Earnings Data
Report Date
Aug 20, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
0.04Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
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
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.
RIDYF 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
RIDYF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $1.74 | $1.74 | 0.00% |
Aug 20, 2025 | $1.49 | $1.49 | 0.00% |
Feb 19, 2025 | $1.63 | $1.63 | 0.00% |
Aug 20, 2024 | $1.50 | $1.53 | +1.86% |
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 20, 2026, TBA (Confirmed).
What is Ridley Corporation Limited (RIDYF) earnings time?
Ridley Corporation Limited (RIDYF) earnings time is at Aug 20, 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