Expected Moves

AGM trading update to evaluate initial FY27 progress following severe Q4 FY26 supply chain disruptions in the China-label infant milk formula segment.

Analysis of the critical 11.11 e-commerce festival volumes to determine if promotional intensity effectively recovered cross-border market share.

Mandatory semi-annual earnings print. The market will look past weak H1 actuals if H2 normalization and mid-single-digit top-line growth guidance are reiterated.

One-year anniversary of the prior year's supply breakdown. A critical 'show me' moment for operational resilience and Synlait production clearance.

Full-year FY27 results to confirm if the company achieved its mid-single-digit revenue growth and 15% margin recovery targets alongside capital returns.