Duyuru • Feb 20
Inghams Group Limited Declares Dividend for the Six Months Period Ended December 27, 2025, Payable on April 2, 2026 Inghams Group Limited declared dividend of AUD 0.04000000 per share for the six months period ended December 27, 2025, payable on April 2, 2026 of record date March 13, 2026. Ex Date is March 12, 2026. Duyuru • Jan 06
Inghams Group Limited to Report First Half, 2026 Results on Feb 20, 2026 Inghams Group Limited announced that they will report first half, 2026 results on Feb 20, 2026 Duyuru • Sep 03
Inghams Group Limited, Annual General Meeting, Nov 13, 2025 Inghams Group Limited, Annual General Meeting, Nov 13, 2025. Location: at the langham hotel, 89-113 kent street, millers point, sydney, nsw Australia Recent Insider Transactions • Aug 29
Non-Executive Director recently bought AU$100k worth of stock On the 25th of August, Margaret Anne Haseltine bought around 35k shares on-market at roughly AU$2.86 per share. This transaction increased Margaret Anne's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$146k more in shares than they have sold in the last 12 months. Valuation Update With 7 Day Price Move • Aug 28
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to AU$2.72, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Food industry in Australia. Total returns to shareholders of 21% over the past three years. Declared Dividend • Aug 25
Final dividend of AU$0.08 announced Dividend of AU$0.08 is the same as last year. Ex-date: 17th September 2025 Payment date: 1st October 2025 Dividend yield will be 6.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 15% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 22
Full year 2025 earnings released: EPS: AU$0.24 (vs AU$0.27 in FY 2024) Full year 2025 results: EPS: AU$0.24 (down from AU$0.27 in FY 2024). Revenue: AU$3.15b (down 3.4% from FY 2024). Net income: AU$89.8m (down 12% from FY 2024). Profit margin: 2.8% (down from 3.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Food industry in Australia. 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 9% per year, which means it is significantly lagging earnings growth. Duyuru • Aug 22
Inghams Group Limited Announces Fully Franked Ordinary Dividend for the Six Months Ended June 28, 2025, Payable on October 1, 2025 Inghams Group Limited announced fully franked ordinary dividend of AUD 0.08000000 per share for the six months ended June 28, 2025. Ex-date is September 17, 2025. Record date is September 18, 2025. Payment date is October 1, 2025. Duyuru • Mar 06
Inghams Group Limited Appoints Matthew Easton as the Chief Executive, New Zealand, Effective 10 March 2025 Inghams Group Limited announced the appointment of Matthew Easton as the next Chief Executive, New Zealand, with effect from 10 March 2025. This appointment follows Inghams' ASX announcement on 16 December 2024 regarding the appointment of the current Chief Executive New Zealand, Edward Alexander, as the next CEO and Managing Director of Inghams with effect from 30 June 2025. Matthew brings a wealth of experience to the role in key areas including strategy, sales and marketing, and operational management. Matthew joined Inghams in 2015, initially as a member of the strategy team, before moving to leadership roles focused on farming and operations. Matthew was appointed as General Manager, Sales and Marketing for New Zealand in November 2019, where he was responsible for driving sales strategies and marketing initiatives. In 2022, Matthew was appointed to the role of General Manager, Operations and Planning, with responsibility for farming, primary processing, capital, sustainability, and external relations. Matthew was also appointed as a member of the New Zealand leadership team in November 2019. Prior to joining Inghams, Matthew worked at Accenture as a Manager in Strategy, and at Woolworths Group as Manager of Group Strategy. Matthew holds a Master of Business Administration from Saïd Business School, University of Oxford, and Bachelor's degrees in both Commerce and Science from the University of Canterbury in New Zealand. Board Change • Feb 04
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Non-Executive Director Margie Haseltine was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Sep 13
Upcoming dividend of AU$0.08 per share Eligible shareholders must have bought the stock before 20 September 2024. Payment date: 09 October 2024. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 6.8%. Within top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (3.9%). Valuation Update With 7 Day Price Move • Aug 29
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to AU$3.10, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Food industry in Australia. Total loss to shareholders of 13% over the past three years. Declared Dividend • Aug 26
Final dividend of AU$0.08 announced Shareholders will receive a dividend of AU$0.08. Ex-date: 20th September 2024 Payment date: 9th October 2024 Dividend yield will be 6.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 18% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 23
Full year 2024 earnings released: EPS: AU$0.27 (vs AU$0.16 in FY 2023) Full year 2024 results: EPS: AU$0.27 (up from AU$0.16 in FY 2023). Revenue: AU$3.26b (up 7.2% from FY 2023). Net income: AU$101.5m (up 68% from FY 2023). Profit margin: 3.1% (up from 2.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Duyuru • Mar 08
Inghams Group Limited, Annual General Meeting, Nov 14, 2024 Inghams Group Limited, Annual General Meeting, Nov 14, 2024. Upcoming Dividend • Mar 07
Upcoming dividend of AU$0.12 per share Eligible shareholders must have bought the stock before 14 March 2024. Payment date: 05 April 2024. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 6.6%. Within top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (4.4%). Valuation Update With 7 Day Price Move • Feb 21
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to AU$3.55, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Food industry in Australia. Total returns to shareholders of 7.9% over the past three years. Declared Dividend • Feb 18
First half dividend of AU$0.12 announced Shareholders will receive a dividend of AU$0.12. Ex-date: 14th March 2024 Payment date: 5th April 2024 Dividend yield will be 5.9%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 16% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 17
First half 2024 earnings released: EPS: AU$0.17 (vs AU$0.046 in 1H 2023) First half 2024 results: EPS: AU$0.17 (up from AU$0.046 in 1H 2023). Revenue: AU$1.64b (up 8.7% from 1H 2023). Net income: AU$63.4m (up 269% from 1H 2023). Profit margin: 3.9% (up from 1.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat. Duyuru • Jan 24
Inghams Group Limited Announces Board Changes Inghams Group Limited announced that Non- Executive Director, Robert Gordon, will take a leave of absence from his current role as a Non-Executive Director of Inghams for personal reasons until further notice. As a result, Margie Haseltine will assume the position of Chair of the Risk and Sustainability Committee and Helen Nash will join as a member of the Committee. Valuation Update With 7 Day Price Move • Nov 02
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to AU$3.90, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Food industry in Australia. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$5.34 per share. Duyuru • Oct 31
Inghams Group Limited Provides Earnings Guidance for the First Half Ending 23 December 2023 and Second Half 2024 Inghams Group Limited provided earnings guidance for the first half ending 23 December 2023 and second half 2024. The company expects Statutory NPAT Post AASB16 to be Approximately $65 million.The second half 2024 result is expected to be lower than 1H24 due to normal seasonality, and continued inflationary headwinds across labour, feed and other costs including fuel, electricity and CO2. Duyuru • Oct 06
Inghams Group Limited Announces Retirement of Jackie McArthur as Non-Executive Director, Effective 7 November 2023 Inghams Group Limited announced that Non-Executive Director, Jackie McArthur has advised that she will retire from the Board of Inghams with effect from the conclusion of the Company's 2023 Annual General Meeting ("AGM") on 7 November 2023. As a result, Jackie will not stand for re-election at the AGM. Jackie is currently the Chair of the Risk and Sustainability Committee and a member of the People and Remuneration Committee and the Nominations Committee. Independent Non-Executive Director, Robert Gordon will assume the position of Chair of the Risk and Sustainability Committee with effect from the conclusion of the AGM. Upcoming Dividend • Sep 07
Upcoming dividend of AU$0.10 per share at 4.3% yield Eligible shareholders must have bought the stock before 14 September 2023. Payment date: 05 October 2023. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Australian dividend payers (7.0%). In line with average of industry peers (4.4%). Duyuru • Aug 25
Inghams Group Limited Announces Appointment of Margaret (Margie) Haseltine as Non-Executive Director with Effect from 1 September 2023 Inghams Group Limited announced that Margaret (Margie) Haseltine has been appointed as a Non-Executive Director of Inghams with effect from 1 September 2023. Margie has more than 30 years of relevant business experience across supply chains and logistics, product and brand, strategy, risk, change management and governance from a range of sectors including FMCG. Her executive career includes 20 years within the Mars Inc. group, including five years as Chief Executive Officer of Mars Food Australia (formerly Master Foods Australia New Zealand). Margie currently serves as Non-Executive Director of Metcash Limited, Chair and Non-Executive Director of Bapcor Limited and is a Non-Executive Director of Tye Soon Limited which is 25% owned by Bapcor. She is a Fellow of the Australian Institute of Company Directors. Margie will join the Board's Risk and Sustainability Committee and Nominations Committee and will stand for election at the Company's Annual General Meeting on 7 November 2023. Valuation Update With 7 Day Price Move • Aug 23
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to AU$3.42, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Food industry in Australia. Total returns to shareholders of 12% over the past three years. New Risk • Aug 18
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 4.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Duyuru • Aug 17
Inghams Group Limited Announces Dividend for the Six Months Ended June 24, 2023, Payable on October 5, 2023 Inghams Group Limited announced dividend of AUD 0.10000000 per share for the six months ended June 24, 2023. Ex-date is September 14, 2023. Record date is September 15, 2023. Payment date is October 5, 2023. Reported Earnings • Aug 17
Full year 2023 earnings released: EPS: AU$0.16 (vs AU$0.094 in FY 2022) Full year 2023 results: EPS: AU$0.16 (up from AU$0.094 in FY 2022). Revenue: AU$3.05b (up 12% from FY 2022). Net income: AU$60.4m (up 72% from FY 2022). Profit margin: 2.0% (up from 1.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Duyuru • Jul 24
Inghams Group Limited Announces Executive Appointments Inghams Group Limited announced that Marta Kielich has been appointed as Group Legal Counsel & Company Secretary effective 24 July 23. Marta Kielich will be responsible under the Listing Rule 12.6 for Inghams Communication with the ASX in relation to Listing Rule matters. Gary Mallett, CFO will also continue to be the Company Secretary of the Company. Board Change • Jul 05
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Tim Longstaff was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Mar 08
Upcoming dividend of AU$0.045 per share at 2.1% yield Eligible shareholders must have bought the stock before 15 March 2023. Payment date: 06 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.1%. Lower than top quartile of Australian dividend payers (7.0%). Lower than average of industry peers (3.6%). Reported Earnings • Feb 18
First half 2023 earnings released: EPS: AU$0.046 (vs AU$0.10 in 1H 2022) First half 2023 results: EPS: AU$0.046 (down from AU$0.10 in 1H 2022). Revenue: AU$1.51b (up 8.9% from 1H 2022). Net income: AU$17.2m (down 55% from 1H 2022). Profit margin: 1.1% (down from 2.8% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% 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. Duyuru • Feb 18
Inghams Group Limited Announces Fully Franked Ordinary Dividend for the Six Months Ended December 24, 2022, Payable on April 4, 2023 Inghams Group Limited announced fully franked ordinary dividend of AUD 0.04500000 per share for the six months ended December 24, 2022. Record date is March 16, 2023. Ex-date is March 15, 2023. Payment date is April 4, 2023. Duyuru • Dec 12
Inghams Group Limited to Report First Half, 2023 Results on Feb 17, 2023 Inghams Group Limited announced that they will report first half, 2023 results on Feb 17, 2023 Recent Insider Transactions • Aug 27
Independent Non-Executive Director recently bought AU$53k worth of stock On the 24th of August, Robert Gordon bought around 20k shares on-market at roughly AU$2.65 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$389k more in shares than they have sold in the last 12 months. Reported Earnings • Aug 20
Full year 2022 earnings released: EPS: AU$0.094 (vs AU$0.22 in FY 2021) Full year 2022 results: EPS: AU$0.094 (down from AU$0.22 in FY 2021). Revenue: AU$2.71b (up 1.7% from FY 2021). Net income: AU$35.1m (down 58% from FY 2021). Profit margin: 1.3% (down from 3.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.5%, compared to a 15% growth forecast for the Food industry in Australia. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 13% per year. Buying Opportunity • Aug 20
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 3.6%. The fair value is estimated to be AU$3.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 14%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 34% per annum over the same time period. Recent Insider Transactions • Mar 24
Non-Executive Director recently bought AU$69k worth of stock On the 17th of March, Robyn Stubbs bought around 23k shares on-market at roughly AU$3.01 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$100k. Insiders have collectively bought AU$316k more in shares than they have sold in the last 12 months. Recent Insider Transactions • Mar 22
Non-Executive Director recently bought AU$69k worth of stock On the 17th of March, Robyn Stubbs bought around 23k shares on-market at roughly AU$3.01 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$100k. Insiders have collectively bought AU$316k more in shares than they have sold in the last 12 months. Recent Insider Transactions • Mar 15
Independent Non-Executive Director recently bought AU$75k worth of stock On the 11th of March, Helen Elizabeth Nash bought around 25k shares on-market at roughly AU$3.01 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$100k. Insiders have collectively bought AU$247k more in shares than they have sold in the last 12 months. Upcoming Dividend • Mar 09
Upcoming dividend of AU$0.065 per share Eligible shareholders must have bought the stock before 16 March 2022. Payment date: 07 April 2022. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Australian dividend payers (5.8%). Higher than average of industry peers (3.1%). Recent Insider Transactions • Feb 25
Non-Executive Director recently bought AU$100k worth of stock On the 23rd of February, Timothy Longstaff bought around 30k shares on-market at roughly AU$3.34 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$163k more in shares than they have sold in the last 12 months. Reported Earnings • Feb 21
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat First half 2022 results: EPS: AU$0.10 (up from AU$0.095 in 1H 2021). Revenue: AU$1.39b (up 1.8% from 1H 2021). Net income: AU$38.4m (up 8.8% from 1H 2021). Profit margin: 2.8% (up from 2.6% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 1.7%, compared to a 18% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Sep 07
Upcoming dividend of AU$0.09 per share Eligible shareholders must have bought the stock before 14 September 2021. Payment date: 06 October 2021. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (5.1%). Higher than average of industry peers (2.9%). Reported Earnings • Aug 22
Full year 2021 earnings released: EPS AU$0.22 (vs AU$0.11 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$2.67b (up 4.4% from FY 2020). Net income: AU$83.3m (up 108% from FY 2020). Profit margin: 3.1% (up from 1.6% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Jun 02
Investor sentiment improved over the past week After last week's 19% share price gain to AU$3.74, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Food industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.88 per share. Reported Earnings • Feb 20
First half 2021 earnings released: EPS AU$0.095 (vs AU$0.071 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$1.36b (up 4.6% from 1H 2020). Net income: AU$35.3m (up 35% from 1H 2020). Profit margin: 2.6% (up from 2.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Is New 90 Day High Low • Feb 19
New 90-day high: AU$3.61 The company is up 14% from its price of AU$3.17 on 20 November 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.06 per share. Duyuru • Jan 29
Inghams Group Limited to Report First Half, 2021 Results on Feb 19, 2021 Inghams Group Limited announced that they will report first half, 2021 results on Feb 19, 2021 Is New 90 Day High Low • Jan 28
New 90-day high: AU$3.33 The company is up 16% from its price of AU$2.87 on 30 October 2020. The Australian market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.07 per share. Is New 90 Day High Low • Oct 28
New 90-day low: AU$2.90 The company is down 14% from its price of AU$3.36 on 30 July 2020. The Australian market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Food 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 AU$3.85 per share. Duyuru • Jul 23
Inghams Group Limited to Report Fiscal Year 2020 Results on Aug 21, 2020 Inghams Group Limited announced that they will report fiscal year 2020 results at 9:00 AM, AUS Central Standard Time on Aug 21, 2020 Duyuru • Jul 22
Inghams Group Limited Temporarily Closes Plant Thomastown VIC Inghams Group Limited announced that five employees at its Thomastown Further Processing Plant in Victoria have returned positive test results for COVID-19. The site has been temporarily closed with all employees requested to self-isolate at home. Ingham's has been working with the Victorian Department of Health to ensure all appropriate protocols are in place. Contingency plans for plant closures have been in place for a number of months. Ingham's other sites across Australia remain in operation. Ingham's New Zealand operations remain unaffected. Ingham's will be working with its customers to minimise supply chain disruptions and to ensure that Inghams products remain available to consumers around Australia.