GrainCorp Navigates a Tough FY26 Commodity Cycle with Discipline
GrainCorp Limited (ASX: GNC) has released its FY26 earnings guidance, reflecting challenging global and domestic grain market conditions. The company expects underlying EBITDA of AU$200–240 million and underlying NPAT of AU$20–50 million, materially lower than FY25, primarily due to global grain oversupply and depressed commodity prices. While East Coast Australia has delivered strong winter crop volumes, slow grower selling and weak export margins have constrained profitability. Receival volumes are anticipated at 11.0–12.0 million tonnes, with exports forecast at 5.5–6.5 million tonnes, both below the prior year. In its Nutrition and Energy segment, oilseed crush margins and animal nutrition performance are expected to remain broadly stable, although agri-energy earnings are likely to soften due to uncertainty around US biofuels policy. In response, GrainCorp is accelerating cost management initiatives while maintaining service quality, supported by a strong balance sheet that underpins its long-term strategy.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au
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GrainCorp Navigates a Tough FY26 Commodity Cycle with Discipline
GrainCorp Limited (ASX: GNC) has released its FY26 earnings guidance, reflecting challenging global and domestic grain market conditions. The company expects underlying EBITDA of AU$200–240 million and underlying NPAT of AU$20–50 million, materially lower than FY25, primarily due to global grain oversupply and depressed commodity prices. While East Coast Australia has delivered strong winter crop volumes, slow grower selling and weak export margins have constrained profitability. Receival volumes are anticipated at 11.0–12.0 million tonnes, with exports forecast at 5.5–6.5 million tonnes, both below the prior year. In its Nutrition and Energy segment, oilseed crush margins and animal nutrition performance are expected to remain broadly stable, although agri-energy earnings are likely to soften due to uncertainty around US biofuels policy. In response, GrainCorp is accelerating cost management initiatives while maintaining service quality, supported by a strong balance sheet that underpins its long-term strategy.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au