Elders Limited (EDESY)
OTHER OTC:EDESY
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Earnings Data
Report Date
Nov 16, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
0.28Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reported strong underlying operating performance: sales rose 32%, underlying EBIT grew 33% to $76.6m, gross margin expanded 27%, and cash conversion was exceptionally strong at 176.6%. Integration of Delta Ag is progressing and safety and systems milestones (new livestock system live, SysMod waves on track) were highlighted. Offsetting these positives are elevated transformation and corporate costs (including $13.5m SysMod spend), a $147m working capital build, elevated normalized leverage (~2.6x) pending Killara proceeds, seasonal and volume weaknesses in some livestock areas, and geopolitical supply risks that could pressure margins. Management positioned many of the cost and balance-sheet issues as temporary or weighted to H2/FY27 recoveries (Killara sale, Delta synergies, SysMod completion), and the tone was optimistic about returning to targeted leverage and extracting transformational benefits.Company Guidance
Strong Revenue Growth
Sales revenue increased by $426.4 million, up 32% year-on-year, supported by improved seasonal conditions in southern states and five months of Delta Ag sales.
Material EBIT Expansion
Underlying EBIT was $76.6 million, up 33% year-on-year, driven by broad growth across divisions including Crop Protection, Elders Rural Services and Delta Ag.
Robust Cash Generation and Conversion
Operating cash inflow was $67 million with cash conversion of 176.6% despite a winter crop working capital build; company expects further cash flow improvement in second half.
Gross Margin Growth and Diversification
Gross margin rose $83.1 million to $396.6 million (up 27%) with Delta Ag contributing $45.8 million (five months), Crop Protection GM +$10.4 million (+53.6%), ERS Agency GM +$11.2 million (+14.3%), Fertilizer GM +$1.5 million (+8.1%) and Real Estate GM +$4.5 million (+8.3%).
Delta Agribusiness Integration Progress and Synergies
Delta acquired Nov 2025 contributed five months of earnings and $45.8 million gross margin; fast-track synergy target of $8 million for year one is on track with the majority expected in H2 and a longer-term $12 million target over three years.
Operational Improvements and Safety
Significant safety improvement with lost time injuries reduced to 1 (from 34 in the first Eight Point Plan era) and continuous reduction in total recordable injury frequency rate; new ERS livestock system went live in April and SysMod Wave 3/4 remain on track.
Capital and Balance Sheet Actions
Killara Feedlot divestment expected June–July with proceeds earmarked for debt reduction; normalized core debt excluding receivables is $210 million and management forecasts leverage returning toward the 1.5–2x target during FY '26 as Delta earnings and Killara proceeds flow through.
Shareholder Return
Declared interim dividend of $0.18 per share.
EDESY Earnings History
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
FAQ
When does Elders Limited (EDESY) report earnings?
Elders Limited (EDESY) is schdueled to report earning on Nov 16, 2026, Before Open (Confirmed).
What is Elders Limited (EDESY) earnings time?
Elders Limited (EDESY) earnings time is at Nov 16, 2026, Before Open (Confirmed).
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What is EDESY EPS forecast?
Currently, no data Available