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Synlait Milk (SML) investor relations material
Synlait Milk AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary21 Nov, 2025
Opening remarks and agenda
Meeting held in Christchurch and online, with voting and Q&A procedures explained for both in-person and online attendees.
Chair and CEO addresses opened the meeting, followed by resolutions, voting, and other business.
Four ordinary resolutions on the agenda: two director elections, auditor remuneration, and the sale of North Island assets.
Board and executive committee updates
Farewell to independent director Paul Washer, with Julia Zhu joining and board to remain at six directors, including Bright Dairy appointees.
Audit and Risk Committee now chaired by Julia Zhu, with a review of governance structure planned for May 2026.
Board acknowledges current structure does not fully align with NZX Corporate Governance Code but is considered appropriate for now.
Financial performance review
FY25 described as a period of intense challenge, including solvency issues, disputes, equity raising, and manufacturing challenges.
$130m Bright Dairy shareholder loan and equity raise in 2024 supported survival and debt reduction.
Sale of North Island assets to Abbott for NZD 307 million to significantly reduce debt, with completion due 1 April 2026.
Manufacturing challenges in FY25 cost $43.5 million, with some costs flowing into FY26.
Peak debt projected to drop from $550 million to $250 million after asset sale, with only working capital debt remaining.
$180m bond redemption completed by end of 2024.
Return to profitability signaled in March 2025, with new milk premiums and secured supply.
Beyond asset sale, what's the debt plan?
Detail customer and product diversification plans
Elaborate on Dunsandel manufacturing challenges
Revisit independent director numbers by May 2026?
How will quality fixes impact FY26 results?
How will Bright Dairy aid market diversification?
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Next Synlait Milk earnings date
H1 202622 Mar, 2026
Next Synlait Milk earnings date
H1 202622 Mar, 2026
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Frequently asked questions
Synlait Milk Limited is a New Zealand-based dairy processing company specializing in the production of milk powder, infant formula, and other value-added dairy products. The company sources milk from its network of local farms and focuses on quality control, sustainability, and innovation in processing to serve both domestic and international markets. Synlait provides ingredients for foodservice and nutrition products, catering to industries such as infant nutrition and health and wellness. The company is headquartered in Dunsandel, New Zealand, and its shares are listed on the NZX.
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