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Murray Cod Australia (MCA) investor relations material
Murray Cod Australia AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Chair welcomed shareholders in person and online, confirmed quorum, and opened the meeting.
AGM chaired by Brett Paton, with formal business and voting procedures outlined for shareholders and proxyholders.
Agenda included six formal resolutions, with voting conducted by poll and MUFG Corporate Markets as scrutineer.
Instructions provided for Q&A participation both in-person and online.
Financial performance review
FY25 NPAT of $8.6m, a turnaround from ($6.2m) in FY24; revenue grew 2.6% to $10.9m, constrained by fish availability now resolved.
Record biological asset value of $67.8m (+111% YoY) and headline EBITDA of $18.61m (+808%).
AUD 17 million equity raised, strengthening the balance sheet for harvest, infrastructure, and working capital.
3.1 million fish at June 30, average weight over 800g, up from 300g the previous year.
Operating cashflow remained negative due to ongoing biomass investment.
Board and executive committee updates
Board composition discussed, with recent appointment of Steven Chaur for sales and distribution expertise.
Brett Paton (Chairman), Ross Anderson (CEO/Executive Director), Mathew Ryan (Executive Director), Roger Commins (Non-executive Director), and Steven Chaur (Non-executive Director) highlighted for their expertise and roles.
Executive team includes two women; company emphasizes merit-based appointments and gender diversity in workforce.
Katherine Bryar appointed as Chief Sales and Marketing Officer, joining in January.
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- DNB
Q4 2025 saw strong growth, high returns, and an 86% payout ratio despite higher costs. - KCO
Strategic focus on value-added processing and sustainability drives growth outlook for 2025. - GRLA
Profit before tax dropped to DKK 132.5m, but full-year guidance was raised amid strong capital ratios. - KCO
Portfolio shift to HVAB and North America drives stable earnings amid market headwinds. - YUMC
Q4 operating profit up 25% YoY, delivery sales exceed 50%, $1.5B returned to shareholders. - TOM2
Record Automotive backlog, improved margins, and strategic wins set up growth from 2027. - 524636
Revenue rose but net losses widened in Q3 FY26; compliance and creditor processes are ongoing. - MFI
Q3 2024 delivered higher sales, margins, and cash flow, with a pork spin-off expected in 2025. - MFI
Adjusted EBITDA up 37%, margin at 11.2%, and pork spin-off planned for 2025. - AURIONPRO
Q3 FY26 saw revenue growth, regulatory-driven exceptional costs, and a strategic acquisition.
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