Fonterra reports FY26 results for Fonterra Shareholders Fund stock

Published on 10/01/2026 at 12:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

FY26 operating profit reached NZD 3.4 billion, up 97.60 percent from NZD 1.7 billion. Fonterra Shareholders Fund stock carries FY27 guidance of NZD 0.65 to NZD 0.85 per share.

FSF, NZFSFE0001S5, Illustration mit AI erstellt.

Fonterra reported FY26 results for Fonterra Shareholders Fund stock on September 24, 2026, with operating profit of NZD 3.4 billion, up 97.60 percent from NZD 1.7 billion in fiscal 2025. The company set FY27 underlying earnings guidance at NZD 0.65 to NZD 0.85 per share, according to Fonterra.

FY26 profit reflects a major comparison

The reported result included a NZD 1.2 billion benefit from the Mainland Group divestment. Profit after tax reached NZD 2.6 billion in fiscal 2026, an increase of 142.00 percent from the prior year, while the continuing business generated underlying operating profit of NZD 1.8 billion.

The continuing business also delivered earnings of NZD 0.71 per share in fiscal 2026, compared with NZD 0.54 per share in the prior year. Return on capital rose to 14.20 percent from 11.70 percent, placing the measure above the company's 10.00 percent to 12.00 percent target range.

FY27 guidance sets the next benchmark

The FY27 outlook combines earnings guidance of NZD 0.65 to NZD 0.85 per share with a forecast Farmgate Milk Price of NZD 8.50 to NZD 10.50 per kgMS for the 2026/27 season. The range gives investors a clear benchmark for judging whether the strong FY26 performance can continue as market conditions evolve.

Fonterra also declared a fully imputed final dividend of NZD 0.33 per share, bringing fully imputed dividends for fiscal 2026 to NZD 0.73 per share, compared with NZD 0.57 per share in fiscal 2025. The final distribution is scheduled for payment on October 15, 2026, according to Filing Reader.

FSF units remain near the yearly high

FSF units were last at NZD 8.83 on the NZX on October 1, 2026 at 5:00 p.m. NZDT, up NZD 0.03 from NZD 8.80. The NZD 6.14 to NZD 8.83 52-week range places the latest quote at its yearly high, while market capitalization stood at NZD 948.4 million.

The fund's September 2026 allotment notice confirmed 107,410,984 units outstanding at September 30, 2026 and identified the security as FSF units with ISIN NZFSFE0001S5. The notice was published by NZX.