A2 Milk shares rise 3.63% to A$7.99 after update on China supply issues
AI Market Summary
A2 Milk reported that China-label infant formula supply-chain disruptions have largely been resolved, with channel inventory back to target levels, reducing a key operational overhang. Preliminary FY26 figures were slightly ahead of prior guidance: revenue ~NZ$1.97bn (+12%+ YoY), EBITDA margin at the top of the guided range, NPAT modestly higher YoY, and cash conversion ~70% versus 50% guidance, supporting a positive near-term repricing.
Impact level
● Medium
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NCSKS2USD/USDT+0.87%
AI Insight · NCSKS2USD/USDTAI Insight
▲ Bullish
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A2 Milk (ASX: A2M) rose 3.63% to A$7.99, taking its one-month gain to 54%. The company said supply-chain issues affecting its China label infant milk formula business have now been mostly resolved, with channel inventory back to target levels. It also flagged preliminary FY26 results, including revenue of about NZ$1.97 billion (up more than 12% on FY25), an EBITDA margin at the top end of its 14% to 14.5% guidance range, and cash conversion of around 70% versus prior guidance of 50%.
