Nufarm stock confronts FY26 EBITDA guidance below consensus

Published on 10/06/2026 at 14:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nufarm stock was trading at AUD 3.16 on October 6, 2026, while FY26 underlying EBITDA guidance stood at AUD 370 million to AUD 380 million. Eight analysts give a Buy consensus and an AUD 3.56 average target.

Nufarm, AU000000NUF3, Illustration mit AI erstellt.

Nufarm Limited stock (ISIN AU000000NUF3) was trading at AUD 3.16 on the Australian Securities Exchange on October 6, 2026, at 3:10 p.m. AEDT, up 0.96 percent from the prior close. The company reaffirmed FY26 underlying EBITDA guidance of AUD 370 million to AUD 380 million at its September investor event, keeping the turnaround centered on portfolio discipline, seeds and lower leverage.

Guidance stays below consensus

According to Investorpa on September 28, 2026, Nufarm set FY26 guidance at AUD 3.0 billion of revenue and AUD 370 million to AUD 380 million of underlying EBITDA. The midpoint of AUD 375 million is 2.3 percent below the AUD 384 million consensus cited by Market Index.

The comparison explains why the stock reaction has remained more restrained than the operating targets alone might suggest. Market Index reported that Nufarm shares fell 6.2 percent to AUD 3.00 on September 23 after the guidance update, while the company continued to point to positive free cash flow and leverage of 2.0 times by the end of FY26.

Seeds and savings shape the reset

Nufarm's investor presentation described a narrower crop-protection portfolio focused on cereals, soybean and trees, nuts and vines, alongside investment in seed technologies and renewable oils. The company also reaffirmed a AUD 50 million cost-saving program, with the run-rate targeted by the end of FY27, according to Nufarm.

For investors, the key distinction is between underlying earnings and statutory profit. Investing.com reported that material items of AUD 90 million to AUD 110 million related to restructuring and site closures could weigh on the bottom line even as underlying EBITDA grows.

Analysts see further value

StockAnalysis lists a Buy consensus from 8 analysts and an average price target of AUD 3.56. Its latest market capitalization figure is AUD 1.2 billion, while the stock has gained 37.72 percent over the past 52 weeks.

Nufarm stock stays below its yearly high

Nufarm stock was trading at AUD 3.16 on the ASX on October 6, 2026, with a session range of AUD 3.09 to AUD 3.22, volume of 962,507 shares and a 52-week range of AUD 1.79 to AUD 3.37. The next confirmed full-year results date is November 19, 2026, according to StockAnalysis.