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Bega Cheese
Bega Cheese (BGA) investor relations material
Bega Cheese H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary19 Feb, 2026
Executive summary
Delivered strong first half results with 5% revenue growth and significant profit improvement, reflecting successful execution of a multi-year transformation strategy and operational focus.
Streamlined operations by reducing manufacturing sites, consolidating Strathmerton, exiting peanut processing, and automating logistics, while increasing output.
Invested in growth areas such as yogurt and milk-based beverages, launching high-protein, lactose-free, and 'better for you' products to meet evolving consumer needs.
Achieved significant improvement in staff engagement despite organizational changes.
Positioned for further growth domestically and internationally, with a strong balance sheet and reduced leverage.
Financial highlights
Net revenue rose 5.0% year-over-year to $1,871.3 million; normalised EBITDA up 20.9% to $133.4 million.
Net profit after tax increased 55.3% to $46.9 million; basic EPS up 45% to 17.1c.
Gross margin improved to 22.4%, up 0.6 points year-over-year.
ROFE reached 10.2%, nearly tripled from FY23.
Interim dividend increased 17% to 7.0c per share, fully franked.
Outlook and guidance
FY2026 normalised EBITDA guidance raised to $222m–$227m, up from previous $215–220m; on track to exceed $250m EBITDA by FY2028.
Aggressive capital allocation toward growth, especially in yogurt and milk-based beverages, with up to $110 million annual CapEx planned.
Expecting acceleration in branded EBITDA and margin expansion in FY27 as major investments deliver returns.
Bulk segment profit expected to normalize to $30–40 million long-term, with most profit in first half.
Seasonal factors and project completions may affect proportional full-year results.
Detail expected ROFE impact from growth CapEx?
What is the long-term bulk segment earnings outlook?
Reconcile branded revenue growth vs category growth?
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Next Bega Cheese earnings date
H2 202620 Aug, 2026
Bega Cheese
Next Bega Cheese earnings date
H2 202620 Aug, 2026
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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.
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