The Bega Cheese Ltd (ASX: BGA) share price is in focus today after the company posted a strong FY2026, with statutory EBITDA up 22% to $202.3 million and revenue climbing 7% to $3.77 billion.

What did Bega Cheese report?

• Revenue rose 6.7% to $3,774.6 million
• Statutory EBITDA jumped 22% to $202.3 million
• Statutory profit after tax reached $54.8 million, up from a loss last year
• Normalised EBITDA increased 12% to $225.6 million
• Final fully franked dividend of 7.5 cents per share, bringing total FY2026 dividends to 14.5 cents per share
• Net debt increased to $151.6 million due to capital investment and restructuring

What else do investors need to know?

Bega Cheese’s Branded segment saw solid growth from strong sales of yoghurt, milk beverages, and international revenues. Higher demand for protein and health-focused products, plus cost savings from exiting primary peanut processing, helped boost results.

In the Bulk segment, improved integration of ingredients into the branded range and better commodity conditions lifted performance. The group also completed warehouse automation and consolidated cheese packaging operations, aiming for further efficiency.

What’s next for Bega Cheese?

Bega has refreshed its strategy, targeting more than $310 million in normalised EBITDA by FY2031. Investment in marketing and automation is expected to drive continued growth in core dairy and better-for-you products.

Management has provided normalised EBITDA guidance in the range of $240–$245 million for FY2027, supported by ongoing demand for protein and strong international sales, particularly in Southeast Asia.

Bega Cheese share price snapshot

Bega Cheese’s share price has outperformed the S&P/ASX 200 Index (ASX: XJO) in the past year with a gain of 15%, reflecting resilient demand for its key products.

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The post Bega Cheese defies headwinds with strong FY26 results and upbeat outlook appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Cuscal Ltd (ASX: CCL) share price is in focus today after reporting a 49% jump in statutory NPAT to $42.7 million for FY26, boosted by acquisitions of Indue and Paymark.

What did Cuscal report?

• Statutory net profit after tax (NPAT) up 49% to $42.7 million
• Underlying NPAT up 20% to $46.2 million
• Underlying net operating income rose 20% to $347.7 million
• Aggregate transaction volumes grew 12% over the year
• Final dividend of 7.0 cents, taking the full year dividend to 11.5 cents per share
• Indue and Paymark acquisitions contributed $34.8 million and $5.2 million respectively to net operating income

What else do investors need to know?

Cuscal completed the acquisition of Indue in December 2025 and Paymark in May 2026, both adding scale and new capabilities to the business. The company removed one-off costs from its underlying profit figure, including integration expenses and fair value adjustments, making it easier for investors to gauge the real health of the business.

The group’s strong capital position underpins its dividend payout and supports future investment. Conference call and webcast details for investors are available for those wanting more information about the result and company outlook.

What did Cuscal management say?

Managing Director Craig Kennedy said:

FY26 was a defining year for Cuscal. The acquisitions of Indue and Paymark have significantly increased our scale, strengthened our position across Australia and New Zealand, and expanded the range of payments capabilities we deliver to clients. These acquisitions were completed against a backdrop of continued growth across our core business. As we enter FY27, our focus is on supporting client growth, progressing integration, delivering synergies, and executing on the opportunities created by bringing these businesses together.

What’s next for Cuscal?

Looking ahead, Cuscal expects another year of strong growth in FY27, targeting mid-twenties percentage increases for both transaction volumes and underlying NPAT. Management says the integration of Indue and Paymark is expected to support further synergies and scale benefits.

Cuscal remains focused on supporting client growth and delivering value, including bringing new products and services to clients across Australia and New Zealand. The company aims to build on its recent acquisitions, drive innovation, and maintain disciplined cost management.

Cuscal share price snapshot

Over the past 12 months, Cuscal shares have risen 79%, significantly outperforming the All Ordinaries Index (ASX: XAO).

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The post Cuscal FY26 earnings: Profit jumps 49% on Indue & Paymark deals appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Zip Co Ltd (ASX: ZIP) share price is in focus today after the company posted record FY26 cash EBTDA of $268.9 million, up 57.9%, and a material increase in net profit after tax to $116.4 million, up 45.7% on the prior year.

What did Zip Co Limited report?

• Record cash EBTDA of $268.9 million, up 57.9% vs FY25
• Total revenue rose 24.7% to $1,336.1 million
• Operating margin expanded to 20.0%, from 15.8% last year
• Total transaction volume (TTV) increased 27.2% to $16.7 billion
• Net profit after tax of $116.4 million, up 45.7%
• Active customers grew to 6.5 million, a 3.7% lift year on year

What else do investors need to know?

Zip continued to deliver strong growth in the US, with total transaction volume and revenue up over 42% in local currency. In Australia and New Zealand, the company reported improved revenue and Australian receivables growth, led by its Zip Plus product, while announcing a wind down of its New Zealand operations to sharpen focus on Australia.

The business strengthened its funding platforms with new note issuances and warehouse facilities, increasing available cash and liquidity to $246.5 million. Zip also completed $150 million of share buybacks and announced a further on-market buyback of up to $50 million for FY27.

Looking ahead, Zip is considering a share consolidation to reduce the number of shares on issue and is exploring the possibility of a dual listing on a US stock exchange, should market conditions support this.

What did Zip Co management say?

Zip Group CEO and Managing Director, Cynthia Scott, said:

Consistent execution has built the platform to deliver our next phase of growth and innovation. In FY26, we exceeded our targets with record cash earnings of $268.9m, up 57.9%, underpinned by material cash earnings growth in both markets. We maintained strong unit economics, expanded operating leverage and reinforced the value of our differentiated business model.

Our focus on exceptional customer experiences is translating into stronger engagement. In the US, we achieved more than 40% growth in both TTV and revenue for a second consecutive year while adding new customers at scale. In ANZ, we returned to revenue and Australian receivables growth, led by the continued success of our Zip Plus product.

We delivered strong credit outcomes, strengthened our funding platforms and embedded AI across our people, processes and products. We also returned $150 million to shareholders through share buybacks and continue to optimise our capital structure, with new capital management initiatives announced today. Looking ahead, we are focused on executing on our FY27 strategic priorities to drive growth and innovation, and investing for long-term scale.

What’s next for Zip Co?

Looking forward, Zip aims to deliver group cash EBTDA of $340 million in FY27, up 26% on FY26, while targeting an operating margin of 20%–22%. US transaction volume is expected to grow by more than 30% (in USD), with a group revenue margin around 8%.

Management says it remains committed to scaling through further product innovation, AI integration, and capital management initiatives. Investors can also expect ongoing updates on potential share consolidation plans and any move towards a US dual listing.

Zip Co share price snapshot

The Zip Co share price has underperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a decline of around 15%.

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The post Zip Co reports record FY26 earnings and outlines growth strategy appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.