Nufarm stock gets a FY26 EBITDA guidance boost

Published on 10/07/2026 at 01:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nufarm stock was trading at AUD 3.18 on October 7, 2026, while FY26 EBITDA guidance stands at AUD 370 million to AUD 380 million. The range implies 25 percent growth at midpoint.

Nufarm, AU000000NUF3, Illustration mit AI erstellt.

Nufarm Limited (ISIN AU000000NUF3) was trading at AUD 3.18 on the Australian Securities Exchange on October 7, 2026, up 0.63 percent from AUD 3.16. The company is working toward FY26 underlying EBITDA of AUD 370 million to AUD 380 million, a range that implies 25 percent growth at the midpoint.

Guidance sets the central test

According to Motley Fool Australia on September 24, 2026, Nufarm's updated FY26 outlook targets underlying EBITDA of AUD 370 million to AUD 380 million and includes AUD 90 million to AUD 110 million of restructuring costs. The same update put the run-rate cost-saving target at AUD 50 million by the end of FY27.

The guidance is therefore a test of operating improvement rather than a simple revenue-growth story. Underlying earnings are expected to improve, while restructuring charges can still weigh on statutory profit and the cash conversion investors ultimately receive.

Operations must deliver savings

Capital Brief reported on September 23, 2026, that leverage was expected to fall from 2.7 times at September 30, 2025, to 2.0 times at September 30, 2026. That change would give the guidance a balance-sheet dimension, with positive free cash flow and cost reductions carrying as much importance as the EBITDA range.

The most recent company update also points to a narrower portfolio and a stronger return focus in crop protection and seed technologies. Nufarm's investor event presentation was dated September 28, 2026, according to the Nufarm investor centre.

Consensus leaves room for debate

The published consensus is Buy from 8 analysts, with an average 12-month target of AUD 3.49, a high of AUD 4.15039 and a low of AUD 2.95, according to Investing.com. The average target lies 9.7 percent above the AUD 3.18 price, leaving the market to judge whether the savings plan can offset the restructuring burden.

Broker views remain mixed in their emphasis. Markets Insider reported on September 28, 2026, that Citi maintained a Hold rating with an AUD 3.30 target, while the quarter ending March 31 produced revenue of AUD 1.71 billion and net profit of AUD 38.2 million, compared with AUD 1.81 billion and AUD 14.88 million a year earlier.

Stock trades below its yearly high

Nufarm stock was trading at AUD 3.18 on October 7, 2026 at 9:02 a.m. AEST, with volume of 1,029,909 shares. Its 52-week range was AUD 1.79 to AUD 3.37, while the market capitalization stood at AUD 1.2 billion.