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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Bega Cheese
Bega Cheese (BGA) investor relations material
Bega Cheese AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary20 Oct, 2026
Opening remarks and agenda
Quorum was confirmed; agenda covered FY2026 reports, shareholder questions, remuneration report adoption, director elections and a constitutional amendment.
Financial performance review
FY2026 revenue was $3.8bn, up 6.7%; normalised EBITDA was $225.6m, up 12%, with a 6.0% margin, up 0.3 ppts.
Normalised profit after tax was $69.0m, up 36%; EPS was 22.6c, up 36%; return on funds employed reached 10.0%, up 1.6 ppts.
Operating cash flow was $129.3m, down $35.7m YoY; capital and intangible expenditure was $109.8m, up from $94.4m.
Net debt was $151.6m, up $25.5m, largely reflecting $37.1m of restructuring cash payments; leverage remained 0.8x.
Board and executive committee updates
Peter Margin and Terry O’Brien stood for election; Margin intended to serve the full three-year term, with any further term dependent on his health and shareholder views.
Barry Irvin was Executive Chairman and Pete Findlay CEO; Irvin said succession relied on capable board and executive teams, combining experienced and newer leaders.
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Latest events from Bega Cheese
- Profit and revenue surged, with FY2027 EBITDA guidance at $240–$245m and robust outlook.BGA
H2 2026 - Five-year plan targets growth in core dairy, efficiency gains, and international expansion.BGAInvestor Day 2026 presentation
- EBITDA up over 20% and revenue up 5% in 1H FY2026; guidance raised on strong branded growth.BGAH1 2026
- Revenue, profit, and dividends rose sharply as all AGM resolutions passed with strong support.BGAAGM 2025
- FY2025 saw 23% EBITDA growth, Bulk recovery, and strong FY2026 guidance for further gains.BGAH2 2025
- Branded growth, higher dividends, and efficiency gains drove strong FY2024 results.BGAAGM 2024
- Branded segment growth and efficiency gains drove 4% revenue rise and strong FY2025 outlook.BGAH2 2024
- Normalised EBITDA up 44% to $110.3M, with profit and dividend growth in 1H FY2025.BGAH1 2025
Next Bega Cheese earnings date
H1 202718 Feb, 2027
Bega Cheese
Next Bega Cheese earnings date
H1 202718 Feb, 2027
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Frequently asked questions
Bega Cheese Limited is a dairy producer, located in Bega NSW, Australia. The company processes, manufactures, and distributes dairy and other food-related products. Their product range includes dairy products, including cheese and food ingredients; and oilseed products such as rapeseed oil and canola meal. They also produce proprietary foods such as their iconic brand of Yoghurt Pot made from 100% unpasteurised milk. Bega Cheese Limited was formerly known as Bega Cheese Industries Ltd. Bega Cheese Limited is based in Bega, Australia.