Ridley Corp Ltd (ASX:RIC) 2025 Full Year Earnings Call Summary: Record EBITDA and Strategic Insights

Financial Performance: Ridley Corp Ltd reported a record EBITDA of $97.8 million, an 8.6% increase year-on-year, and a statutory net profit of $43.3 million, also up by 8.7%.

Segment Growth: The bulk stock feeds segment experienced an 8% EBITDA increase due to 11% volume growth in ruminant sales, while the package and ingredients segment saw a 5% rise despite challenges from lower tallow prices.

Operational Challenges: The company is facing issues with lower aqua nutrition volumes and a backlog of poultry meal inventory due to export restrictions, which are expected to impact the first half of FY26.

Future Outlook: While there are anticipated improvements in the second half of FY26, ongoing export restrictions and depressed poultry meal prices may continue to affect financial performance in the near term.