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a2 Milk Cuts FY26 Outlook as China Supply Chain Woes Bite Amid Strong Demand

10:32am on Monday 13th of April, 2026 AEST Consumer Staples
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a2 Milk Cuts FY26 Outlook as China Supply Chain Woes Bite Amid Strong Demand

10:32am on Monday 13th of April, 2026 AEST
Key Points
  • Strong infant formula demand in China sustained through 3Q26
  • Supply chain bottlenecks cause significant product shortages in 4Q26
  • Freight disruptions and customs delays linked to geopolitical tensions
  • FY26 revenue growth guidance trimmed to low-mid double digits
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