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Nufarm (NUF) investor relations material

Nufarm H1 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H1 2025 earnings summary21 May, 2025

Executive summary

  • Revenue increased 3% year-over-year to $1,811m for 1H25, driven by Crop Protection recovery, but offset by lower Seed Technologies licensing and omega-3 margins.

  • Underlying EBIT declined 15% year-over-year to $103m, impacted by lower omega-3 earnings and a $28m inventory write-down.

  • Statutory net profit after tax fell 39% to $29.8m, mainly due to omega-3 write-downs and higher expenses.

  • Basic EPS fell to 7.2cps (down 33% y/y); net leverage rose to 4.5x, primarily due to omega-3 funding and FX translation.

  • Formal review of Seed Technologies launched to explore capital structure options and unlock value.

Financial highlights

  • Revenue: $1,811m (+3% y/y); Underlying gross profit: $532m (+5% y/y); Gross margin: 29.4% (+0.5ppt y/y).

  • Underlying EBITDA: $206m (-6% y/y); Underlying EBIT: $103m (-15% y/y); Underlying NPAT: $38m (-24% y/y).

  • Net debt increased 12% y/y to $1,362m; net leverage at 4.5x, or ~3.8x excluding omega-3 and FX impacts.

  • Net working capital to sales improved to 39% (down from 47.1% y/y); inventory days reduced by 22 days y/y.

  • Free cash flow remained negative due to seasonal working capital build and omega-3 expansion.

Outlook and guidance

  • Seed Technologies EBITDA for 2H25 expected to be ~$20m below prior year if weak fish oil prices persist.

  • Omega-3 revenue target of $100m for FY25 will not be achieved; inventory management options under review.

  • Crop Protection outlook positive but subject to US tariff, weather, and trade policy uncertainties; management focused on cost reduction and capital efficiency.

  • On track for 25-day y/y inventory reduction and $50m annualised cost savings by end FY25.

  • FY26 target capital expenditure is ~$200m, with deleveraging actions expected to bring leverage to 1.5–2x EBITDA.

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Frequently asked questions

Nufarm Limited is a global enterprise specializing in crop protection and seed technology, with a rich history spanning over a century in supporting growers to combat diseases, weeds, and pests. The company operates by creating and manufacturing a range of crop protection solutions alongside Beyond Yield seed technologies, aimed at fostering sustainable agricultural practices and promoting growth for a better tomorrow. Nufarm's product portfolio includes herbicides, insecticides, and fungicides, which are developed to safeguard crops against various threats. The company is headquartered in Melbourne, Australia, and its shares are listed on the Australian Stock Exchange.

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