Latest Cost Inflation News

Bapcor reports a turnaround in sales momentum after February 2026 but lowers its full-year earnings forecast due to geopolitical and cost pressures.

Inghams Group has unveiled a comprehensive strategy to stabilise operations, optimise assets, and grow value, reaffirming FY26 EBITDA guidance between $180 million and $200 million amid ongoing cost pressures.

Endeavour Group posts modest sales gains in Retail and Hotels for Q3 F26 while bracing for supply chain pressures from Middle East tensions and launching a $100 million cost reduction drive.

Jupiter Mines reported a 49% quarter-on-quarter EBITDA increase driven by higher manganese prices, despite cost pressures from exchange rates and Middle East conflict-related freight hikes.

Gale Pacific reported a $1.3 million operating cash outflow in Q3 FY26 amid Middle East geopolitical tensions but strengthened its net cash position by $18 million year-on-year. The company is executing a revised strategy focused on expanding its US commercial footprint and diversifying manufacturing beyond China.

Saferoads Holdings maintained steady sales in the March quarter with a positive operating cash flow and ongoing product upgrades, despite cost pressures from oil-based materials and uncertainty over future orders from On-site Rentals.

Lion Energy has secured funding for its East Seram Bula Karang-1 exploration well, reduced capital risk by divesting its Seram (Non-Bula) PSC stake, and put green hydrogen development on hold pending commercial clarity.

Northern Star Resources strengthened its cash flow and maintained FY26 production guidance above 1.5 million ounces despite cost inflation and operational challenges. The KCGM Mill Expansion remains on track for early FY27 commissioning, underpinning confidence reflected in a $500 million share buy-back announcement.

The L1 Global Long Short Fund (ASX:GLS) faced a challenging March quarter amid the Iran War-driven oil supply shock but maintains strong performance since inception through active portfolio adjustments and thematic focus on copper, gold, and infrastructure.

Fletcher Building posted a mixed quarterly volume update for Q3 FY26, with gains in light building products and distribution offset by weakness in heavy materials. The recent Middle East conflict adds new supply chain and cost pressures, complicating the outlook.

Ryman Healthcare’s FY26 retirement living sales hit 1,410 ORAs, aligning with guidance despite a Q4 dip in new sales. The company reports robust aged care occupancy and expects free cash flow near NZD 180 million.

Virgin Australia has reported robust first-half FY26 results, with underlying EBIT up 11.7% driven by strong leisure travel and transformation gains, despite inflationary pressures.