Ridley Corporation Limited (RI6) AI Stock Analysis
Ridley Corporation Limited
(Frankfurt:RI6)
No summary available
Ridley Corporation Limited (RI6) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 704.72M
- Dividend Yield
- 3.72%
- Average Volume (3M)
- 531
- Price to Earnings (P/E)
- 36.7
- Beta (1Y)
- 0.27
- Revenue Growth
- 116.88%
- EPS Growth
- -51.63%
- Country
- Germany
- Employees
- 613
- Sector
- Consumer Defensive
- Sector Strength
- 62
- Industry
- Packaged Foods
Ridley Corporation Limited Business Overview & Revenue Model
Company Description
Ridley Corporation Limited, an Australian enterprise, specializes in offering extensive animal nutrition solutions. Its operations are divided into two main segments: Packaged Feeds and Ingredients, and Bulk Stockfeeds. The company provides a diverse...
Ridley Corporation Limited Earnings Call Summary
The call emphasized strong, acquisition-driven earnings growth and solid cash generation (61.8% EBITDA growth, EPS +18%, fertilizer EBITDA contribution), successful integration steps and several operational wins (volume growth in Bulk, private-label gains in Packaged Feeds). Offsetting negatives include an $11.4M decline in Packaged & Ingredients EBITDA due to operational issues, a $28.7M NovaqPro impairment, one-off acquisition/integration costs and a move from net cash to $296M net debt with higher finance costs. Management presented a constructive FY'27 outlook with expected earnings growth across segments, ongoing integration synergies and a maintained dividend policy, indicating confidence in delivering accretion from the acquisition despite near-term headwinds.
Q4-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Guidance: Ridley expects group earnings growth in FY27 in each segment — driven by a full‑year contribution from Fertilisers, volume growth and higher capacity utilisation in Bulk Stockfeeds, and operational recovery plus a better commodity outlook in Packaged & Ingredients — and will continue its capital allocation framework targeting a dividend payout ratio of 50–70% of NPAT. Key metrics and assumptions: FY26 EBITDA was $157.8m (Fertilisers 9‑month EBITDA $72.2m; Bulk $50.3m; Packaged & Ingredients $51.6m), underlying EPS $0.163 (up 18%), operating cash flow $122m (including $40m one‑offs), headline leverage 0.85x at 30 June (net debt $296m versus prior net cash $64m) with $444m liquidity headroom and a target leverage range of 1–2x, capex $67m (growth capex $23m), maintenance/ESG capex reset to 80–100% of depreciation, expected normalized tax rate ~26–30%, integration/IT program $30m ( $13.3m spent in FY26) delivering ~$7m IT synergies over two years plus ~$8m headcount savings in FY27 and $5–10m procurement savings by FY28; FY26 included an ISI net charge of $4.8m after tax and a NovaqPro non‑cash write‑off of $28.7m after tax.
Ridley Corporation Limited Peers Comparison
Overall Rating
AU:CLV77Outperform
AU:SHV70.2Outperform
AU:BGA56Neutral
AU:NOU49Neutral
AU:AHF45Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| AU:CLV | 77Outperform | AUD 167.00M | 15.97 | 13.83% | 2.42% | 13.26% | 49.05% |
| AU:SHV | 70Outperform | AUD 576.18M | 19.31 | 5.52% | 0.85% | -5.67% | -9.70% |
| Sector * | 62Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% |
| AU:BGA | 56Neutral | AUD 1.92B | 35.76 | 5.46% | 2.31% | 6.66% | ― |
| AU:NOU | 49Neutral | AUD 33.25M | -0.51 | 13.40% | ― | 8.82% | 55.22% |
| AU:AHF | 45Neutral | AUD 12.97M | -4.21 | -12.90% | ― | 0.46% | 46.48% |
* Consumer Defensive Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:RI6 | Ridley Corporation Limited | 1.64 | 0.08 | 4.99% | |
| AU:SHV | Select Harvests Limited | 4.10 | 0.31 | 8.29% | |
| AU:NOU | Noumi Limited | 0.12 | -0.02 | -14.29% | |
| AU:AHF | Australian Dairy Nutritionals Group | 0.02 | -0.02 | -54.29% | |
| AU:BGA | Bega Cheese Limited | 6.29 | 1.05 | 20.06% | |
| AU:CLV | Clover Corporation Limited | 1.00 | 0.34 | 50.60% |
Disclaimer
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