Nufarm targets AUD 370 million EBITDA: what it means for Nufarm stock

Published on 10/13/2026 at 02:53 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nufarm guides to AUD 370 million to AUD 380 million EBITDA for fiscal 2026. For Nufarm stock this means leverage of 2.00x versus 2.70x.

Key points in brief

Nufarm guided fiscal 2026 underlying EBITDA to AUD 370 million to AUD 380 million on September 23, 2026.
The guidance compares with AUD 302.5 million in fiscal 2025 and includes a leverage target of 2.00x.
First-half fiscal 2026 underlying EBITDA rose 18.00 percent to AUD 243 million, while underlying net profit after tax rose 35.00 percent to AUD 52 million.
Nufarm stock was trading at AUD 3.17 on the Australian Securities Exchange on October 13, 2026, against a 52-week range of AUD 1.79 to AUD 3.37.
Full-year results are scheduled for November 19, 2026, followed by the annual general meeting on February 3, 2027.

Nufarm, AU000000NUF3, Illustration mit AI erstellt.

Nufarm targets underlying EBITDA of AUD 370 million to AUD 380 million for fiscal 2026, compared with AUD 302.5 million in fiscal 2025. As ii reported on September 23, 2026, the company also expects leverage of 2.00x at fiscal year-end, versus 2.70x at the end of fiscal 2025.

Guidance points to lower leverage

The guidance range is the central financial signal for Nufarm stock because it combines earnings growth with balance-sheet repair. The company linked the outlook to Hybrid Seeds growth, improved Omega-3 pricing, positive free cash flow and tighter working-capital management.

Material items are expected to total AUD 90 million to AUD 110 million after tax in fiscal 2026. That charge is a counterweight to the underlying earnings outlook and makes the quality of reported profit important when the full-year accounts arrive.

What does the guidance mean for margins?

Nufarm's first-half fiscal 2026 results showed the operating leverage behind the plan. According to Yahoo Finance, underlying EBITDA rose 18.00 percent to AUD 243 million in the first half of fiscal 2026, while underlying net profit after tax increased 35.00 percent to AUD 52 million.

Gross profit increased 7.00 percent and reached a 33.10 percent margin in the first half of fiscal 2026. The company said revenue was lower year over year as management prioritized product mix and margin over volume, a trade-off that supports the turnaround thesis but limits the value of a simple sales-growth reading.

Three milestones frame the outlook

On May 27, 2026, Nufarm reported first-half underlying EBITDA of AUD 243 million. On September 23, 2026, it set fiscal 2026 underlying EBITDA guidance at AUD 370 million to AUD 380 million and targeted 2.00x leverage. On September 28, 2026, its Investor Day presentation repeated the AUD 370 million to AUD 380 million range and the 2.00x leverage objective.

Results date is November 19

Nufarm lists November 19, 2026, for the fiscal 2026 full-year results and February 3, 2027, for its annual general meeting. Those dates give investors two concrete checkpoints for testing the EBITDA range, cash-flow delivery and deleveraging plan.

ASX price remains below yearly high

Nufarm was trading at AUD 3.17 on the Australian Securities Exchange at 11:30 a.m. AEDT on October 13, 2026. Its 52-week range was AUD 1.79 to AUD 3.37, placing the price AUD 0.20 below the high, while market capitalization stood at AUD 1.2 billion.

The company is listed on the Australian Securities Exchange under ticker NUF. The business combines crop protection with seed technologies, including Hybrid Seeds and omega-3 canola, while the guidance places margin improvement and leverage reduction ahead of volume expansion.

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