Latest Supply Chain Risks News

Advance ZincTek posted an 11% rise in FY26 profit before tax to $2.247 million on 12.6% higher sales, driven by AI integration and US market strength. The company is set to enter residential battery manufacturing in FY27, leveraging its zinc oxide expertise.

SenSen Networks reported a 16.7% rise in annualised recurring revenue to $11.7 million and a 23.6% EBITDA increase to $2.0 million in FY26, while expanding its SenDISA platform into environmental enforcement with EPA Victoria.

Redox Limited posted a strong FY26 with record revenue of $1.33 billion, a 19.2% jump in statutory net profit, and a 4% dividend increase, while announcing a board leadership transition.

WiseTech Global posted a record $1.4 billion in revenue for FY26, driven by the e2open acquisition and AI-led efficiencies, while underlying net profit rose 29%. The company outlines a confident FY27 growth outlook amid ongoing integration and innovation.

QEM Limited’s review of the Big It Tungsten Project in Idaho reveals significant untapped high-grade tungsten, antimony, and gold mineralisation with extensive underground workings, setting the stage for a modern exploration campaign amid strategic supply concerns.

Scales Corporation delivered a record first half in 2026 with revenues soaring 105% to NZ$762.1 million and underlying EBITDA up 18% to NZ$102.2 million. The diversified agribusiness raised its full year profit guidance despite challenges in Europe and the Middle East.

HighCom Limited’s FY26 results reveal a sharp revenue drop and widening loss driven by a US Government shutdown, but a strengthened leadership team and expanded global sales pipeline set the stage for recovery.

Woodside Energy delivered a strong first half in 2026, with revenue up 13% to $7.45 billion, net profit after tax reaching $1.67 billion, and key LNG and oil projects advancing on schedule. The company declared a fully franked interim dividend of 57 US cents per share amid ongoing global market volatility.

Lode Resources has uncovered fresh silver-zinc and silver-antimony mineralisation at its Montezuma project in Tasmania, broadening the scope of its high-grade resource. Drilling continues to probe the scale and continuity of these promising discoveries.

Codan Limited posted a robust FY26 with revenue up 30% to $875 million and net profit soaring 69% to $175 million, underpinned by strong demand in communications and metal detection segments. The company declared a fully franked final dividend of 29 cents, lifting the full-year payout by 70%.

Redox Limited reported a robust FY26 with profit after tax rising 19.2% to $91.9 million on record revenue of $1.33 billion, supported by strong North American growth and improved margins. The company declared a fully franked final dividend of 6.5 cents, bringing total dividends to 13 cents per share.

QEM Limited has finalized its acquisition of Idaho-based Big It and Columbite projects, gaining footholds in seven critical minerals including tungsten and niobium, aiming to mitigate US supply chain risks.