Orica stock gains 1.27 percent as FY2027 supply is secured

Published on 10/04/2026 at 12:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Orica stock gained 1.27 percent to AUD 23.18 on October 2, 2026, after FY2027 supply was secured. First-half NPAT rose 8 percent to AUD 283.1 million.

Orica, AU000000ORI1, Illustration mit AI erstellt.

Orica stock (ISIN AU000000ORI1) was trading at AUD 23.18 on the ASX on October 2, 2026 at 12:34 a.m. AEST, up 1.27 percent from the previous session. The latest company update secured ammonium nitrate supply for contracted North American customers for FY2027, according to SureStone Capital on September 28, 2026.

Supply secured for FY2027

Orica said higher sourcing costs should be offset through logistics optimization, cost reduction initiatives and customer arrangements, limiting the expected margin effect in FY2027. The company also said integration of the Danafloat and Nelson Brothers businesses was complete and that the broader operation continued to perform in line with expectations, according to Grafa on September 28, 2026.

The counter-factor is timing around the Deer Park property sale in Victoria. Negotiations will extend beyond the previously indicated FY2026 timeframe, although the company said the delay does not affect underlying operations.

Profit growth supports the valuation

Orica's first-half FY2026 NPAT before significant items increased 8 percent to AUD 283.1 million, while EBIT rose 5 percent to AUD 512.0 million. Net operating cash flow reached AUD 230.6 million and the interim dividend increased 14 percent to AUD 0.285 per share, according to Veye on September 21, 2026.

That earnings base gives the supply announcement more weight than a standalone operational headline. Orica is entering FY2027 with customer supply secured, but the delayed land sale and higher input costs keep execution central to the next full-year update.

Orica stock stays below AUD 26.14

Orica stock was at AUD 23.18 on the ASX on October 2, 2026, with a 52-week range of AUD 18.35 to AUD 26.14. The company had a market capitalization of AUD 10.7 billion and reported volume of 861,000 shares in the same market snapshot.