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: -5.74
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

$0.086

27 Aug
2026

-0.007

OPEN

$0.09

-7.53%

HIGH

$0.09

5,305,696

LOW

$0.08

TARGET
$0.128 48.3% upside
OTHER COMPANIES IN THE SAME SECTOR
A2M . BGA . NUC . NUC . SM1 . TFL .
FNARENA'S MARKET CONSENSUS FORECASTS
BUB: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx - 0.5 0.3 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 32.0 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 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx-0.5
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx111.9 M
Book Value Per Share xxxxxxxxxxxxxxx4.4
Net Operating Cash Flow xxxxxxxxxxxxxxx-15.1 M
Net Profit Margin xxxxxxxxxxxxxxx-4.13 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx-11.35 %
Return on Invested Capital xxxxxxxxxxxxxxx-10.66 %
Return on Assets xxxxxxxxxxxxxxx-7.15 %
Return on Equity xxxxxxxxxxxxxxx-11.35 %
Return on Total Capital xxxxxxxxxxxxxxx-8.82 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-15.6 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx11 M
Long Term Debt xxxxxxxxxxxxxxx5 M
Total Debt xxxxxxxxxxxxxxx16 M
Goodwill - Gross xxxxxxxxxxxxxxx91 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx9 M
Price To Book Value xxxxxxxxxxxxxxx1.76

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx1.2 M
Capex % of Sales xxxxxxxxxxxxxxx1.08 %
Cost of Goods Sold xxxxxxxxxxxxxxx69 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx48 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

28/08/2026

1

Speculative Buy

$0.135

56.98%

Bubs Australia's FY26 results were broadly consistent with guidance, Bell Potter observes. Revenue rose 9% to $111.9m, while the reported earnings (EBITDA) loss of -$1.8m included significant US freight, tariff and regulatory costs, the analysts explain.

The broker suggests underlying earnings of $5.3m provide a stronger baseline for FY27 as US shipment momentum improves.

FY27 and FY28 earnings forecasts rise by 35% and 2%, respectively. A recovering margin is expected along with potential permanent US market access to materially de-risk the outlook.

The target price is unchanged at 13.5c. Speculative Buy rating.

FORECAST
Bell Potter forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.20 cents.
Bell Potter forecasts a full year FY28 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

30/08/2026

1

Buy

$0.15

74.42%

Shaw and Partners retains a Buy rating for Bubs Australia with its target price decreased to $0.15 from $0.16 following an FY26 result that showed underlying improvement masked by one-off costs.

The company delivered 9.1% revenue growth to $111.9m, driven by a 24% increase in the core US business, despite overall profitability being weighed down by $7.9m in airfreight, regulatory, and tariff expenses.

After excluding temporary costs, underlying EBITDA improved to $5.3m from $1.2m in FY25, highlighting emerging operational leverage.

The analyst maintains a positive medium-term growth outlook based on strong demand and distribution expansion across more than 10,000 US stores.

Revenue growth and margin recovery are anticipated for FY27 as regulatory headwinds ease and the permanent FDA approval process advances.

FORECAST
Shaw and Partners forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.30 cents.
Shaw and Partners forecasts a full year FY28 dividend of 0.20 cents and EPS of 0.70 cents.
Access Extra Coverage Research History >

BUB STOCK CHART

FNArena News on BUB

1
FNArena Corporate Results Monitor – 28-08-2026

Aug 28 2026 - Australia
2
Australian Broker Call *Extra* Edition – Jun 03, 2026

Jun 03 2026 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – May 07, 2026

May 07 2026 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – May 05, 2026

May 05 2026 - Daily Market Reports
5
Australian Broker Call *Extra* Edition – Mar 30, 2026

Mar 30 2026 - Daily Market Reports

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