AFT Pharmaceuticals Ltd (NZSE:AFT)

Half Year 2026 AFT Pharmaceuticals Ltd Earnings Call Transcript

Nov 19, 2025 / 09:30 PM GMT

Release Date Price: NZ$3.25 (+2.85%)

Transcript

Key Points

Positve

AFT Pharmaceuticals Ltd (ASX:AFP) reported a strong sales growth of 23% across Australia and New Zealand, with Australia showing a particularly robust growth of 31%.
The company is expanding its global footprint, now selling in 85 countries, including new markets like Egypt and Thailand.
Operating profit increased to 4.7 million, a significant improvement from a loss in the previous year, indicating effective cost management and revenue growth.
The R&D pipeline remains a crucial part of the business, with five programs being commercialized and several agreements closed in the first half.
The company is on track to achieve its target of 300 million in revenue for the next financial year, supported by both product and geographic diversification.

Negative

Despite the growth, the international segment is still operating at a loss due to high R&D expenses.
The ERP migration to NetSuite has incurred significant costs, impacting short-term earnings.
Increased R&D spending and other one-off costs are expected to continue, potentially affecting profitability in the near term.
The US market is still in a formative stage, indicating that it may take time before it contributes significantly to earnings.
The company is maintaining its guidance of 20 to 24 million, suggesting cautious optimism amidst ongoing investments and market uncertainties.

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

AFT.NZ - AFT Pharmaceuticals Ltd
Half Year 2026 AFT Pharmaceuticals Ltd Earnings Call
Nov 19, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to the AFT Pharmaceuticals FY 2026 half year results analyst briefing.

All the participants are in a listen-only mode. There will be a presentation followed by a question-and-answer session. If you wish to ask a question, you will need to press the star key, followed by the number one on your telephone keypad.

I would now like to hand the conference over to Hartley Atkinson, CEO. Please go ahead.

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Unidentified_2 [2]
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Thank you very much and thank you everyone for joining our call today.

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