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Elders (ELD) investor relations material
Elders Investor Day 2026 presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic direction and business model
Pursuing the FY24–26 Eight Point Plan, targeting 5–10% EBIT and EPS growth with 15% ROC, and industry-leading sustainability outcomes.
Transitioned to a divisional model, granting greater autonomy and accountability to Crop Protection, AIRR, Rural Services, Delta Agribusiness, Real Estate, and Feed & Processing divisions.
Strategic priorities include deepening customer relationships, investing in people, financial discipline, supply chain optimisation, technology adoption, portfolio expansion, and sustainable innovation.
Synergies across divisions are leveraged through backward integration, shared capabilities, and cross-selling opportunities.
Business development focuses on bolt-on acquisitions, greenfield startups, and disciplined capital allocation aligned with group strategy.
Financial performance and outlook
FY25 saw 2% sales growth to $3.2bn, 7% gross margin growth, and 12% EBIT growth despite mixed seasonal conditions.
Underlying NPAT rose 34% to $86m, with cash conversion at 137% and leverage ratio expected to return to target range by FY26.
Gross margin diversification offset headwinds in Crop Protection, with strong growth in Agency and Real Estate Services.
Costs were kept below inflation, excluding acquisitions and transformation, supporting margin resilience.
Net debt remains modest, with significant covenant headroom and a pathway to leverage below 2.0x in FY26.
Divisional highlights and priorities
Crop Protection: Focus on vertical integration, expanding AgriToll, R&D, and reducing reliance on China; integration of Delta’s Four Seasons brand.
AIRR: National wholesale platform with 340+ member stores, prioritising private label growth, margin improvement, and supply chain efficiency.
Rural Services: Diversified product/service offering, operational excellence, digital capability, and market share growth in retail, agency, and financial services.
Delta Agribusiness: Strong NSW/VIC presence, 24% CAGR in retail sales since 2007, focus on farm advisory, precision ag, and Four Seasons brand integration.
Real Estate: Diversified across residential, farmland, commercial, and franchise, with a focus on organic growth, acquisitions, and agent recruitment.
- TimeTickerHeadlineOpen
- 5 FebARES
AUM climbed 29% to $622.5B, with record fundraising, earnings, and a 20% dividend increase. - 5 FebFR
FFO per share rose 11.7% in 2025, with strong leasing and a 12.4% dividend increase. - 5 FebBTU
Centurion Mine launch and strong cash flow position drive higher 2026 met coal volumes and returns. - 5 Feb033780
Record earnings, robust shareholder returns, and global expansion mark 2025; moderate growth targeted for 2026. - 5 FebWST
Integrated PFS system accelerates development, reduces risk, and simplifies compliance. - 5 FebCMS
2025 adjusted EPS up 8%+ to $3.61, 2026 guidance raised, $24B plan drives growth. - 5 FebCHILE
2025 net income reached CLP 1,192,262 million, with strong capital and digital-driven growth ahead. - 5 FebORLY
Record 2025 results with 6% sales and 10% EPS growth, plus strong 2026 outlook. - 5 FebOWL
AUM surpassed $300 billion in 2025 amid record fundraising and double-digit earnings growth. - 5 Feb035760
Operating profit doubled YOY in Q4 2025, led by global content and platform growth.
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