Orica secures FY2027 supply: Orica stock yields 2.61 percent

Published on 10/07/2026 at 01:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Adjusted net profit reached AUD 283.10 million, up 8.00 percent in May 2026. Orica stock is valued at AUD 10.73 billion.

Orica, AU000000ORI1, Illustration mit AI erstellt.

Orica (ISIN AU000000ORI1) secured ammonium nitrate supply for contracted North American customers for FY2027 on September 28, 2026, while Orica stock stood at a 2.61 percent dividend yield on September 30, 2026. According to SureStone Capital on September 28, 2026, the company expects higher sourcing costs to have no material impact on FY2027 margins.

Supply security meets cost pressure

The supply will come from US producers, higher output at the Carseland plant in Canada, and Orica's wider North American network. The update also extended negotiations over surplus Deer Park land beyond the previously indicated fiscal 2026 contract-exchange timing, adding a property-timing issue to an otherwise operational announcement.

Orica linked the margin protection to logistics optimization, cost-reduction initiatives, and customer arrangements. The same update said integration of the Danafloat and Nelson Brothers businesses was complete, while the broader business continued to perform in line with expectations.

Half-year profit provides the benchmark

For the first half of fiscal 2026, Veye reported adjusted net profit before significant items of AUD 283.10 million, up 8.00 percent, and earnings before interest and taxes of AUD 512.00 million, up 5.00 percent. Net operating cash flow was AUD 230.60 million, and the interim dividend rose 14.00 percent to AUD 0.285 per share.

Morningstar wrote on September 7, 2026, that its fiscal 2026 earnings-per-share forecast was AUD 1.30 and its dividend-per-share forecast was AUD 0.66. Its forecast EBIT growth of 8.00 percent was below fiscal 2025's 23.00 percent, making cost control and product mix central to the earnings debate.

Prior close sets the reference point

At Lang & Schwarz, Orica's prior close was EUR 14.65 on October 5, 2026. Orica's ASX market capitalization was AUD 10.73 billion on September 30, 2026, and its 52-week range was AUD 18.58 to AUD 26.47.

The further course of trading is shown by the continuously updated real-time quote of Orica stock.