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Allied Farmers (ALF) investor relations material
Allied Farmers H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved total comprehensive income of $4.26 million for the six months ended 31 December 2025, up from $2.28 million year-over-year.
Completed the sale of NZ Farmers Livestock Limited (NZFL), resulting in a gain on sale and reclassification of discontinued operations.
Financial highlights
Profit attributable to shareholders rose to $3.82 million from $1.88 million year-over-year.
Earnings per share (basic) increased to 13.25 cents from 6.54 cents year-over-year.
Net cash and cash equivalents increased to $10.80 million from $9.66 million at 30 June 2025.
Net tangible assets per share rose to $0.70 from $0.54 at 31 December 2024.
Outlook and guidance
Management expects full recovery of NZFL loan book receivables by May 2026.
- EPS and assets surged, no FY24 dividend, and all resolutions including tax loss preservation passed.ALF
AGM 202415 May 2026 - Net profit after tax surged 56% to $5.21 million, with EPS up to 18.07 cents and no FY24 dividend.ALF
H2 202415 May 2026 - Adjusted profit rose year-over-year, with strong cash flow and a major asset sale pending.ALF
H2 202515 May 2026 - Shareholders approved all resolutions, including a major asset sale and reinvestment focus.ALF
AGM 202513 Nov 2025 - FY2023 profit rose 16% as Allied Farmers expanded in rural land and livestock, securing key assets.ALF
ASM Presentation 202313 Jun 2025 - Profit after tax rose to $1.88 million, with higher income but lower property gains.ALF
H1 20255 Jun 2025
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