Nufarm Ltd (NUFMF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by and welcome to the New Farm Limited 1H25 results call. All participants are in a listen only mode. There will be a presentation followed by a question and answer session. If you wish to ask a question you will need to press the star key followed by the number 1 on your telephone keypad. I would now like to hand the conference over to Mr Greg Hunt, CEO. Please go ahead. Thank you and good morning everyone. Welcome to New Farm's first half 25 results presentation. Joining me today are Brendan Ryan, New Farms CFO, Rico Christensen, Group Executive Crop Protection Technologies, and Brent Zacharias, Group Executive Seed Technologies. I'll just pause for a moment and draw your attention to the disclaimer on slide two, and in particular, the statement relating to forward-looking statements. Before I move to our first half result, I'd like to report to you on the review of seed technologies that we've announced today. As we have been discussing with you for some time, within seed technologies, there are significant opportunities for creating value across multiple seeds and tract platforms. Our hybrid canola, sorghum and sunflower seeds platforms have strong market positions and a track record of above market growth. They are delivering more than $200 million in revenue annually with high margins and strong cash generation. We have the leading canola position in Australia and are currently expanding in South America where we see strong growth potential. We have invested heavily in the commercialization of our portfolio of the world's first plant-based omega-3 and we've learned a lot about this technology over the past several years. The omega-3 platform is supported by favorable macro and industry trends, and with additional investment, we believe th...