Latest Strategy Changes News

Wagners has maintained a $72 million to $76 million FY27 EBIT guidance range while reporting strong demand across construction materials and composite fibre products. A conditional US$50 million to US$55 million PNG LNG supply opportunity adds a potentially significant international project to the pipeline.

GrainCorp has swung to a $10.1 million statutory loss after weak grain margins cut earnings, while the board begins searching for CEO Robert Spurway’s successor. The company expects export and crush margins to improve in FY27, but its transformation program remains unfinished and cash has fallen sharply.

Computershare says FY27 trading has started ahead of expectations, raising margin income guidance to about US$805 million and pointing to management EPS of approximately 154 Australian cents. The upbeat outlook came alongside strong shareholder support for the board and executive remuneration proposals at its AGM.

AUB Group has raised the lower end of its FY27 underlying profit guidance to A$250 million after delivering 12.2% growth in FY26 earnings. The insurance broker is now balancing international expansion and acquisitions against weaker New Zealand performance, higher funding costs and integration demands.

Vinyl Group has confirmed its $38 million to $40 million FY27 revenue forecast after record quarterly revenue, with management targeting a sustainably EBITDA-positive monthly run-rate by December. The catch is that the forecast depends heavily on recently acquired businesses, while operating cash flow remains negative.

Aura Consolidated Group (ASX:AXQ) reported 24% year-on-year pro forma revenue growth in the September quarter, alongside US$12.4 million of adjusted free cash flow and a reaffirmed 2026 outlook. The Qoria merger is now feeding into a broader online-safety platform, with its new Solstice AI engine in limited beta ahead of a planned early-2027 release.

COSOL expects H1 FY27 revenue to remain broadly flat while statutory EBITDA improves, as a new 10-year US transit contract gives its turnaround strategy a concrete test. The ASX-listed technology group is also targeting dividend resumption after H1 FY28.

Aristocrat Leisure delivered 10% constant-currency growth in normalised NPATA and returned about A$1.9 billion to shareholders, while naming Dafne Guisard as CEO-elect ahead of Trevor Croker’s planned April 2027 retirement. The company expects further NPATA growth in FY27, but its Interactive division remains a work in progress.

AdAlta has received a larger-than-expected A$1.396 million R&D Tax Incentive refund tied to overseas work on its EW-001 CAR-T therapy. The non-dilutive cash arrives before Australian manufacturing and expected FDA pre-IND meeting minutes in December.

Inghams has grown core poultry volumes 5.3% in the first 18 weeks of FY27, but softer Australian Wholesale conditions and higher input costs have forced a $10 million reduction in the top end of both earnings guidance ranges. A proposed Woolworths supply agreement extending beyond 2030 offers a measure of commercial certainty, although its terms remain confidential and in-principle.

Catalina Resources has secured up to A$2 million in equity-backed drilling support as it targets a larger resource at the Badja Gold Project in Western Australia. The company has also appointed Jade Smith as managing director, putting execution of the project at the centre of its next phase.

Ardea Resources has outlined a preliminary US$509.8 million NPV opportunity for recovering scandium from the proposed Goongarrie Hub HPAL operation. The economics are striking, but they depend on an early-stage model, a US$2,000/kg price assumption and metallurgical work yet to be completed.