Australian Agricultural Company Limited · ASX:AAC
Australian Agricultural — Investor Presentation (May 2026)
22 slides from Australian Agricultural's investor presentation, May 21, 2026
Slide 1: FY26 Results Presentation
FY26 Results Presentation May 2026
Slide 2: Disclaimer and Important Information
Disclaimer and Important Information This presentation contains general information about the Australian Agricultural Company Limited and its consolidated entities (“AACo” or “the Company”) and its activities, current as at the date of this presentation. It is information provided in summary form, d
Slide 3: Acknowledgement of Country
Acknowledgement of Country FY26 Results Presentation P3
Slide 4: Contents
Contents About AACo Page 05 FY26 Highlights Page 08 Commercial Overview Page 09 Financial Performance Page 14 Operating Environment Page 18 FY26 Results Presentation P4
Slide 5: About AACo
About AACo We are a branded beef business focused on the production, sales and marketing of high-quality branded Wagyu beef, distributed to over 20 countries around the world. Our team of ~450 employees are located throughout Northern Australia and in commercial markets across North America, Europe,
Slide 6: We are reimagining Australian agriculture to share with the world
About AACo We are reimagining Australian agriculture to share with the world Better Beef Unlock the Value of the Land Partner and Invest Creating premium beef that commands demand, Developing diverse and more Advancing agricultural innovation pricing power and trust — improving high- sustainable use
Slide 7: Led by the land, we’re executing on our strategy to drive sustained growth
CEO Message Led by the land, we’re executing on our strategy to drive sustained growth FY26 Results Presentation P7
Slide 8: FY26 Highlights
FY26 Highlights Delivered our highest Operating Profit while progressing our strategic focus areas, positioning our supply chain for future growth. Total Revenue Operating Profit Core Free Cash Flow1 Net Tangible Assets $422.1m $71.6m $0.8m $2.92/share +$34.2m vs pcp +$13.2m vs pcp +$11.4m vs pcp +$
Slide 9: Commercial Overview
Commercial Overview FY26 Results Presentation P9
Slide 10: Global Beef Sales
Commercial Overview Global Beef Sales Sales value growth driven by premiumisation and disciplined execution across global beef markets. 7% • Sales value improved through price growth and disciplined market mix management, with volumes remaining stable amid tighter global supply. SALES VALUE • Resili
Slide 11: Westholme
Commercial Overview Westholme Nature-Led Australian Wagyu is building global momentum, with premium positioning driving growth and expanding market reach. • North America distribution +20% and customer base +7%, with demand resilient amid trade uncertainty. • Expanded into Mexico City and Hawaii, ea
Slide 12: Darling Downs
Commercial Overview Darling Downs Strengthening retail positioning, with growing demand across key Asian and Australian markets. • Investment in demand-building activities for South Korea delivering results, with improved brand awareness and more effective in-store promotions driving record conversi
Slide 13: 1824
Commercial Overview 1824 Building momentum through demand-led growth, supporting portfolio balance and market flexibility. • Reaches a distinct consumer segment, strengthening brand architecture and enhancing portfolio returns. • Branded sales driving volume growth and brand equity across retail and
Slide 14: Performance Indicators
Financial Performance Performance Indicators Operating Profit Beef Sales Price Core Free Cash Flow $71.6m $19.34/kg $0.8m + 23% vs pcp +8% vs pcp vs ($10.6m) pcp Statutory Net Profit after Tax Cost of Production Net Tangible Assets $107.3m $3.09/kg $2.92/Share vs ($1.1m) pcp +1% vs pcp +15% vs pcp F
Slide 15: Profit and Loss
Financial Performance Profit and Loss Operating Profit and Loss Summary ($m) FY26 FY25 Var Highest Operating Profit achieved, including Beef Sales Revenue 314.4 293.9 20.5 impact of Flood event Cattle Sales Revenue 107.7 94.0 13.7 • Branded beef average prices up 8%, supported by optimised global To
Slide 16: Cash Flow
Financial Performance Cash Flow Consolidated Statement of Cash Flows ($m) Disciplined execution driving strong cash FY26 FY25 Var generation and reinvestment in strategic Receipts from Customers 440.7 418.6 22.1 growth initiatives. Payments to Suppliers and Employees (403.7) (363.9) (39.8) Net Finan
Slide 17: Balance Sheet
Financial Performance Balance Sheet Consolidated Statement of Financial Position ($m) 31 Mar 2026 31 Mar 2025 Mvmt Growth in total assets and NTA driven by property Inventories & Consumables 37.6 38.0 (0.4) revaluations and herd mark-to-market Livestock 774.1 595.8 178.3 • Herd increased 6%, with a
Slide 18: Our value chain remains resilient through an uncertain global environment
Operating Environment Our value chain remains resilient through an uncertain global environment Our integrated value chain Targeted investment in our Data-driven brand and Global beef demand Middle East conflict impacts Well advanced in EU has demonstrated resilience intensive supply chain is market
Slide 19: Closing Remarks
Closing Remarks FY26 Results Presentation P19
Slide 20: Questions
Questions FY26 Results Presentation P20
Slide 21: Definitions
Definitions Cost of Goods Sold Represents the actual production cost the Company incurred over the multi-year timeline required to produce the meat and cattle that were sold during the period. This is in contrast (COGS) valued “at cost” to Cost of Goods Sold as presented in the statutory financial s
Slide 22: Thank you
Thank you
Australian Agricultural Company — Investor Presentation (May 2026) on 6ix