Nufarm Limited (NUF) AI Stock Analysis

• Market Cap: $988.25M
• Dividend Yield: 3.97%
• Average Volume (3M): 1.31M
• Price to Earnings (P/E): ―
• Beta (1Y): 0.83
• Revenue Growth: 3.49%
• EPS Growth: -757.04%
• Country: AU
• Employees: 3,159
• Sector: Basic Materials
• Sector Strength: 66
• Industry: Agricultural Inputs
• EPS (TTM): 0.07
• Shares Outstanding: 383,043,730
• 10 Day Avg. Volume: 1,303,960
• 30 Day Avg. Volume: 1,308,622
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 3.18
• Enterprise Value/Revenue: 0.94
• Enterprise Value/Gross Profit: 3.71
• Enterprise Value/Ebitda: 17.78
• 1Y Price Target: $2.94
• Price Target Upside: 20.30% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 5

• Rating: 61 Neutral
• Price Target: AU$2.50 ▲(2.46% Upside)

Nufarm Limited's overall stock score reflects a challenging financial performance with declining profitability, offset by strong cash flow management and a stable balance sheet. Technical indicators suggest a bearish trend, while valuation metrics are negatively impacted by recent losses. The earnings call highlighted both strategic initiatives and financial constraints, contributing to a mixed outlook.

Nufarm Limited Business Overview & Revenue Model

Company Description

Nufarm Limited, together with its subsidiaries, develops, manufactures, and sells crop protection solutions and seed technologies in Europe, the Middle East, Africa, North America, and the Asia Pacific. It operates through two segments, Crop Protection and Seed Technology. The company's protection solutions include herbicides, insecticides, and fungicides that help growers protect crops against weeds, pests, and diseases. It focuses on crops, such as cereals; corn; soybean; pasture, turf, and ornamentals; and trees, nuts, vines, and vegetables. It also provides seed treatment products for the protection and treatment of damage caused by insects, fungus, and disease; and distributes sunflower, sorghum, and canola seeds. Nufarm Limited was founded in 1916 and is headquartered in Laverton North, Australia.

How the Company Makes Money

Nufarm Limited generates revenue primarily through the sale of its crop protection products, including herbicides, insecticides, and fungicides. These products are sold to agricultural producers, distributors, and retailers across various international markets. The company also makes money from its seed technologies division, which focuses on developing and commercializing innovative seed treatment solutions to improve crop productivity. Additionally, Nufarm benefits from strategic partnerships and collaborations with other agricultural and chemical companies, which can enhance its product offerings and market reach. Key factors contributing to its earnings include global agricultural trends, demand for food production, and the company's ability to innovate and effectively distribute its products.

Nufarm Limited Financial Statement Overview

Summary

Nufarm Limited is facing challenges with declining revenue and profitability, reflected in negative net income. However, the balance sheet shows reduced leverage and stable equity levels. The cash flow statement is a bright spot, with improved operating cash flow supporting operational resilience. Overall, while profitability remains a concern, the company's cash management and balance sheet stability provide a buffer.

Income Statement

Nufarm Limited has experienced fluctuating revenue with a decline in the most recent year. The gross profit margin for the latest year is approximately 25.1%, a decrease from the previous year, indicating challenges in maintaining profit levels. The net profit margin has turned negative, from 3.2% last year to -0.17% this year, highlighting profitability concerns. EBIT and EBITDA margins are unavailable for the current year due to zero EBIT, but EBITDA margin is around 7.9%, showing a decrease from prior performance.

Balance Sheet

The company's debt-to-equity ratio improved to 0.50 from 0.55, indicating a reduction in leverage. Return on equity has turned negative, reflecting the net loss. However, the equity ratio is stable at approximately 50%, suggesting a balanced capital structure. The improvement in net debt levels is a positive sign.

Cash Flow

Nufarm's operating cash flow has significantly improved, turning positive this year. The free cash flow to net income ratio is positive, indicating efficient conversion of profits into cash. However, free cash flow growth is not calculable due to negative figures in the prior year. The operating cash flow to net income ratio is strong, demonstrating robust cash generation relative to net income.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	3.35B	3.35B	3.48B	3.77B	3.22B	2.85B
Gross Profit	847.78M	840.37M	1.03B	972.59M	834.71M	734.73M
EBITDA	176.98M	263.77M	427.18M	416.84M	359.18M	-10.70M
Net Income	-10.44M	-5.60M	111.14M	107.44M	65.13M	-456.08M
Balance Sheet
Total Assets	4.43B	4.43B	4.63B	4.66B	4.37B	4.54B
Cash, Cash Equivalents and Short-Term Investments	463.56M	463.56M	410.96M	585.70M	724.22M	686.55M
Total Debt	1.10B	1.10B	1.26B	931.87M	1.04B	1.13B
Total Liabilities	2.22B	2.22B	2.32B	2.51B	2.25B	2.39B
Stockholders Equity	2.21B	2.21B	2.31B	2.15B	2.12B	2.14B
Cash Flow
Free Cash Flow	345.20M	219.43M	-352.36M	160.20M	281.70M	-400.42M
Operating Cash Flow	472.39M	472.39M	-125.62M	321.12M	424.19M	-231.51M
Investing Cash Flow	-262.22M	-207.46M	-241.73M	-240.41M	-146.30M	1.12B
Financing Cash Flow	-200.76M	-200.76M	185.98M	-264.37M	19.18M	-670.68M

Nufarm Limited Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 2.44
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:NUF, the sentiment is Negative. The current price of 2.44 is below the 20-day moving average (MA) of 2.55, below the 50-day MA of 2.51, and below the 200-day MA of 3.32, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 39.76 is Neutral, neither overbought nor oversold. The STOCH value of 31.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:NUF.

Nufarm Limited Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	61 Neutral	$10.31B	6.29	0.71%	2.95%	3.36%	-36.41%
NUF	61 Neutral	$988.25M	―	-1.17%	3.97%	3.49%	-757.04%
BC8	51 Neutral	AU$633.42M	―	-7.78%	―	―	-875.00%
SVM	42 Neutral	AU$469.03M	―	-77.74%	―	―	-654.93%
GG8	36 Underperform	AU$274.65M	―	-12.08%	―	―	46.56%
VUL	―	AU$907.24M	―	-13.59%	―	―	―
PDI	39 Underperform	AU$1.23B	―	-9.04%	―	―	-114.29%

Nufarm Limited Corporate Events

Nufarm Limited Announces Quotation of New Securities

Nufarm Limited has announced the issuance of 60,648 ordinary fully paid securities, which will be quoted on the Australian Securities Exchange (ASX). This move, part of an employee incentive scheme, reflects Nufarm’s ongoing efforts to align employee interests with company performance, potentially impacting its market positioning and stakeholder relations positively.

The most recent analyst rating on (AU:NUF) stock is a Hold with a A$2.80 price target. To see the full list of analyst forecasts on Nufarm Limited stock, see the AU:NUF Stock Forecast page.

Nufarm Faces Credit Rating Downgrade by S&P Global

Nufarm Limited has experienced a downgrade in its credit rating by S&P Global Ratings, with the long-term issuer credit rating moving from BB to BB- and its step-up securities from B to B-. This change in credit rating could impact Nufarm’s financial standing and investor confidence, potentially affecting its operations and market positioning.

The most recent analyst rating on (AU:NUF) stock is a Hold with a A$2.80 price target. To see the full list of analyst forecasts on Nufarm Limited stock, see the AU:NUF Stock Forecast page.

Host-Plus Increases Stake in Nufarm Limited

Nufarm Limited has announced a change in the substantial holding of its shares by Host-Plus Pty Limited, a significant player in the superannuation industry. Host-Plus has increased its voting power from 10.30% to 11.31%, indicating a strategic move to strengthen its influence within the company. This change in shareholding may impact Nufarm’s governance and decision-making processes, potentially affecting its market positioning and stakeholder interests.

The most recent analyst rating on (AU:NUF) stock is a Hold with a A$2.80 price target. To see the full list of analyst forecasts on Nufarm Limited stock, see the AU:NUF Stock Forecast page.

Nufarm Director Increases Stake with Share Acquisition

Nufarm Limited announced a change in the director’s interest, with Director Adrian Percy acquiring 19,000 fully paid ordinary shares through on-market trades. This acquisition, completed on June 9 and 10, 2025, reflects a strategic move that could signal confidence in the company’s future prospects and potentially impact stakeholder perceptions positively.

The most recent analyst rating on (AU:NUF) stock is a Hold with a A$2.80 price target. To see the full list of analyst forecasts on Nufarm Limited stock, see the AU:NUF Stock Forecast page.

Nufarm Director Increases Shareholding, Signaling Confidence in Future

Nufarm Limited has announced a change in the director’s interest, with Frederico Tripodi acquiring an additional 6,900 fully paid ordinary shares through on-market trades over three days in June 2025. This acquisition increases Tripodi’s indirect holding to 13,270 shares, reflecting a significant personal investment in the company, which may indicate confidence in Nufarm’s future performance and strategic direction.

The most recent analyst rating on (AU:NUF) stock is a Hold with a A$2.80 price target. To see the full list of analyst forecasts on Nufarm Limited stock, see the AU:NUF Stock Forecast page.

Nufarm Director Increases Shareholding

Nufarm Limited has announced a change in the director’s interest, with David John Jones acquiring 80,000 fully paid ordinary shares through an on-market trade. This acquisition increases his direct holding to 80,000 shares, while maintaining an indirect holding of 82,000 shares. The transaction was valued at $201,792, reflecting confidence in the company’s prospects.

The most recent analyst rating on (AU:NUF) stock is a Hold with a A$2.80 price target. To see the full list of analyst forecasts on Nufarm Limited stock, see the AU:NUF Stock Forecast page.

Nufarm Director Increases Stake with Share Acquisition

Nufarm Limited announced a change in the director’s interest, with Frederico Tripodi acquiring 6,370 ordinary shares through an on-market trade. This acquisition reflects an increased personal investment in the company, potentially signaling confidence in Nufarm’s future performance and strategic direction.

The most recent analyst rating on (AU:NUF) stock is a Hold with a A$2.80 price target. To see the full list of analyst forecasts on Nufarm Limited stock, see the AU:NUF Stock Forecast page.

Nufarm Limited Announces Change in Director’s Interest

Nufarm Limited has announced a change in the director’s interest, specifically involving Lynne Saint. On May 23, 2025, Ms. Saint acquired 4,969 fully paid ordinary shares under the Nufarm Limited Non-executive Director Share Rights Plan, while an equivalent number of rights vested under the FY25 NED Plan. This change reflects the company’s ongoing commitment to aligning director interests with shareholder value, potentially impacting stakeholder perceptions and the company’s governance practices.

The most recent analyst rating on (AU:NUF) stock is a Hold with a A$2.80 price target. To see the full list of analyst forecasts on Nufarm Limited stock, see the AU:NUF Stock Forecast page.

Nufarm Limited Announces Issuance of Unquoted Equity Securities

Nufarm Limited announced the issuance and conversion of unquoted equity securities, specifically 4,969 ordinary fully paid securities, as of May 23, 2025. This move reflects the company’s ongoing financial strategies and may impact its equity structure, potentially influencing investor perception and stakeholder interests.

The most recent analyst rating on (AU:NUF) stock is a Hold with a A$2.80 price target. To see the full list of analyst forecasts on Nufarm Limited stock, see the AU:NUF Stock Forecast page.

Nufarm Limited Corrects Director’s Shareholding Disclosure

Nufarm Limited has corrected an error in its previously lodged Appendix 3Y regarding the number of ordinary shares held indirectly by Director Greg Hunt. The total number of shares was misstated as 878,813 instead of the correct total of 928,813. This correction ensures accurate reporting of the director’s interests, maintaining transparency and compliance with ASX regulations.

The most recent analyst rating on (AU:NUF) stock is a Hold with a A$2.80 price target. To see the full list of analyst forecasts on Nufarm Limited stock, see the AU:NUF Stock Forecast page.

Nufarm Limited Addresses ASX Inquiry on Earnings Consistency

Nufarm Limited has responded to an ASX inquiry regarding its earnings for the half-year ended March 31, 2025. The company clarified that its earnings information, particularly the EBITDA, did not materially differ from market expectations, remaining within 10% of analyst consensus following an adjustment to its omega 3 inventory valuation. This response highlights Nufarm’s commitment to transparency and its proactive approach in addressing market concerns, ensuring stakeholders are informed about its financial performance.

The most recent analyst rating on (AU:NUF) stock is a Hold with a A$2.80 price target. To see the full list of analyst forecasts on Nufarm Limited stock, see the AU:NUF Stock Forecast page.

Nufarm Director Increases Stake with New Share Acquisition

Nufarm Limited has announced a change in the director’s interest, specifically involving Greg Hunt. Mr. Hunt has acquired 50,000 ordinary shares through an on-market trade, valued at $128,465.25. This acquisition reflects a strategic move to increase his indirect holdings in the company, potentially signaling confidence in Nufarm’s future performance. The transaction does not alter his direct holdings, but it does increase his indirect stake, which could have implications for stakeholder perceptions and the company’s market positioning.

The most recent analyst rating on (AU:NUF) stock is a Hold with a A$2.80 price target. To see the full list of analyst forecasts on Nufarm Limited stock, see the AU:NUF Stock Forecast page.