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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Bubs Australia (BUB) investor relations material
Bubs Australia H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary29 Aug, 2025
Executive summary
Achieved FY25 revenue of $102.5M, surpassing the $100M target, with 29% year-over-year growth driven by strong demand in the USA and other key markets.
Gross profit margin reached 48%, exceeding the 40% commitment, and positive underlying EBITDA of $0.6M was delivered, a turnaround from a $20.3M loss in FY24.
Positive operating cash flow of $6.1M, a significant turnaround from prior year’s negative cash flow, and net assets of $42.5M.
Over 80% of sales now from international markets, with the USA comprising 52% of group revenue.
CEO and CFO emphasized operational resilience, strategic focus, and a forthcoming strategy update in late November 2025.
Financial highlights
Revenue increased by $22.8M year-over-year to $102.5M, with the USA contributing 52% of total revenue.
Gross profit dollars up 27% year-over-year to $49.1M, with an improved gross margin of 48%.
Operating expenses reduced by 23% due to cost optimization and a $3.0M provision release from a legal settlement.
Net profit after tax was $5.5M, a significant improvement from a $21.0M loss in FY24.
Cash and cash equivalents at period end: $17.4M, with borrowings eliminated after repaying the NAB debt facility.
Outlook and guidance
Inventory rebuild planned over the next 3-5 months to meet increased demand, especially in the USA.
Gross margin expected to normalize between 40%-45% in FY26, factoring in tariffs and potential airfreight costs.
Marketing investment to increase, focusing on brand building in the USA and other key markets.
Strategy update to be presented in late November 2025, aiming to map out full potential and growth milestones.
Inventory rebuild: H1 FY26 OCF impact?
US tariffs: Gross margin outlook?
FDA permanent access: When is notification?
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Eferix Drawings Google Play
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Frequently asked questions
Bubs Australia Limited produces and markets infant nutrition products, including organic infant formula, baby food, and goat milk-based products. The company distributes its products domestically and internationally through retail and online channels. Bubs Australia focuses on the premium infant nutrition segment with an emphasis on quality and traceability. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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