Elders FY25 earnings: resilient profit and strategic growth

Elders delivers FY25 profit growth, stable dividends, and expands its footprint with new acquisitions and a renewed strategic plan.

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The Elders Ltd (ASX: ELD) share price is in focus today as the agribusiness outlined resilient financial results for FY25, highlighted by underlying EBIT growth to $143.5 million and continued dividend stability at 36 cents per share.

What did Elders report?

  • Sales revenue grew to $3.2 billion, up 2.2% from FY24
  • Gross margin increased to $684.6 million (21.4%)
  • Underlying EBIT rose to $143.5 million (up from $128.0 million)
  • Underlying net profit after tax climbed to $86.0 million, a 34% improvement
  • Dividend held steady at 36.0 cents per share (100% franked)
  • Leverage ratio decreased to 1.8 times (excluding AASB 16), with a strong target for FY26

What else do investors need to know?

Elders delivered growth despite challenging seasonal conditions, with dry weather affecting retail product results in South Australia and Victoria. Diversification across Agency, Real Estate, and Feed & Processing supported revenue and margin improvements.

The year saw eight acquisitions completed, including Delta Agribusiness, which enhances Elders' regional footprint. A new divisional structure was implemented to drive sharper focus and operational accountability.

Cash generation was strong, with operating cash flow at $117.9 million and cash conversion exceeding 137%. Management maintained cost growth below inflation, supporting ongoing profitability.

What's next for Elders?

Elders expects its leverage to return to below 2.0 times in FY26 as working capital initiatives and improved seasonal conditions take effect. Management's focus is on extracting synergies from recent acquisitions—particularly Delta Agribusiness—and expanding backward integration to drive margin gains.

The company's strategic 'Eight Point Plan' continues to target 5–10% EBIT and EPS growth through the cycle and a return on capital above 15%. Elders is also investing in technology, operational discipline, and sustainable growth across all business divisions to reinforce its position as Australia's most trusted rural brand.

Elders share price snapshot

Over the past 12 months, the Elders shares have risen 2%, underperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

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Motley Fool contributor Laura Stewart 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 recommended Elders. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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