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Nufarm Limited (NUF) AI Stock Analysis
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Nufarm Limited
(ASX:NUF)
The score is held down primarily by weak financial performance (declining revenue, negative margins and ROE, and sharply lower free cash flow). Technicals are only mildly supportive with a mixed trend and subdued momentum, while valuation is penalized by a negative P/E (loss-making) and no dividend yield data.
Nufarm Limited (NUF) vs. iShares MSCI Australia ETF (EWA)
- Market Cap
- AUD 768.57M
- Dividend Yield
- ―
- Average Volume (3M)
- 1.12M
- Price to Earnings (P/E)
- -7.0
- Beta (1Y)
- 0.63
- Revenue Growth
- -1.53%
- EPS Growth
- -281.84%
- Country
- Australia
- Employees
- 3,046
- Sector
- Basic Materials
- Sector Strength
- 61
- Industry
- Agricultural Inputs
Nufarm Limited Business Overview & Revenue Model
Company Description
Nufarm Limited, alongside its affiliated entities, specializes in the development, production, and global distribution of agricultural crop protection products and seed technologies. Its operations span key regions including Europe, the Middle East,...
How the Company Makes Money
Nufarm primarily makes money by selling crop protection products into agricultural markets, generating revenue from the commercial sale of branded and off-patent/"post‑patent" active-ingredient-based products that are formulated and distributed for u...
Nufarm Limited Earnings Call Summary
The earnings call highlights a strong performance in Crop Protection and a strategic repositioning in Seed Technologies. However, significant losses from material items and challenges in the omega-3 market offset these positives. The company is focusing on debt reduction and operational improvements for future growth.
Q4-2025 Updates
Positive Updates
Negative Updates
Company Guidance
During the Nufarm Limited FY '25 Results Conference Call, several key metrics and strategic directions were highlighted. The company reported a statutory loss of $165 million, influenced by $142 million in non-cash material items and a broader performance improvement program. Despite this, Crop Protection saw an 18% increase in earnings, with an EBITDA margin improvement of 140 basis points and growth across all regions. Net debt was reduced by $538 million, ending with a leverage ratio of 2.7x. The company anticipates strong EBITDA growth in FY '26, targeting a leverage of 2.0x and planning for capital expenditure below $200 million. Seed Technologies underwent a strategic review, resulting in a reprioritized strategy aimed at enhancing shareholder value, focusing on profitable hybrid seeds, a reduction in omega-3 cash requirements, and expansion in bioenergy with BP. The outlook for FY '26 includes continued growth in Crop Protection, a $30 million improvement in emerging platforms' EBITDA, and a commitment to strong cost and capital deployment discipline.
Nufarm Limited Financial Statement Overview
Summary
Financial performance is weak overall: revenue fell 17.87% and profitability is negative (net margin -4.80%, EBIT margin -1.85%). Leverage is moderate (debt-to-equity 0.62) but rising, while returns are negative (ROE -7.83%). Cash generation is also pressured with free cash flow down 47.08% and a low operating cash flow to net income ratio (0.13).
Income Statement
45NeutralBalance Sheet
55NeutralCash Flow
50Neutral| Breakdown | TTM | Sep 2025 | Sep 2024 | Sep 2023 | Sep 2022 | Jul 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.02B | 3.44B | 3.35B | 3.48B | 3.77B | 3.22B |
| Gross Profit | 1.48B | 950.13M | 840.37M | 1.03B | 972.59M | 834.71M |
| EBITDA | 369.70M | 158.37M | 263.77M | 427.18M | 421.60M | 359.18M |
| Net Income | -137.77M | -165.32M | -5.60M | 111.14M | 107.44M | 65.13M |
Balance Sheet | ||||||
| Total Assets | 4.80B | 4.58B | 4.43B | 4.63B | 4.66B | 4.37B |
| Cash, Cash Equivalents and Short-Term Investments | 358.05M | 474.72M | 463.56M | 410.96M | 585.70M | 724.22M |
| Total Debt | 1.59B | 1.30B | 1.10B | 1.26B | 931.87M | 1.04B |
| Total Liabilities | 2.74B | 2.47B | 2.22B | 2.32B | 2.51B | 2.25B |
| Stockholders Equity | 1.82B | 1.86B | 2.21B | 2.31B | 2.15B | 2.12B |
Cash Flow | ||||||
| Free Cash Flow | 284.14M | 41.17M | 219.43M | -352.36M | 283.77M | 281.70M |
| Operating Cash Flow | 408.43M | 162.76M | 472.39M | -125.62M | 359.57M | 424.19M |
| Investing Cash Flow | -245.13M | -245.61M | -207.46M | -241.73M | -240.41M | -146.30M |
| Financing Cash Flow | -62.32M | 83.87M | -200.76M | 185.98M | -264.37M | 19.18M |
Nufarm Limited Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:NUF, the sentiment is Positive. The current price of 3.17 is above the 20-day moving average (MA) of 3.10, above the 50-day MA of 3.15, and above the 200-day MA of 2.65, indicating a bullish trend. The MACD of -0.01 indicates Negative momentum. The RSI at 56.39 is Neutral, neither overbought nor oversold. The STOCH value of 84.65 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:NUF.
Nufarm Limited Peers Comparison
Overall Rating
AU:WGN62Neutral
AU:PLA50Neutral- AU:NUF49Neutral
AU:RLF44Neutral
AU:CP841Neutral
AU:TGH37Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| AU:WGN | 62Neutral | AUD 953.71M | 22.87 | 19.51% | 1.05% | 16.85% | 70.12% |
| Sector * | 61Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% |
| AU:PLA | 50Neutral | AUD 327.16M | -7.77 | -27.92% | ― | ― | -703.70% |
| AU:NUF | 49Neutral | AUD 1.22B | -6.98 | -7.49% | ― | -1.53% | -281.84% |
| AU:RLF | 44Neutral | AUD 17.98M | -1.94 | -88.51% | ― | -0.48% | -195.74% |
| AU:CP8 | 41Neutral | AUD 55.23M | -19.18 | -22.21% | ― | -30.52% | -19.67% |
| AU:TGH | 37Underperform | AUD 11.52M | -2.26 | -52.55% | ― | -11.34% | 30.34% |
* Basic Materials Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| AU:NUF | Nufarm Limited | 3.17 | 1.06 | 50.24% | |
| AU:CP8 | Canadian Phosphate Limited | 0.14 | 0.09 | 169.23% | |
| AU:WGN | Wagners Holding Co. Ltd. | 4.75 | 1.96 | 70.43% | |
| AU:TGH | Terragen Holdings Ltd | 0.01 | -0.01 | -33.33% | |
| AU:RLF | RLF AgTech Ltd | 0.03 | -0.05 | -65.82% | |
| AU:PLA | Pacific Lime and Cement Limited | 0.38 | 0.11 | 40.74% |
Nufarm Limited Corporate Events
Nufarm Flags Strong FY26 Earnings and Lower Leverage as Strategy Refresh Takes Hold
Nufarm has signalled a strong FY26 performance, forecasting a roughly 25% rise in underlying EBITDA to between $370 million and $380 million and a sharp reduction in leverage to about two times, underpinned by positive free cash flow and tighter work...
Nufarm Reports Lapse of 191,399 Performance Rights
Nufarm Limited has reported the lapse of 191,399 performance rights, which ceased on 30 June 2026 after the conditions attached to these rights were not met or became incapable of being satisfied. The cessation slightly reduces Nufarm’s potenti...
Nufarm Issues Nearly 2 Million Unquoted Performance Rights Under Incentive Plan
Nufarm Limited has notified the market of the issue of 1,990,618 unquoted performance rights under its employee incentive scheme, with an issue date of June 30, 2026. The new securities are not intended to be quoted on the ASX, highlighting Nufarm...
Nufarm Seeks ASX Quotation for New Shares Issued Under Employee Incentive Plan
Nufarm Limited has applied for quotation on the ASX of 103,643 new ordinary fully paid shares issued on July 6, 2026. These securities arise from an employee incentive scheme and will be quoted despite not being subject to transfer restrictions.The m...
Nufarm Updates Market on Director Rico Christensen’s Equity Interests
Nufarm Limited has disclosed a change in the interests of director Rico Christensen in the company’s securities, as required under ASX listing rules. The update covers both his direct holdings of ordinary shares and indirect interests held thro...
Nufarm director Alexandra Gartmann lifts stake in on-market share purchase
Nufarm Limited has reported a change in director shareholdings, confirming that director Alexandra Gartmann increased her direct interest in ordinary shares. The transaction reflects the company’s adherence to ASX listing rules on disclosure an...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Sep 25, 2026