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ArborGen Holdings (ARB) investor relations material

ArborGen Holdings H1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H1 2026 earnings summary25 Nov, 2025

Executive summary

  • Record half-year sales revenue of $14.2m, up 11% year-over-year, driven by strong growth in Brazil while US South remains subdued due to market conditions.

  • Net loss after tax improved to $(0.6)m, a $1.5m improvement from the prior comparative period.

  • Adjusted US GAAP EBITDA was $(2.1)m, a 22% improvement year-over-year, reflecting operational efficiencies and cost control.

  • Strategic focus remains on expanding advanced genetics seedling sales and operational strength in both the US and Brazil.

Financial highlights

  • Sales revenue reached $14.2m for the six months ended 30 September 2025, up from $12.8m in the prior year.

  • Gross profit was $3.2m, slightly up from $3.1m year-over-year.

  • Net loss after tax narrowed to $(0.6)m from $(2.1)m in the prior year.

  • Cash at period end was $3.6m, with net debt increasing to $30.4m, mainly due to working capital and strategic capex.

  • Adjusted US GAAP EBITDA improved to $(2.1)m from $(2.7)m, excluding $0.2m in one-off items.

Outlook and guidance

  • Full-year guidance maintained for year-on-year improvements in revenue and gross margin.

  • FY26 Adjusted US GAAP EBITDA expected between $11m and $12m, at least 25% higher than FY25.

  • Brazil expected to continue volume growth, with some short-term margin impact from excess market capacity.

  • US South market conditions to remain weak until at least 2026, but focus remains on higher-value products and emerging carbon market opportunities.

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Frequently asked questions

ArborGen Holdings Limited is a forestry biotechnology company focused on the development, production, and sale of advanced tree seedlings for the forestry industry. The company provides genetically improved seedlings, primarily for commercial pine, eucalyptus, and hardwood plantations, designed to enhance growth rates, wood quality, and environmental resilience. ArborGen’s products serve clients globally, helping them increase yield and sustainability in wood production. The company is headquartered in Auckland, New Zealand, and its shares are listed on the NZX.

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