The earnings call presented a mixed picture. While there were significant improvements in financial metrics, a record milk price, and a major asset sale to Abbott, challenges such as manufacturing issues at Dunsandel and a net loss after tax cannot be overlooked. The sentiment is largely positive due to the successful asset sale and improved cash flow, but awareness of ongoing operational challenges is necessary.

Company Guidance

During Synlait Milk's Full Year 2025 Results Call, the company announced a binding conditional agreement to sell its North Island assets to Abbott for USD 178 million (approximately NZD 307 million), with completion targeted for April 1, 2026. This sale, subject to shareholder approval and regulatory consents, will enable Synlait to reduce its debt significantly, with a goal of being largely debt-free by the end of FY '26. Synlait reported a total group EBITDA of $50.7 million, an increase of $54.8 million from FY '24, and a net loss after tax of $39.8 million, reflecting a 78% year-on-year improvement. The company's total revenue rose to a record $1.8 billion, up 12%, with group revenue increasing notably due to broad-based growth across its business segments. Operational cash flow surged by 451% to $165.5 million, while gross profit reached $105.3 million. Synlait's debt level decreased by 55% during FY '25, with net debt now at $250.7 million. The final milk price for the 2024-2025 season was a record $10.16 per kilo of milk solids, supplemented by Synlait's incentive program and secured milk premiums for South Island farmers.

North Island Asset Sale to Abbott

Synlait entered into a binding conditional agreement to sell its North Island assets to Abbott for USD 178 million (NZD 307 million). The sale will help Synlait become largely debt-free by the end of FY '26.

Improved Financial Performance

Group EBITDA improved by $54.8 million, with total revenue increasing by 12% to $1.8 billion. Operating cash flow increased by 451% to $165.5 million.

Advanced Nutrition Segment Growth

Strong customer demand led to a $21.1 million increase in underlying gross profit in the Advanced Nutrition segment.

Record Milk Price

Synlait confirmed a record final milk price for the 2024/2025 season at $10.16 per kilo of milk solids.

Dairyworks Performance

The Consumer and Foodservice segment achieved a $9.3 million increase in gross margin. Dairyworks saw a 53% growth in cheese export volumes.

Synlait Milk Ltd. (AU:SM1) Earnings, Revenues Date & History

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AU:SM1 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 25, 2026	2026 (Q2)	- / -	0.009	―	―	―
Sep 28, 2025	2025 (Q4)	- / -0.07	-0.472	85.59% (+0.40)	―	―
Mar 23, 2025	2025 (Q2)	- / <0.01	-0.293	103.07% (+0.30)	―	―
Sep 29, 2024	2024 (Q4)	- / -0.47	-0.08	-490.00% (-0.39)	―	―
Apr 01, 2024	2024 (Q2)	-0.03 / -0.29	0.02	-1565.00% (-0.31)	―	―
Sep 24, 2023	2023 (Q4)	- / -0.08	0.044	-281.82% (-0.12)	―	―
Mar 27, 2023	2023 (Q2)	0.05 / 0.02	0.118	-83.05% (-0.10)	―	―
Sep 27, 2022	2022 (Q4)	- / 0.04	-0.148	129.73% (+0.19)	―	―
Mar 31, 2022	2022 (Q2)	0.12 / 0.12	0.03	293.33% (+0.09)	―	―
Sep 26, 2021	2021 (Q4)	-0.17 / -0.15	0.251	-158.96% (-0.40)	―	―

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:SM1 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 27, 2023	AU$2.24	AU$2.18	-2.68%
Sep 27, 2022	AU$3.17	AU$3.03	-4.42%
Mar 31, 2022	AU$2.98	AU$3.15	+5.70%

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 Synlait Milk Ltd. (AU:SM1) report earnings?

Synlait Milk Ltd. (AU:SM1) is schdueled to report earning on Mar 25, 2026, After Close (Confirmed).

What is Synlait Milk Ltd. (AU:SM1) earnings time?

Synlait Milk Ltd. (AU:SM1) earnings time is at Mar 25, 2026, After Close (Confirmed).

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What is the P/E ratio of Synlait Milk Ltd. stock?

The P/E ratio of Synlait Milk Ltd. is N/A.

What is AU:SM1 EPS forecast?

Currently, no data Available