Shares in this explosives firm have hit a 12-month high after it reported solid underlying profits

A strong trading outlook has this explosives player's shares performing strongly.

| More on:
Man with rocket wings which have flames coming out of them.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • Dyno Nobel shares have hit a record high.
  • This followed the company reporting a slight increase in underlying earnings.
  • The company is forecasting more underlying earnings growth this year.

Shares in Dyno Nobel Ltd (ASX: DNL) hit a 12-month high on Monday after the company reported an increase in full-year underlying net profits and a boost in the final dividend payout.

The explosives company said on Monday that net profit excluding significant items came in at $423 million, up from $401 million the previous year.

The statutory result, including significant items, was a loss of $53 million, compared with a loss the previous year of $311 million.

This year's result included significant items worth $477 million after tax, "primarily relating to the sale of the fertilisers business and non-cash impairments", the company said.

Strong operating result

The company said in its statement to the ASX on Monday that it continued to perform well while also making headway on cost reductions.

Strong underlying earnings growth was delivered across the explosives business, with EBIT up 16% to $434 million, driven by margin expansion and cost efficiencies, with $60 million of net transformation benefits achieved during the year. The transformation program has continued to deliver in line with expectations and remains on track, with $134 million in total net transformation benefits generated since FY24.

Managing director Mauro Neeves said FY25 had been a year of significant progress for the company.

As he said:

We are nearing completion of our separation activities, with defined milestones in place for Phosphate Hill, and we continue to prioritise the sale of the asset to a qualified buyer by March 2026. Looking forward, Dyno Nobel's strong partnerships, network of assets and infrastructure continues to be an important part of our growth strategy globally.

Mr Neeves said the company had struck a deal to build a TNT plant in Kentucky with the US government, which would fund the project and which would ensure continuity of supply for North American customers.

The company said its buyback was continuing, with $430 million of a possible $900 million of shares bought back to date, with the buyback to recommence from November 11 following a blackout period.

Earnings to grow

On the outlook for FY26, the company said it expected EBIT for the explosives business to be in the range of $460 million to $500 million.

Dyno Nobel shares hit a 12-month high of $3.43 in early trade on Monday before settling back to be 4% higher at $3.34.

The company was valued at $5.76 billion at the close of trade on Friday.

Dyno Nobel will pay an unfranked dividend of 9.5 cents per share, up from 6.3 cents for the same period last year.

Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Resources Shares

Iron ore price Vale dam collapse ASX shares iron ore, iron ore australia, iron ore price, commodity price,
Resources Shares

Buying Rio Tinto, Fortescue and BHP shares? Here's Westpac's sobering 2026 iron ore price forecast

What every investor in Rio Tinto, Fortescue, and BHP shares should know.

Read more »

A white EV car and an electric vehicle pump with green highlighted swirls representing ASX lithium shares
Resources Shares

3 reasons to buy this ASX 300 lithium share today

A leading investment analyst forecasts a big turnround for this well-funded ASX 300 lithium share.

Read more »

Image of young successful engineer, with blueprints, notepad and digital tablet, observing the project implementation on construction site and in mine.
Resources Shares

Bell Potter names two base metals companies which are worth a look

The broker has named two base metals miners it believes will outperform, with a focus on copper and nickel.

Read more »

Pile of copper pipes.
Resources Shares

This ASX 200 copper share is a buy – UBS

Mining analysts say this is a stock worth digging into.

Read more »

A gloved hand holds lumps of silver against a background of dirt as if at a mine site.
Resources Shares

Which Aussie silver company's shares are charging higher on positive news?

This company says the high silver price is changing the game for its South Australian silver project.

Read more »

A boy is about to rocket from a copper-coloured field of hay into the sky.
Resources Shares

Broker tips more than 15% upside for Orica shares after a "strong" start to the year

Orica shares are good buying at current levels, RBC Capital Markets says.

Read more »

Female miner in hard hat and safety vest on laptop with mining drill in background.
Resources Shares

Lynas shares: After a year of outperformance, is it still a buy?

Lynas investors have seen massive volatility. Is it a good time to buy?

Read more »

Iron ore price Vale dam collapse ASX shares iron ore, iron ore australia, iron ore price, commodity price,
Resources Shares

Rio Tinto milestone sends shares in resources tech stock higher

This company has passed a key due diligence milestone triggering a payment from global miner Rio Tinto.

Read more »