GrainCorp
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GrainCorp (GNC) investor relations material

GrainCorp AGM 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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AGM 2026 summary17 Feb, 2026

Opening remarks and agenda

  • Chair welcomed attendees to a hybrid AGM, introduced the board and executive team, and outlined housekeeping.

  • Acknowledged traditional custodians of the land and set the agenda, including financial review, board elections, and Q&A.

  • The meeting included addresses from the Chairman and the Managing Director & CEO, followed by items of business for shareholder consideration.

Financial performance review

  • Underlying EBITDA for FY25 was AUD 308 million, up from AUD 268 million in FY24.

  • Underlying NPAT reached AUD 87 million, compared to AUD 77 million in the previous year.

  • Total grain handled increased to 31.6mmt, oilseed crush volumes rose to 557kmt, and Animal Nutrition sales volumes grew to 713kmt.

  • Core cash position at year-end was AUD 321 million.

  • FY26 guidance: underlying EBITDA expected between AUD 200–240 million, NPAT between AUD 20–50 million, with lower agribusiness and agri-energy earnings forecast.

Board and executive committee updates

  • Samantha Hogg and Sarah Adam-Gedge were nominated and elected as Independent Non-Executive Directors in 2025.

  • Committee roles updated, with Samantha Hogg as incoming Audit & Risk Committee Chair.

  • Retiring director Kathy Grigg was acknowledged for her leadership and contributions.

  • Board unanimously supported the election of both new directors.

GrainCorp Next: emissions reduction progress
Portfolio management strategy for FY26
US biofuels uncertainty impact on Agri-energy
FY26 margin pressure: specific mitigation actions?
Trade dispute agility: quantify diversification impact?
Safety rates: specific actions to reverse FY25 trend?
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Frequently asked questions

GrainCorp Limited is an Australia-based diversified agribusiness company with a significant global presence. The company operates through two main segments: Agribusiness and Processing. In its Agribusiness segment, GrainCorp is involved in the supply chain business for grains and oils, handling commodities such as wheat, coarse grains (including barley, sorghum, and corn), oilseeds, pulses, organics, animal fats, used cooking oils, and vegetable oils primarily for animal feed purposes. The Processing segment focuses on the edible oils business, engaging in the crushing, processing, manufacturing, and distribution of products across Australia and New Zealand. The company is headquartered in Barangaroo, New South Wales, and its shares are listed on the ASX.

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