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Nufarm Limited (NUF) AI Stock Analysis

DE:NUF

Nufarm Limited

(Frankfurt:NUF)

Rating:―N/A
Action:N/A
Date:―

No summary available

Positive Factors
Global Crop Protection PortfolioNufarm operates across several essential crop-protection categories and serves agricultural markets in multiple regions. This broad product and geographic footprint supports recurring relevance to growers, while registration and formulation capabilities can help sustain market access over time.
Negative Factors
Revenue ContractionThe 17.87% revenue decline signals weaker commercial performance across Nufarm’s crop-protection business. If sustained, lower sales can reduce manufacturing and distribution efficiency, weaken operating leverage, and make it harder to fund product development, registrations, and market expansion.

Nufarm Limited (NUF) vs. iShares MSCI Germany ETF (EWG)

-20%0%20%40%60%80%DE:NUF+64.10%EWG+6.61%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
EUR 768.57M
Dividend Yield
―
Average Volume (3M)
―
Price to Earnings (P/E)
-7.6
Beta (1Y)
0.37
Revenue Growth
-7.46%
EPS Growth
-248.46%
Country
Germany
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,...

Nufarm Limited Earnings Call Summary

Earnings Call Date:Nov 17, 2025(Q4-2025)|% Change Since:71.43%|Next Earnings Date:Nov 18, 2020
Earnings Call SentimentNeutral

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.

Positive Updates

Strong Crop Protection Performance
Crop Protection delivered a strong result with an 18% increase in earnings and profitability growth across all regions. EBITDA margin improved by 140 basis points.

Negative Updates

Statutory Loss Due to Material Items
A statutory loss of $165 million was reported, including $142 million of mainly non-cash material items related to the Seed Technology review and performance improvement program.

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 Peers Comparison

Overall Rating

UnderperformOutperform
Sector (61)

Financial Indicators

DE:NUF against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
AU:WGNAU:WGN62NeutralAUD 953.71M22.2019.51%1.08%16.85%70.12%
Sector *61Neutral$10.43B7.12-0.05%2.87%2.86%-36.73%
AU:PLAAU:PLA50NeutralAUD 327.16M-7.47-27.92%――-703.70%
AU:CP8AU:CP841NeutralAUD 55.23M-19.86-22.21%―-30.52%-19.67%
AU:RLFAU:RLF38UnderperformAUD 17.98M-1.87-88.51%―-0.48%-195.74%
AU:TGHAU:TGH37UnderperformAUD 11.52M-2.26-52.55%―-11.34%30.34%

* Basic Materials Sector Average

Performance Comparison

0%100%200%300%DE:NUFAU:CP8AU:WGNAU:TGHAU:RLFAU:PLADec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
DE:NUF and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
DE:NUFNufarm Limited1.920.7766.96%
AU:CP8Canadian Phosphate Limited0.140.10222.22%
AU:WGNWagners Holding Co. Ltd.4.611.5450.02%
AU:TGHTerragen Holdings Ltd0.01-0.01-33.33%
AU:RLFRLF AgTech Ltd0.03-0.05-66.23%
AU:PLAPacific Lime and Cement Limited0.380.1035.71%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

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.