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The a2 Milk Company (ATM) investor relations material
The a2 Milk Company H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary17 Aug, 2025
Executive summary
Achieved record FY2025 sales of $1.9 billion, with double-digit growth in revenue, EBITDA, and EPS year-over-year, driven by China market gains and new product launches.
Advanced to top four brand in China IMF market, with record market share in both China and English label IMF segments, supported by strong user recruitment.
Launched new products in infant, kids, and seniors nutrition; expanded into Vietnam IMF market.
Initiated first-ever dividends totaling 20.0 cents per share for FY25, with a 71% payout ratio.
Announced major supply chain transformation: acquisition of Yashili NZ (A2 Pocono) and divestment of MVM, optimizing market access and manufacturing.
Financial highlights
FY2025 revenue grew 13.5% to $1,902.0 million, with EBITDA up 17.1% to $274.3 million and EBITDA margin at 14.4%.
Net profit after tax up 21.1% to $202.9 million; basic EPS up 20.9% to 28.0 cents.
Gross margin rose to 46.1%, aided by lower IMF ingredient costs and favorable FX.
Operating cash inflows (excl. interest/tax) were $259M, with 95% cash conversion, slightly lower due to one-off working capital impacts.
FY25 dividend of 20.0 cents per share (~71% payout), with a final dividend of 11.5 cents per share declared.
Outlook and guidance
FY2026 revenue growth expected at high single digits vs. FY2025 continuing operations.
EBITDA margin forecast at 15–16%; net profit after tax similar to FY2025 reported ($200–$300M).
Special dividend of $300M planned, subject to regulatory approvals and transaction completion.
Ordinary dividend policy reaffirmed at 60–80% payout of normalized NPAT.
Capital expenditure planned at $50–70 million for FY26.
How will a2 Pokeno acquisition increase China label portfolio?
What's the timeline for a2 Platinum in-sourcing?
How does the MVM divestment impact FY'26 financials?
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Frequently asked questions
The a2 Milk Company Limited sells A2 protein type branded milk and related products in Australia, New Zealand, China, other Asian countries, and the United States. It offers dairy-based nutritional liquids and powders through the retail sector to mothers, infants and toddlers; dairy based nutritional powders primarily to the sports nutrition and bodybuilding markets; and UHT milk and flavors milks in various flavors.
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