Ridley Corporation Limited (RIDYF) Earnings Dates, Call Summary & Reports

Q: When does Ridley Corporation Limited (RIDYF) report earnings?

Ridley Corporation Limited (RIDYF) is schdueled to report earning on Aug 26, 2026, TBA (Confirmed).

Q: What is Ridley Corporation Limited (RIDYF) earnings time?

Ridley Corporation Limited (RIDYF) earnings time is at Aug 26, 2026, TBA (Confirmed).

Q: Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

Q: What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

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Earnings Data

Report Date

Aug 26, 2026

TBA (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

―

Last Year’s EPS

0.05

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 2 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:Feb 26, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presents a largely positive operational and strategic picture: group underlying EBITDA grew (H1 underlying EBITDA +9%), Bulk Stockfeeds performed strongly (+25% EBITDA with robust volume growth), the fertiliser acquisition is delivering early margin/cost benefits and a provisional bargain gain, and operating cash flow and leverage metrics are healthy (operating cash flow $128m; covenant leverage 0.8x). Offsetting these positives are a pronounced decline in the Packaged & Ingredients segment (EBITDA -28%), temporary processing disruptions (Maroota dam, Timaru commissioning delays), commodity headwinds for protein meals, and acquisition-related debt and one-off costs that increased finance expense. Management has clear integration and cost-saving plans (headcount reductions, ERP migration, debottlenecking projects) and expects H2 improvement, but near-term risks from seasonality and processing issues remain.

Company Guidance

Guidance from the call is that Ridley expects FY‑26 group earnings growth driven by nine months’ contribution from the acquired Fertilisers business (IPF) including the H2 seasonal demand peak, continued market‑share and volume‑driven operating‑efficiency gains in Bulk Stockfeeds, processing improvements in Packaged & Ingredients from recent capex, and a modest commodity price recovery in H2; key metrics cited include H1 underlying EBITDA $55.4m (up 9% PCP) with combined segment EBITDA $63m (Bulk $27.1m, +25%; Packaged & Ingredients $25.6m, -28%; Fertiliser $10.3m, above guidance), operating cash flow $128m, interim dividend $0.051/share (fully franked, up from $0.0475), H1 depreciation & amortisation $18.6m, finance costs $8.7m, an underlying tax rate of 29.9%, the IPF acquisition cash outlay $357m (total consideration $433m) with a provisional bargain purchase gain $56m and net significant gains after tax $31.4m, net debt increased during the period by ~$321m to fund the acquisition (but bank leverage remains comfortably within covenants at 0.8x), available facilities increased by $500m to $690m (including a $200m revolver and $300m working‑capital facility), expected working‑capital peak for Fertilisers ~+$200m vs Dec (fully funded), cost saves of $8m p.a. from a 45‑role restructure (one‑off ~$3m in FY‑26), $30m IT migration capex with $7m p.a. run‑rate synergies from CY‑27, and ongoing target of modest core‑business EBITDA growth for FY‑26.

Underlying EBITDA Growth

Underlying EBITDA of $55.4 million, a 9% increase on the prior corresponding period (PCP); combined segment EBITDA of ~$63 million for the half, demonstrating overall earnings growth despite integration activity.

Bulk Stockfeeds Strong Performance

Bulk Stockfeeds delivered EBITDA of $27.1 million, up 25% on PCP, driven by volume growth (ruminant +13%, monogastric +7%), higher-margin supplementary feeding, and Ridley Direct commercial gains; result achieved despite $1.7 million of lost earnings in FY'25 from the sold Wadley mill.

Fertiliser Segment Outperformance and Strategic Acquisition

Fertiliser contributed EBITDA of $10.3 million from 3 months (above the top end of expectations and above PCP) due to cost control and margin management. Acquisition summary: total consideration $433 million (cash outlay $357 million), fair value of assets acquired ~$489 million (including ~$386 million working capital). A provisional bargain purchase gain of $56 million was recognized, producing net individually significant gains after tax of $31.4 million in the period.

Strong Operating Cash Flow and Balance Sheet Metrics

Operating cash flow of $128 million. Excluding the acquisition, working capital reduced by $72.5 million and net debt (pro forma/excluding acquisition effects) reduced by $22.4 million. Post-acquisition bank leverage for covenant purposes reported at 0.8x and debtor days remained healthy at 33 days.

Dividend Increase and Capital Allocation Discipline

Board declared a progressive interim dividend of $0.051 per share, fully franked (up from $0.0475 in H1 FY'25, ~+7.4%). Dividend payout is ~59% of underlying NPAT and capital allocation priorities (maintenance capex, targeted leverage range) were maintained.

Cost Savings & Integration Plans

Restructure of the fertiliser business removed 45 roles, targeting ~$8 million per annum in savings from FY'27 (one-off cost ~ $3 million in FY'26). Migration to Ridley ERP (Microsoft Dynamics) estimated at ~$30 million with expected corporate synergies of ~$7 million p.a. from calendar 2027. Targeted debottlenecking investments (e.g., $5.7 million at Lara) and new product lines (1.6 million concentrates line at Gunbower) to support growth.

Ridley Corporation Limited (RIDYF) 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 >

RIDYF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 26, 2026	2026 (Q4)	- / -	0.045	―	―	―
Feb 26, 2026	2026 (Q2)	0.03 / 0.04	0.045	-14.06% (>-0.01)
Aug 20, 2025	2025 (Q4)	0.04 / 0.05	0.043	4.92% (<+0.01)
Feb 19, 2025	2025 (Q2)	0.05 / 0.05	0.046	-1.54% (>-0.01)
Aug 20, 2024	2024 (Q4)	0.04 / 0.04	0.044	-1.61% (>-0.01)
Feb 13, 2024	2024 (Q2)	0.05 / 0.05	0.045	3.17% (<+0.01)
Aug 16, 2023	2023 (Q4)	0.04 / 0.04	0.041	6.90% (<+0.01)	―	―
Feb 15, 2023	2023 (Q2)	0.04 / 0.04	0.048	-5.97% (>-0.01)	―	―
Aug 17, 2022	2022 (Q4)	0.04 / 0.04	0.033	26.09% (<+0.01)	―	―
Feb 16, 2022	2022 (Q2)	0.05 / 0.05	0.026	86.11% (+0.02)	―	―

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

RIDYF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 26, 2026	$1.77	$1.77	0.00%
Aug 20, 2025	$1.52	$1.52	0.00%
Feb 19, 2025	$1.66	$1.66	0.00%
Aug 20, 2024	$1.53	$1.56	+1.83%

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 Ridley Corporation Limited (RIDYF) report earnings?

Ridley Corporation Limited (RIDYF) is schdueled to report earning on Aug 26, 2026, TBA (Confirmed).

What is Ridley Corporation Limited (RIDYF) earnings time?

Ridley Corporation Limited (RIDYF) earnings time is at Aug 26, 2026, 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 RIDYF EPS forecast?

Currently, no data Available