Latest Infant Formula News

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The a2 Milk Company faced significant supply chain disruptions in its China infant formula segment during late FY26, causing a 14% sales decline in that category. Despite this, overall revenue rose 12% on FY25, supported by strong performances in other product lines and improved margins.
Victor Sage
Victor Sage
7 July 2026
The a2 Milk Company has announced a $300 million fully franked special dividend following regulatory clearance in China to rebrand infant formula products under its a2 label.
Victor Sage
Victor Sage
25 June 2026
The a2 Milk Company has clinched final Chinese regulatory approval to rebrand infant formula products under its flagship a2™ label, completing a pivotal acquisition step. The company plans to launch these products later in 2026 and is poised to declare a $300 million special dividend.
Victor Sage
Victor Sage
22 June 2026
Kingfish Limited's May update reveals a robust 5.5% portfolio return, driven by standout performances from Fisher & Paykel Healthcare and Infratil amid mixed sector headwinds.
Victor Sage
Victor Sage
12 June 2026
Australian Dairy Nutritionals has locked in a $1.5 million secured loan facility with RELI Capital to shore up working capital and support its FY26 strategy, using its Yaringa dairy farm as collateral.
Ada Torres
Ada Torres
21 May 2026
Australian Dairy Nutritionals has closed the gap on its recent Entitlement Offer by placing 25 million shortfall shares, raising an additional $0.7 million and bringing total proceeds to $1.2 million.
Victor Sage
Victor Sage
15 May 2026
Synlait Milk announces CEO Richard Wyeth's resignation effective end of June, with Acting CEO Leon Fung appointed immediately to steer through ongoing operational challenges.
Victor Sage
Victor Sage
14 May 2026
Synlait Milk has obtained waivers from its syndicated banks on key financial covenants for the quarter ending April 2026, reflecting ongoing operational and market challenges.
Victor Sage
Victor Sage
5 May 2026
Kingfish Limited’s portfolio endured a tough first quarter of 2026, with a 7.2% adjusted NAV decline amid Iran conflict-driven volatility. While a2 Milk’s expansion in China buoyed gains, shares in consumer-exposed names and tech-linked Vista Group plunged sharply.
Victor Sage
Victor Sage
28 Apr 2026
Synlait Milk Limited confirms extended product release times and supply chain disruptions following The a2 Milk Company's update on its China infant formula business. The company maintains no FY26 guidance amid persistent industry risks.
Victor Sage
Victor Sage
13 Apr 2026
The a2 Milk Company faces significant supply chain disruptions in China, dampening its infant formula sales and forcing a downgrade of its FY26 financial outlook despite robust demand.
Victor Sage
Victor Sage
13 Apr 2026
The a2 Milk Company reports robust demand for its infant formula in China but warns that supply chain disruptions, linked partly to the Middle East conflict, will dampen sales and margins in FY26.
Victor Sage
Victor Sage
13 Apr 2026