Latest Infant Formula News

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.

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.

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.

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.

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.

SPC Global Holdings Limited reported continued improvement in Q3 FY26, with net sales revenue and normalised EBITDA on track to meet full-year guidance. The company is progressing with its Mill Park facility closure and expanding its international footprint, particularly in Asia.

Xenitra Limited has secured a $30 million AUD sales agreement for Danone products with Rockcheck Group and established its Australian subsidiary as an authorised supplier, marking a major step in its China market strategy.

Bubs Australia has delivered a robust first half for FY26, powered by a 48% revenue surge in the US, prompting an upgrade to its full-year earnings guidance.

The a2 Milk Company has reported robust half-year results with strong revenue and earnings growth, driven by gains in infant formula and liquid milk segments, alongside a strategic supply chain transformation. The company has upgraded its full-year outlook and announced a substantial special dividend, signalling confidence in its growth trajectory.

Bubs Australia reports a 14% increase in half-year revenue, powered by a 47% jump in US sales, while other regions face challenges. The company remains optimistic about FDA approval and market recovery in H2 FY26.

Australian Dairy Nutritionals Limited (AHF) is raising approximately $3.47 million through a pro-rata entitlement offer to accelerate its growth plans in China and enhance processing efficiency.

Australian Dairy Nutritionals reported a 152% surge in nutritional powder sales despite regulatory hurdles in Vietnam, while expanding its Future brand footprint across China.