)
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
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Explore our global coverage