Wrap Text
Unaudited consolidated interim results for the six months ended 30 September 2025
Omnia Holdings Limited
(Incorporated in the Republic of South Africa)
Registration number: 1967/003680/06
JSE code: OMN LEI NUMBER: 529900T6L5CEOP1PNP91
ISIN: ZAE000005153
(Omnia or the company)
Unaudited consolidated interim results
For the six months ended 30 September 2025
Living our Purpose, Shaping our Future
"The execution of our strategy delivered strong operating profit growth, enabled by disciplined capital management and operational agility. In the face of persistent global complexity and regional challenges, this strong result reflects our team’s unwavering focus on delivering sustainable growth and long-term value for our stakeholders. This profit growth was enabled by higher volumes across our core businesses, supported by the Group’s integrated manufacturing and supply chain, which successfully navigated the impact of extended supplier shutdowns. Our strong financial position and disciplined capital management enables us to create sustainable growth opportunities that will strengthen our global presence and grow our core businesses. We remain deeply committed to fostering a culture of safety, embedding sustainability at the heart of everything we do, and driving excellence across our operations. The Group continues to play a meaningful role in advancing sustainable agriculture and mining practices, living our purpose of innovating to enhance life, together creating a greener future." - Seelan Gobalsamy (CEO)
ESG SALIENT FEATURES
HY26
- Recordable case rate (number of recordable cases or injuries relative to 200 000 working/exposure hours) increased to 0.21 (HY25: 0.09)
- CO2 intensity (tonnes CO2e per tonne manufactured) increased to 0.038 (HY25: 0.035)
- Renewable energy use (solar generation output MWh) increased to 9 795 (HY25: 9 691)
- Water use efficiency (kilolitres per tonne manufactured) decreased to 0.40 (HY25: 0.41)
- Energy use efficiency (net) (gigajoules per tonne manufactured) unchanged at 0.27 (HY25: 0.27)
- Water recycled or reused (megalitres) decreased to 70 (HY25: 93)
- B-BBEE rating remained stable at Level 2 (HY25: Level 2)
- Global Credit Rating maintained: affirmed long term: A+ short term: A1, both with stable outlook (HY25: long term A+, short term: A1, both with a stable outlook)
FINANCIAL HIGHLIGHTS
HY26
- Revenue increased 3% to R11 222 million (HY25: R10 933 million)
- Operating profit increased 12% to R900 million (HY25: R802 million)
- Operating margin increased 9% to 8.0% (HY25: 7.3%)
- EBITDA increased 7% to R1 184 million (HY25: R1 103 million)
- Earnings per share increased 13% to 326 cents (HY25: 289 cents)
- Headline earnings per share increased 11% to 320 cents (HY25: 288 cents)
- Strong net cash position* of R695 million (HY25: R812 million)
- Net asset value remained stable at R9 763 million (HY25: R9 753 million)
- Net working capital decreased by 5% to R3 769 million (HY25: R3 964 million)
*Excluding lease liabilities
SEGMENTAL HIGHLIGHTS
Agriculture
- Revenue up 11% to R5 663 million
- Operating profit up 9% to R458 million
- Operating margin down 2% to 8.1%
The Agriculture segment delivered a resilient financial performance, effectively managing several challenges including a prolonged supplier shutdown, adverse climatic conditions in select international markets, currency volatility and increasing uncertainty in the global trade environment. Agile operations, increased demand and favourable pricing dynamics supported the result.
The integrated manufacturing and supply chain capabilities, which provide a key competitive advantage in the SADC region, successfully navigated the impacts of extended supplier shutdowns (including ammonia, steam, rail and water). This was mitigated through strategic inventory management and its agile operations, to ensure security of supply to customers.
In South Africa, the extended supplier shutdowns in the first quarter of FY26 affected ESG metrics, manufacturing volumes and overhead recovery rates. The business delivered strong sales volumes, supported by Omnia's proprietary Nutriology approach, favourable agronomic conditions and pricing dynamics. Rest of Africa benefited from improved agronomic conditions, a strengthening macroeconomic environment and operating model changes. Agriculture International saw increased biostimulant exports to key markets, overall performance was however impacted by droughts in Australia and Brazil. The strategy to grow the distribution footprint in the USA and Brazil is gaining traction, driven by demand for sustainable farming solutions and high quality input.
Continued good agronomic conditions and early rains underpin our optimism for good demand in the second half for the South African business. The Rest of Africa division is well positioned for an improved season, supported by effective supply chain execution. Agriculture International is expected to deliver growth through its expanding wholesale distribution footprint and its biostimulant offering. Export volumes are set to increase in key Asian markets, while efforts to grow the business in Australia continue. In Brazil, the business is driving organic growth by expanding into new high value crop regions and pursuing strategic B2B opportunities.
Overall, the Agriculture segment continues to demonstrate resilience and agility across diverse markets. The outlook remains positive, supported by favourable agronomic conditions in SADC and focused strategic execution.
Mining
- Revenue up 3% to R4 845 million
- Operating profit up 7% to R570 million
- Operating margin up 4% to 11.8%
The Mining segment delivered a strong performance despite a challenging macroeconomic environment, characterised by trade and currency volatility and its impact on commodity prices. Revenue, profitability and margin growth were driven by increased volumes in the SADC region, although this was partially offset by lower volumes in the coal and diamond sectors. Delivery was supported by Omnia's integrated manufacturing and supply chain capabilities.
In West Africa, BME maintained its strong operational performance, however, political instability in the region persists. In Indonesia, strategic efforts to diversify into the metals sector remain a priority, with business and technology integration progressing to plan. Commissioning of both non-electric and electronic detonator plants in Canada marked a key milestone in enabling distribution opportunities into the North American market. Infrastructure development is supporting the execution of the organic growth strategy in Australia. BME's Metallurgy division delivered solid results, driven by growth in the uranium sector in Namibia and increased sales of ammonia derivatives.
The Mining segment is well positioned for growth across its core explosives and chemicals markets, despite ongoing macroeconomic challenges. Strategic efforts are focused on organic growth, contract expansion, and operational optimisation across regions including SADC, West Africa, Australia, Canada and Indonesia. Key initiatives include commissioning new plants and expanding technology partnerships. Infrastructure for the hydrogen peroxide emulsion plant in Canada will be completed in the second half of FY26. This is an important milestone for BME and will set the foundation for the rollout of this technology into other strategic markets.
BME continues to advance innovation and diversification, with a strong emphasis on sustainability, regional expansion, and embedding its value proposition within the mining value chain to support its strategic objectives.
Chemicals
- Revenue down 38% to R714 million
- Operating loss down 4% to R22 million
- Operating margin down 55% to (3.1%)
The segment continued to execute its strategy to streamline the business, release capital and improve financial performance sustainably. The integration of the profitable bulk trade business with the Group's manufacturing and supply chain capabilities is underway to unlock operational synergies. Performance was adversely impacted by subdued activity in South Africa's manufacturing and coatings sectors.
New contract wins in South Africa and expanded sales across the broader African market contributed to improved profitability of the Water Care business.
The restructure is expected to be completed in the second half of FY26 with the capital release from the sale of earmarked assets, including the Water Care business, progressing.
SHORT FORM ANNOUNCEMENT
This announcement is the responsibility of the directors and is only a summary of information in the unaudited financial results for the six-month period ended 30 September 2025 of Omnia Holdings Limited and its subsidiaries (HY26 results) and does not contain full or complete details. Any investment decisions by investors and/or shareholders should be based on the HY26 results which were published on SENS on 10 November 2025 and which are based on the full announcement, which is available on the following link: https://senspdf.jse.co.za/documents/2025/jse/isse/OMN/HY26.pdf and published on the company's website on the following link: https://www.omnia.co.za/reports-and-results/financial-results/2026 or requested from Investor Relations at omniaIR@omnia.co.za
Executive directors: T Gobalsamy (chief executive officer), S Serfontein (finance director)
Non-executive directors: T Eboka (chair), Prof N Binedell, R Bowen (British, retired 11 September 2025), G Cavaleros,
S Mncwango (retired 11 September 2025), T Mokgosi-Mwantembe, W Plaizier (Dutch), R van Dijk
Company secretary: S Mdluli
JSE sponsor: Java Capital
Date of announcement: 10 November 2025
South African Revenue Service (SARS)
Omnia is disputing additional tax assessments raised by SARS in respect of its 2014 to 2016 tax years which has culminated in the parties engaging in Alternative Dispute Resolution (ADR) proceedings in an effort to reach a resolution. While a final resolution to the matter has not yet been reached, the Group continues to engage extensively with SARS and anticipates that the ADR proceedings, which are at an advanced stage, will conclude in the near term. Should the ADR process not result in a satisfactory resolution, the Group will advance its appeal by seeking adjudication by the courts if necessary.
www.omnia.co.za
Date: 10-11-2025 07:05:00
Produced by the JSE SENS Department. The SENS service is an information dissemination service administered by the JSE Limited ('JSE').
The JSE does not, whether expressly, tacitly or implicitly, represent, warrant or in any way guarantee the truth, accuracy or completeness of
the information published on SENS. The JSE, their officers, employees and agents accept no liability for (or in respect of) any direct,
indirect, incidental or consequential loss or damage of any kind or nature, howsoever arising, from the use of SENS or the use of, or reliance on,
information disseminated through SENS.
Sharenet Sites 
