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PGW · NZX

PGG Wrightson (PGW)

Primary Industries / Rural services•Covered: HY24 - HY26•5 published briefings

PGG Wrightson is an NZX-listed primary industries / rural services company with HY24 - HY26 of published result briefings.

Latest briefing

HY26 · Released 24 February 2026

PBT up 11.5% but net debt jumped to $170.7m as cash outflow widened

Operating cash outflow worsened 60.8% and leverage stepped to 3.7x EBITDA, yet the board raised the interim dividend 80% to 4.5cps.

Market data

As at close
Close price
NZD 2.08
Market cap
$157m
Dividend yield
4.1%

as at close, 16 June 2026. Source: yfinance.

Sections⌄
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights

Snapshot

Latest metrics

HY26, released 24 February 2026

← Swipe to view more
PGW latest metrics
MetricValueChange
Revenue$619.4m↑ +8.6%
EBITDA$45.7m↑ +10.5%
NPAT$17.3m↑ +8.1%
Operating cash flow-$49.9m↓ -60.8%
OCF / EBITDA %-109.0%↓ -34.0pp
Net debt$170.7m↑ +60.0%
Net debt / EBITDA3.73x↑ +44.6%
ROE %9.2%↑ +0.4pp
DPS4.5c↑ +80.0%
Payout ratio vs NPAT %19.6%↑ +7.8pp

Source: latest published briefing (HY26, released 24 February 2026). Change compares against the prior equivalent period: HY25, released 25 February 2025.

Valuation

Valuation

A compact read on what the market price implies next to the latest filing data. The numbers are a starting point for comparison, not a recommendation.

Prices as at close, 16 June 2026

Price and market cap

The latest close and share count context for the market price.

Market cap

$157m

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End-of-day close multiplied by current shares on issue.

Profitability multiples

How the market price compares with recent earnings and cash-flow inputs.

P/E

13.08x

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Recent market cap compared with trailing earnings.

EPS

0.16

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Recent filing-derived earnings per share.

PEG

1.62x

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P/E compared with recent earnings growth.

EV/EBITDA

5.42x

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Enterprise value compared with recent EBITDA.

P/FCF

Not available

i

Not meaningful when free cash flow is negative or unavailable.

P/B

0.84x

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Market value compared with latest reported equity.

Income and fund shape

Yield and fund-style valuation where the company shape supports it.

Dividend yield

4.1%

i

Trailing dividends compared with the latest close.

Total return

Not available

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Available once dividend and adjustment data are verified.

Price history

Daily closes use the full available width, with hover and touch readouts against real observations. Expand opens the chart at reading size.

Share price

Five years of daily closes, as at close, 5 June 2026. Weekends, suspensions, and listing gaps stay as natural gaps in the time scale.

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Price vs earnings

Indexed lines compare direction from the first positive comparable filing point. The axis is an index, not dollars or cents.

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Chat

Ask about PGW

Ask follow-up questions about PGG Wrightson's latest result and company history.

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Ask about PGW

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Sign in to chat

Sign in to ask company questions.

What changed in the latest result?What is unusual in the historical context?How has cash conversion changed over time?Compare this company with CNU.

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Longitudinal view

Performance over time

The latest period is shown first.

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PGW metric history
MetricHY266 MONTHS24 February 2026FY2512 MONTHS12 August 2025HY256 MONTHS25 February 2025FY2412 MONTHS13 August 2024HY246 MONTHS19 January 2024Trend
Revenue$619.4m$975.3m$570.3m$915.9m$560.9m
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Revenue growth %8.6%6.5%-16.6%-6.1%-4.2%
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EBITDA$45.7m$56.1m$41.4m$44.2m$36.6m
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EBITDA margin %7.4%5.8%7.3%4.8%6.5%
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PBT$24.2m$14m$21.7m$5.3m$17.5m
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PBT growth %11.5%164.2%56.1%-77.8%-40.7%
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NPAT$17.3m$10.7m$16m$3.1m$12.7m
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NPAT growth %8.1%245.2%61.6%-82.3%-40.1%
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Operating cash flow-$49.9m$12.4m-$31m$57.7m-$6.8m
Chart
OCF / EBITDA %-109.0%22.1%-75.0%130.7%-18.7%
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FCF pre-lease-$52.1m-$5m-$33.7m$34.9m-$13.7m
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FCF post-lease————-$13.7m
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DPS4.5c4.0c2.5c—0.0c
Chart
Payout ratio vs NPAT %19.6%46.1%11.8%——
Chart
Annual payout ratio vs EPS %—46.1%———
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ROE %9.2%6.1%8.8%1.9%14.3%
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Net debt$170.7m$85.6m$106.7m$59.2m$96.9m
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Net debt / EBITDA3.73x1.52x2.58x1.34x2.65x
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Debtor days105481004495
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Inventory days3737363885
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Total assets$743.6m$529.7m$659.8m$477.6m$642.3m
Chart

Reference: annolyse.ai/companies/pgw

Note: Figures are shown as reported. Half-year and full-year absolute values are not directly comparable. Growth rates and ratios are the meaningful comparison across mixed periods.

Filing-only history charts

These charts use verified published filing periods only. Gaps are not interpolated, and mixed half-year/full-year histories are split into separate series.

Revenue

Reported revenue across covered periods.

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Revenue growth

Like-period revenue growth where comparable.

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EBITDA-equivalent

Company-specific earnings measure where disclosed.

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EBITDA margin

EBITDA-equivalent margin where revenue and earnings are source-backed.

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NPAT

Statutory profit after tax.

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Operating cash flow

Cash generated from operations.

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Full chartable metric set

Additional verified filing metrics for this company. Each point links back to a published briefing period in the source data contract.

OCF / EBITDA

Cash conversion against earnings.

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FCF pre-lease

Operating cash flow less capex before leases.

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FCF post-lease

Free cash flow after lease payments where available.

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ROE

Return on equity.

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Net debt

Borrowings less cash; negative values indicate net cash.

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Net debt / EBITDA

Leverage ratio, suppressed where earnings are not meaningful.

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DPS

Dividend per share declared for the period.

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Payout ratio

Dividend payout against statutory NPAT.

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Debtor days

Receivables days where the working-capital inputs are source-backed.

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Inventory days

Inventory days where the working-capital inputs are source-backed.

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Operating working-capital movement

Per-period working-capital absorption or release, from the same published history. Positive values are working-capital build; negative values are release.

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The setup & the reality

FY25 → HY26 Follow-through

The latest result is checked against what the prior briefing said to watch.

Current result now available

HY26 · Released 24 February 2026

PBT up 11.5% but net debt jumped to $170.7m as cash outflow widened

Operating cash outflow worsened 60.8% and leverage stepped to 3.7x EBITDA, yet the board raised the interim dividend 80% to 4.5cps.

Read latest briefing→

Historical setup

What FY25 said to watch

From EBITDA up 27% but operating cash fell 79% on working-capital build

Management does not provide an FY26 target in this release, so judgement rests on what FY25 itself shows. Against the FY25 EBITDA guidance reaffirmed at HY25 ($51m), the delivered $56.1m is a modest beat. However, the very strong first-half / loss-making second-half shape means models built on H1 momentum risk overstating run-rate earnings.

The H2 swing is what matters most for setting FY26 expectations: it suggests either seasonal phasing different from FY24 or genuine softness in the back half of the year. Without forward-work disclosure or a stated FY26 target, the release does not support a clean projection of either earnings or cash conversion into next year.

Open questions

Open questions from FY25

  • Why did NPAT swing from $16.0m in H1 to an implied $5.3m loss in H2, and is the driver seasonal phasing, market softening, or one-off margin pressure?
  • How much of the $19.4m trade-debtor build is expected to release in early FY26, and what caused debtor days to extend by roughly five days?
  • How will management fund working capital and the dividend in FY26 given net debt/EBITDA at 1.52x and FCF pre-lease already negative?
  • Is the 23.8% effective tax rate a sustainable run-rate, or did one-off items in either year distort the year-on-year comparison?
  • What is the FY26 EBITDA outlook, given no explicit guidance was provided in this release?

This briefing cannot assess whether the H2 weakness reflects seasonal phasing or trend deterioration, because the release does not provide a segmental or category walk between H1 and the implied H2.

Archive

Briefing archive

Every published Annolyse briefing for this company appears here in reverse chronological order.

HY26 · Released 24 February 2026

PBT up 11.5% but net debt jumped to $170.7m as cash outflow widened

Operating cash outflow worsened 60.8% and leverage stepped to 3.7x EBITDA, yet the board raised the interim dividend 80% to 4.5cps.

Read briefing→

FY25 · Released 12 August 2025

EBITDA up 27% but operating cash fell 79% on working-capital build

The agri-sector earnings recovery is real at the operating line, but $23.8m of working-capital absorption pushed cash conversion to 22.1% and lifted

Read briefing→

HY25 · Released 25 February 2025

PGW EBITDA up 13% like-for-like as receivable days jump to 100

Headline 65% EBITDA gain and 16.6% revenue decline both reflect a portfolio change, while receivables ballooned $114m and the dividend was cut 64%.

Read briefing→

FY24 · Released 13 August 2024

PBT down 78% and the dividend cancelled at PGW

FY24 met the $43m EBITDA guide but H2 NPAT turned negative and the cash rebound was driven by a $17.4m working-capital release.

Read briefing→

HY24 · Released 19 January 2024

EBITDA fell 23.5% and interim dividend cut to zero; FY24 guide ~$50m

Cash conversion improved sharply but earnings power weakened, leverage rose to 2.6x net debt/EBITDA, and FY24 guidance trails FY23's $61.2m.

Read briefing→

Related insights

Compare this company

The latest PGW metrics also appear in these cross-company views.

Insight

Leverage and balance-sheet risk

Net debt / EBITDA is 3.73x, +1.16x versus the prior comparable period.

Open insight→

Insight

Dividend coverage and payout pressure

Dividend payout versus NPAT is 19.6%.

Open insight→

Insight

Earnings quality and statutory distortions

PBT and NPAT growth diverged by 3.4pp, with a distortion flag in the result.

Open insight→

Insight

Revenue growth context

Revenue growth was 8.6% for this reporting period.

Open insight→

Get notified when PGW publishes

Get the next PGG Wrightson result briefing and five-year history updates by email.