Annuncio • Nov 20
Nufarm Limited, Annual General Meeting, Feb 04, 2026 Nufarm Limited, Annual General Meeting, Feb 04, 2026. Location: hybrid meeting, Australia Annuncio • May 27
Nufarm Reportedly Receives Takeover Interest for Nuseed As of May 23, 2025 Nufarm Limited (ASX:NUF)'s share price was down about 38% over five days with its market value at $1 billion, close to the price at which the company's Seed Technologies unit Nuseed Pty. Ltd. is valued. The Seed Technologies unit is now subject to a UBS-run strategic review, which could lead to a sale, after groups such as BP and the KKR-backed Advanta Enterprises Limited expressed interest. A suitor may determine it is better to buy the entire company that was worth double what it is currently trading at a year ago, potentially attracting private -equity suitors. However, one deterrent could be its debt pile, with net debt at $1.36 billion. If a buyer for its $900 million Seed Technologies business cannot be sought, analysts are not ruling out an equity raising. Annuncio • Mar 24
Nufarm Limited(ASX:NUF) dropped from FTSE All-World Index (USD) Nufarm Limited(ASX:NUF) dropped from FTSE All-World Index (USD) Annuncio • Dec 12
Nufarm Limited Announces Nutriterra® Total Omega-3 Receives Health Canada Approval as Plant-Based Dietary Supplement Nutriterra®? Total Omega-3 has received Health Canada approval as an ingredient in dietary supplements. Health Canada's Natural and Non-prescription Health Products Directorate (NNHPD) issued a product license, Natural Product Number (NPN) 80136254, which authorizes it to be marketed and sold as a novel, canola-based total omega-3 oil with the following health claims: Supports heart health and cardiovascular function; Supports normal brain function; Source of docosahexaenoic acid (DHA) for maintaining good health; Source of alpha-linolenic acid (ALA) for maintaining good health; source of an essential fatty acid for the maintenance of good health; Source of omega-3 fatty acids for the maintenance of good health. Human clinical trials confirmed that Nutriterra's long-chain fatty acids are readily incorporated into blood lipids. Results were reviewed and authorized by NNHPD and published in Frontiers in Nutrition in 2022. A 2000 mg/day serving of Nutriterra significantly improved indicators of omega-3 status, including the OmegaScore™? and the Omega-3 Index, both of which are supportive of cardiovascular and brain health. While the health benefits of omega-3 fatty acids are well known, few people consume enough of these essential nutrients. Ms. Boettner attributes this to the sensory experiences and ocean health concerns associated with fish oil. This approval follows the Canadian Food Inspection Agency's 2020 approval of Nutriterra for food and feed applications, allowing for greater formulation flexibility for customers. Omega-3 Canola helps fill the gap between how much long-chain omega-3 is needed to support human health and how little the ocean can sustainably provide. Just one hectare of Nuseed Omega-3 canola produces as much DHA as 10,000 one kg wild caught fish. Nutriterra has a unique fatty acid profile with DHA, EPA, and ALA to support human nutrition. This Health Canada approval follows the US Food and Drug Administration (FDA) granting Nutriterra New Dietary Ingredient status in 2021. Having previously obtained food and feed approvals in Australia and New Zealand, the US, and Canada, the company is progressing with additional regulatory applications in other key markets around the world. Reported Earnings • Nov 15
Full year 2024 earnings released: AU$0.068 loss per share (vs AU$0.26 profit in FY 2023) Full year 2024 results: AU$0.068 loss per share (down from AU$0.26 profit in FY 2023). Revenue: AU$3.35b (down 3.9% from FY 2023). Net loss: AU$5.60m (down 106% from profit in FY 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Recent Insider Transactions • Aug 18
Independent Non-Executive Chairman recently bought €176k worth of stock On the 16th of August, John Gillam bought around 75k shares on-market at roughly €2.35 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months. Declared Dividend • May 26
First half dividend of AU$0.04 announced Shareholders will receive a dividend of AU$0.04. Ex-date: 29th May 2024 Payment date: 14th June 2024 Dividend yield will be 2.5%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Reported Earnings • May 24
First half 2024 earnings released: EPS: AU$0.10 (vs AU$0.38 in 1H 2023) First half 2024 results: EPS: AU$0.10 (down from AU$0.38 in 1H 2023). Revenue: AU$1.76b (down 10% from 1H 2023). Net income: AU$39.5m (down 73% from 1H 2023). Profit margin: 2.2% (down from 7.4% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Annuncio • Nov 22
Nufarm Limited, Annual General Meeting, Feb 01, 2024 Nufarm Limited, Annual General Meeting, Feb 01, 2024. Annuncio • Nov 17
Nufarm Limited Announces Final Dividend for the Period of Six Months Ended 30 September 2023, Payable on 15 December 2023 Nufarm Limited announced final dividend of AUD 0.05000000 per share for the period of six months ended 30 September 2023. Ex Date 22 November 2023, Record Date 23 November 2023 and Payment Date 15 December 2023. Annuncio • Nov 15
Nufarm Limited Announces Director Resignations Nufarm Limited announced the resignation of Gordon Davis and Peter Margin as non-executive directors of the Nufarm board, effective November 15, 2023. This completes a 3-year period of board renewal. Gordon Davis joined the Nufarm board on 31 May 2011 following a distinguished executive career in the agribusiness and industrial sectors including as managing director of AWB and senior executive roles at Orica and Incitec Fertilizers. During his 12 year tenure at Nufarm, Gordon served on numerous board committees, including most recently as chair of the risk and compliance committee and previously as chair of the health, safety and environment committee. Peter Margin joined the Nufarm board on 3 October 2011, bringing a wealth of experience in consumer marketing, manufacturing and operations from his executive roles as managing director at National Foods and Goodman Fielder, in addition to his various non executive roles including at Bega Group, Costa and Asahi Beverages. Peter also served on numerous committees during his tenure, most notably chairing the human resources committee for more than 10 years. Buying Opportunity • Jul 25
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 2.4%. The fair value is estimated to be €4.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings is also forecast to grow by 9.9% per annum over the same time period. Board Change • Jul 02
High number of new directors Independent Non-Executive Director Federico Tripodi was the last director to join the board, commencing their role in 2023. Annuncio • Jun 19
Nufarm Limited Announces Board Changes Nufarm Limited announced the appointment of Adrian Percy and Federico Tripodi as independent, non-executive directors of the Nufarm Board. These appointments are the final step in a three-year board renewal process, which will conclude later this year with the previously announced retirements of long serving directors Peter Margin and Gordon Davis. Adrian is currently the inaugural Executive Director of the NC Plant Sciences Initiative at North Carolina State University. He has more than 30 years of experience in the agricultural sector, with previous roles as Chief Technology Officer of UPL Ltd. and Head of Research and Development for the Crop Science Division of Bayer. In the latter role, he was a member of their Executive Committee with responsibility for internal and open innovation activities in the areas of crop protection chemistry and biologicals, as well as seeds and traits. During his 25-year tenure at Bayer, he also held numerous positions in agricultural research and development. Adrian is a Venture Partner at Finistere Ventures LLC, a technology and life sciences venture capital investor. He also serves on the board of directors of BioLumic, AgPlenus, FA Bio and Evogene. Adrian holds a BSc from University of Liverpool, an MSc in Toxicology from University of Birmingham and a PhD in Biochemistry from University of Birmingham. He will take up his appointment to the Nufarm board with effect from 1 July 2023 and will stand for election at Nufarm’s Annual General Meeting (AGM) in February 2024. Federico has close to three-decades of involvement in the agri-food sector with his experience spanning general management, research and development, corporate strategy and the commercialization of novel plant biotechnologies targeted for consumers and farmers. Federico currently serves as Chairman at the Agricultural Utilization Research Institute (AURI). He is also the Founder and CEO of Blacktop Holdings, a boutique venture lab that offers strategic and operating partnership services to rapidly growing Ag Tech, Food and Agribusiness companies, their investors and research institutions. From 2016 to 2018, Federico served as the CEO of Calyxt Inc. Prior to Calyxt, Federico worked at Monsanto Company for nearly two decades where his primary focus was developing health, sustainability and renewable energy crop products in the United States and Latin America. Federico holds an MBA from Washington University’s Olin Business School, as well as an agronomic engineering degree from Buenos Aires University. He will take up his appointment to the Nufarm board with effect from today’s date and will stand for election at Nufarm’s AGM in February 2024. Buying Opportunity • May 19
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 3.3%. The fair value is estimated to be €4.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings is also forecast to grow by 13% per annum over the same time period. Annuncio • May 18
Nufarm Limited Announces Distribution for the Six Months Ended March 31, 2023, Payable on June 9, 2023 Nufarm Limited announced distribution of AUD 0.05000000 per share for the six months ended March 31, 2023. Record date is May 26, 2023. Ex-date is May 25, 2023. Payment date is June 9, 2023. Reported Earnings • May 18
First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.25 in 1H 2022) First half 2023 results: EPS: AU$0.38 (up from AU$0.25 in 1H 2022). Revenue: AU$1.95b (down 9.7% from 1H 2022). Net income: AU$149.0m (up 57% from 1H 2022). Profit margin: 7.6% (up from 4.4% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Mar 26
MD, CEO & Executive Director recently bought €50k worth of stock On the 20th of March, Gregory Hunt bought around 15k shares on-market at roughly €3.33 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Gregory has been a buyer over the last 12 months, purchasing a net total of €141k worth in shares. Annuncio • Nov 18
Nufarm Limited, Annual General Meeting, Feb 02, 2023 Nufarm Limited, Annual General Meeting, Feb 02, 2023. Reported Earnings • Nov 17
Full year 2022 earnings released: EPS: AU$0.26 (vs AU$0.15 in FY 2021) Full year 2022 results: EPS: AU$0.26 (up from AU$0.15 in FY 2021). Revenue: AU$3.77b (up 17% from FY 2021). Net income: AU$99.9m (up 73% from FY 2021). Profit margin: 2.6% (up from 1.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Recent Insider Transactions • May 25
MD, CEO & Executive Director recently bought €91k worth of stock On the 24th of May, Gregory Hunt bought around 25k shares on-market at roughly €3.65 per share. This was the largest purchase by an insider in the last 3 months. This was Gregory's only on-market trade for the last 12 months. Reported Earnings • May 20
First half 2022 earnings released First half 2022 results: Revenue: (flat on 1H 2021). Net income: (flat on 1H 2021). Profit margin: (in line with 1H 2021). Over the next year, revenue is expected to shrink by 6.1% compared to a 6.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Apr 23
Now 23% undervalued Over the last 90 days, the stock is up 56%. The fair value is estimated to be €5.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 20% per annum over the same time period. Valuation Update With 7 Day Price Move • Feb 04
Investor sentiment improved over the past week After last week's 29% share price gain to €3.48, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 11x in the Chemicals industry in Germany. Total loss to shareholders of 2.8% over the past three years. Reported Earnings • Nov 17
Full year 2021 earnings released The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$3.22b (up 100% from FY 2020). Net income: AU$65.1m (up AU$613.2m from FY 2020). Profit margin: 2.0% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Breakeven Date Change • Jul 31
Forecast breakeven pushed back to 2022 The 12 analysts covering Nufarm previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of AU$75.3m in 2022. Average annual earnings growth of 33% is required to achieve expected profit on schedule. Recent Insider Transactions • May 26
MD, CEO & Executive Director recently bought €61k worth of stock On the 24th of May, Gregory Hunt bought around 20k shares on-market at roughly €3.07 per share. This was the largest purchase by an insider in the last 3 months. Gregory has been a buyer over the last 12 months, purchasing a net total of €180k worth in shares. Is New 90 Day High Low • Feb 26
New 90-day high: €3.20 The company is up 28% from its price of €2.50 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.12 per share. Is New 90 Day High Low • Feb 04
New 90-day high: €3.08 The company is up 45% from its price of €2.12 on 06 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.69 per share. Is New 90 Day High Low • Jan 20
New 90-day high: €2.84 The company is up 27% from its price of €2.24 on 22 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.53 per share. Is New 90 Day High Low • Oct 21
New 90-day low: €2.24 The company is down 10.0% from its price of €2.48 on 22 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.89 per share. Is New 90 Day High Low • Oct 02
New 90-day low: €2.28 The company is down 8.0% from its price of €2.48 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.00 per share. Recent Insider Transactions • Sep 30
Chairman of the Board recently bought €452k worth of stock On the 28th of September, John Gillam bought around 185k shares on-market at roughly €2.44 per share. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.