Ridley Corp Ltd (STU:RI6)

Half Year 2026 Ridley Corporation Ltd Earnings Call Transcript

Feb 25, 2026 / 11:00 PM GMT

Release Date Price: €1.43 (+1.42%)

Transcript

Key Points

Positve

Ridley Corp Ltd (RIDYF) reported a 9% increase in underlying EBITDA to $55.4 million, driven by strong performance in the bulk stock feeds segment.
The bulk stock feeds segment achieved a 25% increase in EBITDA to $27.1 million, supported by volume growth in ruminant and monogastric sales.
The fertilizer segment delivered an EBITDA of $10.3 million, exceeding expectations due to effective cost control and margin management.
The company reduced its net debt, with a leverage ratio post-acquisition now at 0.8 times, indicating improved financial health.
A progressive dividend of $0.10 per share was declared, reflecting confidence in the company's financial performance.

Negative

The packaged and ingredients segment faced a 28% decrease in EBITDA to $25.6 million due to short-term challenges, including supply constraints and processing issues.
Lower protein meal prices and temporary processing challenges at the Maruto rendering facility and Timaru greenfield facility impacted performance.
The company experienced increased corporate costs, primarily due to employee incentive schemes.
Finance costs rose from $4.9 million to $8.7 million, attributed to debt funding for the fertilizer business acquisition.
The ingredients segment is not expected to achieve year-on-year EBITDA growth due to ongoing challenges, despite anticipated improvements in the second half.

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

RIC.AX - Ridley Corporation Ltd
Half Year 2026 Ridley Corporation Ltd Earnings Call
Feb 25, 2026 / 11:00PM 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 Ridley Corporation Limited RIC 1HF26 presentation.

All participants are on the listen-only mode. There'll be a presentation followed by a question-and-answer session.

If you wish to ask a question, you 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 Mr. Quentin Hildebrand.

Managing director and CEO, please go ahead.

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Unidentified_2 [2]
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Thank you and good morning to everyone.

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