BUBS AUSTRALIA LIMITED (BUB)
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BUB

BUB - BUBS AUSTRALIA LIMITED

FNArena Sector : Dairy
Year End: June
GICS Industry Group : Food, Beverage & Tobacco
Debt/EBITDA: 0.27
Index:

Bubs is an Australian producer of infant formula and organic baby food and cereals. First listed in 1993, the company relisted in 2017 under the name Bubs Australia.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.125

03 Mar
2026

0.005

OPEN

$0.12

4.17%

HIGH

$0.13

1,835,907

LOW

$0.12

TARGET
$0.18 44.0% upside
OTHER COMPANIES IN THE SAME SECTOR
A2M . BGA . NUC . NUC . SM1 . TFL .
FNARENA'S MARKET CONSENSUS FORECASTS
BUB: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 0.6 0.3 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A - 51.6% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 40.0 xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx0.6
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx102.5 M
Book Value Per Share xxxxxxxxxxxxxxx4.8
Net Operating Cash Flow xxxxxxxxxxxxxxx6.1 M
Net Profit Margin xxxxxxxxxxxxxxx5.41 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx13.97 %
Return on Invested Capital xxxxxxxxxxxxxxx13.75 %
Return on Assets xxxxxxxxxxxxxxx8.95 %
Return on Equity xxxxxxxxxxxxxxx13.97 %
Return on Total Capital xxxxxxxxxxxxxxx5.84 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx6.0 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx1 M
Long Term Debt xxxxxxxxxxxxxxx0 M
Total Debt xxxxxxxxxxxxxxx1 M
Goodwill - Gross xxxxxxxxxxxxxxx91 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx17 M
Price To Book Value xxxxxxxxxxxxxxx3.78

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx0.1 M
Capex % of Sales xxxxxxxxxxxxxxx0.12 %
Cost of Goods Sold xxxxxxxxxxxxxxx54 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx46 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.8

No. Of Recommendations

2
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

02/03/2026

1

Speculative Buy

$0.18

44.00%

Bubs Australia delivered a first half result that was ahead of forecasts. FY26 guidance is unchanged for revenue at $120-125m.

Bell Potter believes FY26 will be a transformational year for the business with reported EBITDA projected at $4-6m, despite $5m in airfreight and tariff related expenses being incurred.

Speculative Buy rating and $0.18 target maintained.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.20 cents.
Bell Potter forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.50 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Shaw and Partners

02/03/2026

1

Buy, High Risk

$0.18

44.00%

Shaw and Partners highlights management at Bubs Australia’s delivered interim revenue of $55.5m, up 14.4% on the prior year. This outcome was in line with the broker's forecast, while earnings (EBITDA) of $3.0m were better than expected.

Growth was driven by "very strong" US revenue of $34.2m, up 47.6% on the prior year, notes the analyst, with inventory prioritised to this higher-margin market ahead of expected permanent FDA approval.

China revenue fell -26.7% to $7.5m on temporary inventory effects, observes the broker, while Australia declined -9.0%.

FY26 revenue guidance of $120-125m was reaffirmed and reported earnings (EBITDA) guidance upgraded to $4-6m.

Buy, High Risk retained. Target rises to 18c from 17c.

FORECAST
Shaw and Partners forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.30 cents.
Shaw and Partners forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.30 cents.
Access Extra Coverage Research History >

BUB STOCK CHART

FNArena News on BUB

1
FNArena Corporate Results Monitor – 02-03-2026

Mar 02 2026 - Australia
2
Weekly Ratings, Targets, Forecast Changes – 06-02-26

Feb 09 2026 - Weekly Reports
3
Weekly Ratings, Targets, Forecast Changes – 19-09-25

Sep 22 2025 - Weekly Reports
4
FNArena Corporate Results Monitor – 01-09-2025

Sep 01 2025 - Australia
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Aug 14 2025 - Rudi's View

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