)
Visual
test
Allied Farmers
Allied Farmers (ALF) investor relations material
Allied Farmers AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary5 Nov, 2025
Opening remarks and agenda
Meeting opened virtually, enabling broader shareholder participation and online voting and Q&A.
Notice of meeting and explanatory notes were distributed on 20 October 2025; quorum confirmed with over 26% of shares represented by proxy.
Chair and Managing Director addressed shareholders, outlining the meeting's agenda and key topics for discussion.
Financial performance review
Audited net profit before tax was $4.1 million, down from $7.3 million in the prior year; net profit after tax was $2.9 million, down from $5.2 million.
Underlying profit after tax rose to $3.84 million, up from $2.69 million; FY25 Group NPAT was $3.8m, up 41% from $2.7m in FY24 (excluding one-off gains).
Group revenue grew 11% to $30.6m, and Group EBITDA rose 24% to $6.0m.
Earnings per share were 9.97 cents (down from 18.07 cents); net tangible assets per share increased to 51 cents from 40 cents.
NZFL/NZ Farmers Livestock EBITDA fell 42%, while NZRLM EBITDA was stable at $2.1 million.
Board and executive committee updates
Shelley Ruha remains Chair, Philip Luscombe as Independent Director, and Richard Milsom as Managing Director.
Stephen Reid appointed as CFO, replacing Brian Lee effective 17 November 2025.
Board expressed gratitude to outgoing CFO Brian Lee for his long service.
Plan for utilizing $175m tax losses
Post-NZFL sale, what are key growth areas?
Justify NZFL sale timing given recent EBITDA drop
Strategy for utilizing tax losses with new acquisitions
How will value creation translate to share price?
Diversification strategy post-NZFL sale
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next Allied Farmers earnings date
H1 202625 Feb, 2026
Allied Farmers
Next Allied Farmers earnings date
H1 202625 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Allied Farmers Limited is a New Zealand-based company involved in rural services, livestock trading, and asset management. The company provides livestock marketing and procurement services, connecting farmers with buyers through live auctions and online trading platforms. Allied Farmers also offers financing and other support services tailored to New Zealand’s agricultural sector, aiming to facilitate the buying, selling, and financing needs of rural communities. In addition, the company has interests in asset management and investments within the rural economy. Allied Farmers Limited is headquartered in Hawera, New Zealand, and its shares are listed on the NZX.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage