Australian Agricultural Company (AY5) AI Stock Analysis
Australian Agricultural Company
(Frankfurt:AY5)
No summary available
Australian Agricultural Company (AY5) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 566.60M
- Dividend Yield
- ―
- Average Volume (3M)
- 1,855
- Price to Earnings (P/E)
- 7.3
- Beta (1Y)
- 0.32
- Revenue Growth
- 2.03%
- EPS Growth
- ―
- Country
- Germany
- Employees
- 510
- Sector
- Consumer Defensive
- Sector Strength
- 62
- Industry
- Agricultural Farm Products
Australian Agricultural Company Business Overview & Revenue Model
Company Description
Australian Agricultural Company Limited engages in the production of cattle and beef in Australia. The company is involved in production of beef, including breeding, backgrounding, and feedlotting; sales and marketing beef into global markets; and ow...
Australian Agricultural Company Earnings Call Summary
The call presented strong operational and financial momentum: record operating profit (+23%), revenue growth (+9%), improved prices (+8% Wagyu) and a growing herd (+6%) alongside strategic investments in genetics, finishing capacity and ESG projects. These positives were balanced by discrete but manageable challenges — a significant flood loss (~7,000 head), geopolitical-driven supply chain cost increases (freight ~+20%), tariff headwinds and a statutory profit partly driven by unrealized livestock valuation gains. Core free cash flow remains small ($0.8m) and carbon credit benefits are multi‑year. Overall, highlights substantially outweigh the lowlights, though management flagged several risks to monitor into FY'27.
Q4-2026 Updates
Positive Updates
Negative Updates
Company Guidance
AACo did not give explicit FY‑27 earnings guidance but set clear forward priorities — protect resilience, maintain cost discipline, execute Better Beef and target medium‑to‑long‑term value — while flagging key forward metrics and exposures: beef demand is expected to remain strong despite tariffs and geopolitical risk, freight costs are up ~20%, and ~60% of expected international sales are hedged over the next 24 months at ~A$0.65. Balance sheet flexibility is supported by a club debt facility and gearing at the low end of the Board’s 20–35% target; NTA is $1.8bn ($2.92/share). Operationally the herd is ~482,000 head (up 6%, net ~7,000 flood losses), Goonoo finishing capacity +10%, ~215 bores converted to solar, Glentana’s soil carbon project is registered for ACCUs (25‑year project; first credits in coming years), and there are no franking credits. Previous FY‑26 results referenced for context: revenue $422.1m (+9%), operating profit $71.6m (+23%), beef sales $314.4m, Wagyu beef price +8%, cattle prices +17%, and core free cash flow $0.8m (+$11.4m).
Australian Agricultural Company Peers Comparison
Overall Rating
AU:SGLLV71Outperform
AU:ELD56Neutral
AU:GNC56Neutral
AU:ING51Neutral
AU:DBF37Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| AU:SGLLV | 71Outperform | AUD 997.47M | 13.85 | 11.22% | 4.86% | -2.43% | -0.05% |
| Sector * | 62Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% |
| AU:ELD | 56Neutral | AUD 1.35B | 22.58 | 4.83% | 5.75% | 11.05% | -30.84% |
| AU:GNC | 56Neutral | AUD 1.45B | -106.35 | -0.99% | 5.67% | -1.68% | -119.86% |
| AU:ING | 51Neutral | AUD 776.10M | 22.45 | 13.65% | 4.82% | 2.38% | -61.47% |
| AU:DBF | 37Underperform | AUD 35.89M | -0.71 | -28.98% | ― | -9.65% | -23.93% |
* Consumer Defensive Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:AY5 | Australian Agricultural Company Limited | 0.81 | 0.02 | 2.53% | |
| AU:ELD | Elders Limited | 6.26 | -0.32 | -4.92% | |
| AU:GNC | Graincorp Limited Class A | 6.70 | -1.63 | -19.53% | |
| AU:ING | Inghams Group Ltd. | 2.09 | -0.19 | -8.33% | |
| AU:DBF | Duxton Farms Limited | 0.34 | -0.52 | -60.82% | |
| AU:SGLLV | Ricegrowers Ltd. Class B | 14.40 | -1.32 | -8.41% |
Disclaimer
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