)
Allied Farmers (ALF) investor relations material
Allied Farmers H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Reported audited profit after tax of $2.613 million for FY26, down from $3.841 million in FY25, with profit attributable to shareholders rising to $2.989 million (FY25: $2.871 million).
Sale of 67.7% stake in NZ Farmers Livestock Limited (NZFL) completed on 1 December 2025, generating $5.878 million in cash and shifting focus to rural asset management and new investments.
Continuing operations posted a loss before tax of $0.907 million (FY25: $0.227 million profit), mainly due to lower NZRLM fee revenue and higher costs.
Financial highlights
Basic EPS increased 4.0% to 10.37 cps (FY25: 9.97 cps); NTA per share rose to $0.66 (FY25: $0.51).
Cash reserves at 30 June 2026 were $11.8 million, up from FY25, mainly from the NZFL sale.
Total assets valued at $47.4 million, with an implied net asset value of $1.64 per share, a 62% discount to market price.
No dividend paid in FY26.
Outlook and guidance
FY27 profit after tax expected to be materially lower due to non-recurrence of FY26 tax benefit and lack of new investments.
Board is actively seeking new investment opportunities to deploy cash reserves.
- Net profit after tax surged 56% to $5.2 million, with EPS and NTA per share both rising sharply.ALF
H2 2024 - Profit and EPS surged on NZFL sale; focus shifts to rural asset management and reinvestment.ALF
H1 2026 - Shareholders approved all resolutions, including a major asset sale and reinvestment focus.ALF
AGM 2025 - Adjusted profit rose year-over-year, with strong livestock prices and digital platform growth.ALF
H2 2025 - Strong EPS and asset growth, all resolutions passed, and tax loss preservation approved.ALF
AGM 2024 - FY2023 profit rose 16% as Allied Farmers expanded in rural land and livestock, securing key assets.ALF
ASM Presentation 2023 - Net profit before tax rose 27.81% to $2.486 million, driven by strong agency and finance results.ALF
H1 2025
Next Allied Farmers earnings date
Next Allied Farmers earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)