ArborGen provides updated guidance for FY26
12/02/2026 12:57 NZDT, MKTUPDTEP
12 February 2026: ArborGen Holdings Limited (NZX: ARB) (ArborGen or the Company) advises that it has updated guidance for the year ending 31 March 2026.
The company confirms it remains on track to deliver year on year improvements in revenue and gross margin, despite ongoing headwinds, particularly in the US South. Adjusted US GAAP EBITDA* is now expected to be between USD$10.3m and $10.7m, a 17% to 22% increase on FY25 ($8.8m). Previous guidance was for USD$11m to $12m.
Strong demand remains in the Brazil market with continuing year on year volume growth momentum. However, the expected fourth-quarter upside has been lower than expected with timing of sales affected by a slower than anticipated start to planting in the new year by large customers.
The US business continues to perform in line with expectations, as it navigates persistent weak market conditions. A focus on higher-value products such as MCP advanced genetic seedlings and containerised seedlings will help to support revenue and volume through the trough.
ArborGen remains well positioned as a leading supplier of advanced genetics tree seedlings in the US South and Brazil. Market dynamics remain supportive in both regions, with recent company initiatives improving operating leverage, expanding ArborGen’s footprint and enhancing its higher-value customer offer.
* Adjusted US GAAP EBITDA is a non-GAAP financial measure and excludes one-off and unusual items which may include restructure costs, impairments and write downs on assets, acquisition/sale transaction costs and other one-off items. Additionally, management believes this measure provides useful information, as it is used internally to evaluate performance, and it is also a measure that equity analysts focus on for comparative company performance purpose.
ENDS
Authority for this announcement:
Justin Birch, President and CEO, ArborGen Holdings Limited
For more information, please contact:
Jackie Ellis, Ellis and Co e: jackie@ellisandco.co.nz, t: +64 27 2462505
ArborGen
ArborGen is the leading supplier of advanced seedling genetics to the global commercial forestry industry. Employing state-of-the-art technology, ArborGen is developing high-value products that significantly improve the productivity of a given acre of land by enabling our customers to grow trees that yield more wood per acre with greater consistency and quality in a shorter period of time. For more information, please visit ArborGen’s website at www.arborgen.com