Nufarm Limited (OTCPK:NUFMF) Q2 2025 Earnings Conference Call May 20, 2025 8:00 PM ET
Company Participants
Greg Hunt – CEO
Brendan Ryan – CFO
Brent Zacharias – Group Executive, Seed Technologies
Conference Call Participants
John Purtell – Macquarie
Owen Birrell – RBC
Jonathan Snape – Bell Potter
Evan Karatzas – UBS
Andrew Scott – Morgan Stanley
Operator
Thank you for standing by, and welcome to the Nufarm Limited 1H25 Results Call. All participants are in a listen-only mode. [Operator Instructions]
I would now like to hand the conference over to Mr. Greg Hunt, CEO. Please go ahead.
Greg Hunt
Thank you and good morning, everyone. Welcome to Nufarm’s first half ’25 results presentation. Joining me today are Brendan Ryan, Nufarm’s CFO; Rico Christensen, Group Executive, Crop Protection Technologies, and Brent Zacharias, Group Executive, Seed Technologies. I’ll just pause for a moment and draw your attention to the disclaimer on Slide 2, and in particular, the statement relating to forward-looking statements.
Before I move to our first half result, I’d like to report to you on the review of Seed Technologies that we’ve announced today. As we have been discussing with you for some time, within Seed Technologies, there are significant opportunities for creating value across multiple seeds and traits platforms. Our hybrid canola, sorghum, and sunflower seeds platforms have strong market positions and a track record of above-market growth.
They are delivering more than $200 million in revenue annually with high margins and strong cash generation. We have the leading Canola position in Australia and are currently expanding in South America, where we see strong growth potential. We have invested heavily in the commercialization of our portfolio of the world first plant-based omega-3, and we’ve learned a lot about this technology over the past several years.
The omega-3 platform is
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