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Australian Agricultural Company (AAC) investor relations material
Australian Agricultural Company H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary19 Nov, 2025
Executive summary
Achieved record half-year operating profit of AUD 39.8 million, nearly double the prior period, driven by strong beef and cattle sales, higher prices, and strategic timing of live cattle sales.
Total revenue for H1 FY2026 was AUD 232.9 million, up 19% year-over-year, supported by higher average beef prices, increased demand, and global distribution expansion.
Statutory net profit after tax was AUD 82.2 million, up AUD 58.6 million year-over-year, aided by unrealized fair value gains on livestock.
Strategic focus advanced in Better Beef, land value, and sustainability, with investments in genetics, production capacity, and carbon projects.
Leveraged global brand portfolio, expanding into new markets and launching new product tiers.
Financial highlights
Operating profit reached AUD 39.8 million, the highest since the metric's introduction, almost double the prior period.
Total revenue reached AUD 232.9 million, up AUD 37.4 million year-over-year.
Gross margin increased 55% to AUD 76.4 million compared to the prior period.
Core free cash flow improved by AUD 19.5 million to AUD 7.7 million.
Net tangible assets per share increased 6% to AUD 2.70.
Outlook and guidance
Lower live cattle trading volumes expected in H2 after strong H1 sales.
Properties are resilient and well-positioned for the wet season, supporting long-term planning and supply chain control.
Removal of U.S. tariffs on Australian beef seen as a positive for future market opportunities.
Continued focus on productivity efficiencies and cost management to mitigate inflation impacts.
Strategic focus on Better Beef, production capacity expansion, and innovative technologies.
Implications of unrealized herd valuation increase
Tangible outcomes from strategic investments
Debt facility capacity and future investment plans
Future value from strategic investments
Strategy for US market post-tariff removal
Core free cash flow: future investment focus
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Next Australian Agricultural Company earnings date
H2 202620 May, 2026
Next Australian Agricultural Company earnings date
H2 202620 May, 2026
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Frequently asked questions
The Australian Agricultural Company Limited (AACo) is an iconic entity in the Australian agricultural landscape, known for its long-standing role in the country's cattle and beef production. Founded in 1824, AACo holds the distinction of being Australia's oldest continuously operating company. With a substantial operational footprint, the company owns and manages a strategic portfolio of properties, feedlots, and farms that span approximately 6.5 million hectares across Queensland and the Northern Territory, representing about 1% of Australia's total land mass. . The company is headquartered in Brisbane, Australia, and its shares are listed on the Australian Securities Exchange.
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