Ridley (RIC) Investor presentation presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation presentation summary
10 Mar, 2026Australian agriculture opportunity
Agriculture production in Australia exceeds $100bn annually, with 70% exported due to a reputation for safety and quality.
Global protein demand and limited arable land drive the need for higher yields and productivity.
Strategic positioning as a leading supplier of fertiliser and feed inputs, with critical assets and network.
Business positioning and growth strategy
Diversified portfolio across fertiliser, bulk stockfeeds, packaged feeds, and ingredient recovery.
Market leadership in fertiliser and stockfeed supply, with strong positions in petfood and ingredient recovery.
Growth underpinned by global trends: population growth, protein consumption, and pet ownership.
Successive growth plans have driven earnings growth, with continued focus on efficiency and expansion.
The Ridley Fundamentals
Five value enablers: practical risk management, disciplined capital allocation, people-performance alignment, targeted project delivery, and embedded sustainability.
These fundamentals guide ongoing and future growth initiatives.
Latest events from Ridley
- Strong earnings growth, higher value product mix, and disciplined expansion underpin future plans.RIC
Investor Presentation - EBITDA up 9% and NPAT up 137% year-over-year, driven by Fertilisers acquisition gains.RIC
H1 2026 - Strong FY25 results, major acquisition, and all resolutions passed with high shareholder support.RIC
AGM 2025 - EBITDA up 8.6% YoY, strong cash flow, and major acquisitions drive future growth.RIC
H2 2025 - $300m acquisition of IPF Distribution boosts scale, diversification, and earnings accretion.RIC
Investor Presentation - Earnings rose, dividends increased, and all resolutions passed with strong support.RIC
AGM 2024 - EBITDA up 4.9% to AUD 92.8m; OMP acquisition and buyback drive positive FY25 outlook.RIC
H2 2024 - EBITDA and net profit rose, with cost savings and a higher dividend amid acquisition-driven growth.RIC
H1 2025