$5.83	+11.14%

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 a2 Milk Company Ltd. (AU:A2M) report earnings?

a2 Milk Company Ltd. (AU:A2M) is schdueled to report earning on Aug 18, 2025, TBA (Confirmed).

What is a2 Milk Company Ltd. (AU:A2M) earnings time?

a2 Milk Company Ltd. (AU:A2M) earnings time is at Aug 18, 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 a2 Milk Company Ltd. stock?

The P/E ratio of a2 Milk Company is N/A.

What is AU:A2M EPS forecast?

Currently, no data Available

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