A2M 8.89% $6.25 the a2 milk company limited

The consensus NPAT mentioned in the article posted a few posts...

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    The consensus NPAT mentioned in the article posted a few posts up was $172M. That's about 10-11% increase in NPAT over FY23.

    The last I recall A2M was projecting mid single digit revenue growth with similar EBITDA. That usually translates into a slightly % change in NPAT, so it sounds about right to me. I am sure one could apply the relevant tax rate and figure it out for sure. FY23 revenue was $1.593M so 5% revenue growth would be about $1.673M.

    I'm optimistic there is some scope to exceed on the overall revenue growth, as I imagine they would have been cautious about projections for the new Gentle Gold product. It'll be interesting to see what impact that's had. And if they do exceed on revenue whilst at least maintaining margins, then it should beat the NPAT consensus.
    Last edited by werdplaya58: 18/08/24
 
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