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Bubs Australia
Bubs Australia (BUB) investor relations material
Bubs Australia AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary20 Nov, 2025
Opening remarks and agenda
Welcomed shareholders, auditors from KPMG, and share registry representatives; confirmed proper notice and opened the poll for voting.
Outlined voting procedures and confirmed eligibility; results to be released to the ASX and company website.
Acknowledgement of Country and respect paid to Traditional Custodians and Elders.
Board and executive committee updates
Paul Jensen became Chair after Katrina Rathie's resignation and offered himself for re-election.
Acknowledged contributions of outgoing Chair and CEO; highlighted board and committee roles.
Welcomed new CEO Joe Coote, emphasizing his international experience and leadership.
Chair and CEO delivered addresses outlining achievements, challenges, and future direction.
New CEO highlighted strong foundations, brand equity, and opportunities for commercial focus and innovation.
Financial performance review
Achieved annual revenue of AUD 103 million, 23% growth, 48% gross margin, and positive operating cash flow of AUD 6.1 million.
Underlying profit was AUD 600,000; statutory EBITDA was AUD 5.5 million, with adjustments for one-off items.
81% of sales from offshore markets; U.S. contributed 52%, China 21%, Australia 19%, rest of world 8%.
Inventory management improved, with inventory as a percentage of net revenue decreasing over three years.
Q1 FY 2026 showed strong U.S. growth, with subdued performance in other regions due to stock shortages and lower marketing spend.
US tariff impact on long-term margins
SAMR license: China profitable growth strategy
Inventory rebuild impact on Q2 sales recovery
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Next Bubs Australia earnings date
H1 202626 Feb, 2026
Bubs Australia
Next Bubs Australia earnings date
H1 202626 Feb, 2026
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Frequently asked questions
Bubs Australia Limited produces and markets infant nutrition products, including organic infant formula, baby food, and goat milk-based products. The company distributes its products domestically and internationally through retail and online channels. Bubs Australia focuses on the premium infant nutrition segment with an emphasis on quality and traceability. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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