Australian Agricultural Co Ltd (OTCPK:ASAGF)

Full Year 2026 Australian Agricultural Company Ltd Earnings Call Transcript

May 20, 2026 / 11:30 PM GMT

Release Date Price: $0.95

Transcript

Key Points

Positve

Australian Agricultural Co Ltd (AAYYY) achieved a record operating profit of $71.6 million, the highest since 2019.
Total revenue for FY 2026 increased by 9% to $422.1 million, driven by higher prices and strong execution in beef and cattle sales.
The company's genetics program is accelerating herd improvement, contributing to better supply and quality of branded beef.
AACo's global distribution network and brand strategy led to an 8% increase in average prices while maintaining volumes.
The company has made significant progress in its strategic focus areas, including Better Beef, unlocking land value, and Partner and Invest initiatives.

Negative

The Gulf of Carpentaria properties faced severe flooding, resulting in the loss of approximately 7,000 head of cattle.
Import tariff changes in the US and China, along with Middle East conflicts, posed challenges to the supply chain and market conditions.
The company is exposed to increased costs due to the Middle East conflict, impacting freight and energy prices.
Despite improvements, the company still faces uncertainties in geopolitical environments affecting FX and commodity prices.
There are no current franking credits available, which may impact shareholder returns.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AAC.AX - Australian Agricultural Company Ltd
Full Year 2026 Australian Agricultural Company Ltd Earnings Call
May 20, 2026 / 11:30PM GMT

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Presentation
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Participants are in a listen-only mode. There will be a presentation followed by a question-and-answer session. If you would like to ask a question via the phones, you'll need to press the star key followed by the number one on your telephone keypad. If you would like to ask a question via the webcast, please enter it into the ask a question box and click submit.

I'd now like to hand the conference over to Mr. David Harris, MD and CEO. Please go ahead.

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