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Employees: 3,068
Size Nufarm (NUF.AX) is an Australia Materials company (Chemicals: Agricultural) with a market value of $897M, the 190th largest of 316 Australia companies the cockpit tracks. Shares closed at A$3.37 on 6 Nov 2026.
Performance Over six months the shares gained 40.4%, against -22.5% for the median peer and +4.1% for the Australia market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue fell 1.5% over the last twelve months (peer median +8.9%); the operating margin is 3.3% (peer median 6.0%).
Valuation It trades at 62.4× forward earnings against a peer median of 9.2× (most expensive of 12).
Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +5 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.1 points below its cost of capital (6.3% WACC).
Next results Next results expected around 19 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | A$3.35B | A$3.44B | A$3.35B | A$3.48B | A$3.77B |
| Revenue growth | — | +3% | -4% | -8% | — |
| Gross profit | A$985M | A$950M | A$895M | A$1.02B | A$973M |
| EBITDA | A$336M | A$300M | A$311M | A$434M | A$425M |
| Net income | -A$157M | -A$165M | -A$5.60M | A$111M | A$107M |
| Free cash flow | A$189M | A$41.2M | A$345M | -A$255M | A$284M |
| Capital expenditure | A$164M | A$238M | A$253M | A$227M | A$161M |
| Total debt | n/a | A$1.30B | A$1.10B | A$1.26B | A$932M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | NUF.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.7% | -6.7% | 4th highest of 21 |
| 6-month return | +40.4% | -22.5% | 3rd highest of 21 |
| Distance from 52-week high | -2.6% | -39.1% | 2nd highest of 21 |
| Revenue growth (TTM) | -1.5% | +8.9% | 5th lowest of 21 |
| Operating margin | 3.3% | 6.0% | 8th lowest of 21 |
| Forward P/E | 62.4× | 9.2× | most expensive of 12 |
| Growth the price implies (Req g, 7 yrs) | 9.9% | -1.2% | 3rd most demanding of 12 |
| Growth delivered (Del g) | +5.2% | +3.5% | 6th highest of 12 |
| Hurdle (Req g minus delivered) | +4.7 pp | -6.3 pp | 3rd most demanding of 12 |
| ROIC minus cost of capital | -4.1 pp | +0.7 pp | 8th lowest of 21 |
| EV / EBITDA | 8.2× | 12.7× | 4th cheapest of 9 |
| Net debt / EBITDA | 3.6× | 0.9× | 2nd most indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Nufarm NUF.AX | Australia | $897M | +40% | -2% | 3% | 62.4× | 9.9% | +5.2% |
| FMC FMC | United States | $876M | -58% | -22% | -21% | 6.2× | -2.8% | -5.7% |
| Madhya Bharat Agro Products MBAPL.NS | India | $944M | +68% | +48% | 10% | n/a | n/a | n/a |
| Oil-Dri Corporation of America ODC | United States | $948M | -9% | +2% | 14% | n/a | 3.8% | +10.1% |
| Kunming Chuan Jin Nuo Chemical 300505.SZ | China | $838M | -34% | +14% | 10% | 9.2× | n/a | n/a |
| Oci OCI.AS | Netherlands | $967M | +8% | -81% | -4% | n/a | n/a | n/a |
| Kingenta Ecological Engineering 002470.SZ | China | $827M | -39% | +9% | -5% | n/a | n/a | n/a |
| Nanjing Redsun 000525.SZ | China | $981M | -10% | +12% | -2% | n/a | 12.2% | -5.1% |
| Guizhou Chitianhua 600227.SS | China | $803M | -22% | -2% | -5% | n/a | 10.3% | +2.4% |
| CNSIG Anhui Hongsifang Fertilizer 603395.SS | China | $798M | -23% | +3% | 0% | n/a | n/a | n/a |
| Anhui Sierte Fertilizer Industry 002538.SZ | China | $794M | -15% | +9% | 3% | n/a | n/a | n/a |
| Krishana Phoschem KRISHANA.NS | India | $781M | +79% | +73% | 11% | n/a | n/a | n/a |
| Limin 002734.SZ | China | $778M | -37% | -6% | 8% | 9.2× | -1.2% | +0.6% |
| Nantong Jiangshan Agrochemical & Chemicals 600389.SS | China | $1.04B | -44% | +13% | 6% | 10.4× | n/a | n/a |
| LSB Industries LXU | United States | $763M | -24% | +13% | 11% | 13.7× | -0.8% | +11.9% |
| Sinofert 0297.HK | Hong Kong | $1.08B | -25% | +16% | 6% | 5.5× | -18.5% | +1.0% |
| China BlueChemical 3983.HK | Hong Kong | $1.08B | -32% | +4% | 5% | 6.0× | n/a | n/a |
| Migao 9879.HK | Hong Kong | $1.08B | +16% | +27% | 8% | 10.3× | -2.8% | +23.4% |
| CVR Partners, LP UAN | United States | $1.16B | -13% | +7% | 21% | 7.4× | -10.5% | +11.6% |
| CAC Nantong Chemical 301665.SZ | China | $1.17B | -26% | +27% | 13% | 15.8× | -1.7% | +11.9% |
| Taiwan Fertilizer 1722.TW | Taiwan | $1.18B | -15% | +4% | -16% | 13.7× | 0.0% | +3.5% |