PGG Wrightson (PGWFF) AI Stock Analysis

PGG Wrightson

(Other OTC:PGWFF)

Rating:―N/A

Action:N/A

Date:―

No summary available

Positive Factors

FY26 revenue and earnings growthThe return to more than $1 billion of revenue, combined with double-digit EBITDA growth and stronger net profit, shows improved operating scale and customer activity. If supported across rural supplies, agency and livestock services, this expansion can strengthen earnings capacity over the next several reporting periods.

Negative Factors

Higher leverage and weaker returnsRising debt relative to equity reduces financial flexibility and leaves less capacity to absorb weaker agricultural conditions or fund expansion without additional borrowing. Lower ROE also indicates that the enlarged capital base is currently producing weaker returns, increasing the need for sustained profit improvement.

PGG Wrightson (PGWFF) vs. SPDR S&P 500 ETF (SPY)

Market Cap: $101.90M
Dividend Yield: 5.10%
Average Volume (3M): ―
Price to Earnings (P/E): 10.1
Beta (1Y): -0.12
Revenue Growth: 8.70%
EPS Growth: 39.12%
Country: US
Employees: 1,870
Sector: Industrials
Sector Strength: 63
Industry: Specialty Business Services

PGG Wrightson Business Overview & Revenue Model

Company Description

PGG Wrightson Limited provides goods and services for agricultural and horticultural sectors in New Zealand. It operates through two segments: Agency, and Retail & Water. The company operates rural supplies stores that offer a range of products, such...

PGG Wrightson Earnings Call Summary

Earnings Call Date:Aug 09, 2026(Q4-2026)|% Change Since:2.90%|Next Earnings Date:Mar 01, 2027

Earnings Call SentimentPositive

The call conveys a broadly positive operational and financial story: double-digit revenue growth, sizable EBITDA and NPAT increases, stronger operating cash flow, successful strategic acquisition (Nexan) and digital/product traction (platform bids ~30%, Blue ag adoption). These positives are balanced by a missed return-on-capital target, a small rise in net debt, margin pressure in Retail & Water partly due to an impairment, and sector/external risks (El Niño, supply chains, input costs). While some reported figures in the transcript are inconsistent and need reconciliation, management describes confidence in underlying cash generation and a constructive outlook, with caution over near-term risks.

Positive Updates

Revenue Growth Exceeds $1 Billion

Operating revenue of $1.1 billion, up $99 million or 10% year-on-year — the first time PGW exceeded $1 billion revenue since the 2019 divestment of PGG Seeds.

Negative Updates

Missed Return on Capital Target

Target of 10% growth in return on capital over a 3-year rolling cycle was missed; the 3-year rolling average was 8.1%, impacted by tough market conditions in FY '24.

Company Guidance

Management did not give firm FY27 numerical guidance — saying it’s “too soon” and that FY27 guidance will be provided at the Annual Shareholder Meeting on 30 October — but described FY27 as starting from a position of relative strength supported by healthy international demand and strong red‑meat, dairy and horticulture returns while flagging risks from El Niño/dry conditions, geopolitical tensions, supply‑chain disruption and elevated input costs. For context they reported FY26 metrics of operating revenue $1.1bn (up $99m, +10% YoY), operating EBITDA $64.3m (up $8.2m, +15% YoY), net profit after tax $15.6m (up $4.9m, +46% YoY), operating cash flow $52.6m (up ~ $42m vs FY25), headline EPS c.$0.26, full‑year dividend ~$0.10 per share, NIBD $2.4m higher than the prior year, Nexan revenue $8.1m and NPAT $1.0m, dairy real estate volumes +30%, other sales volumes +60% YoY, ~30% of livestock bids placed via the bidder platform, and expanded banking facilities to a $265m limit (from $185m) with Go facilities ~ $115m.

PGG Wrightson Peers Comparison

Overall Rating

UnderperformOutperform

Sector (63)

Financial Indicators

PGWFF against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
NZ:POT	66Neutral	NZD 5.61B	35.83	6.78%	2.93%	4.13%	-10.00%
NZ:MFT	65Neutral	NZD 6.87B	27.28	12.02%	2.97%	2.81%	-8.51%
NZ:FRW	64Neutral	NZD 2.28B	24.52	17.19%	4.15%	13.50%	17.16%
Sector *	63Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
NZ:AIR	45Neutral	NZD 1.21B	-5.01	-13.80%	―	3.86%	-299.47%
NZ:MOV	44Neutral	NZD 22.97M	47.37	6.10%	―	1.52%	―

* Industrials Sector Average

Performance Comparison

PGWFF and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
PGWFF	PGG Wrightson	1.35	0.36	36.78%
NZ:AIR	Air New Zealand Limited	0.38	-0.21	-36.44%
NZ:FRW	Freightways	12.75	-1.14	-8.21%
NZ:MFT	Mainfreight	68.20	9.08	15.35%
NZ:POT	Port of Tauranga	8.24	0.79	10.63%
NZ:MOV	Move Logistics Group Limited	0.18	-0.03	-14.29%

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.

PGG Wrightson AI Stock Analysis