a2 Milk Company
The A2 Milk Company was founded in New Zealand based on a research discovery that different milk proteins affect people in a different way. The company now owns and licenses intellectual property enabling dairy farms to identify cattle suitable for the production of A2 milk.
Popular branded A2 milk products such as liquid milk and infant formula are sold in NZ, Australia, USA, UK and China. The company has a track record of investing heavily in marketing and R&D to further brand position.
A2 Milk is dual listed and one of the largest companies on the NZX, with a market capitalisation of more than $10 billion in 2020. David Bortolussi was recently appointed CEO and will begin leading the company in early 2021.
Company Details
Registered Office:
Level 10, 51 Shortland Street, Auckland 1010, New Zealand
Postal Address:
PO Box 163, Shortland Street, Auckland 1010
Telephone:
+64 9 977 5154
Facsimile:
n/a
Website:
www.thea2milkcompany.com
First Listed:
20/04/2004
Balance Date:
30 June
AGM:
18/11/2022
Directors and Executives
David Bortolussi
Chief Executive Officer and Managing Director
Warwick Every-Burns Independent Non-Executive Director
Pip Greenwood
Independent Non-Executive Director
David Hearn
Independent Non-Executive Director
Julia Hoare
Deputy Chairman
Jaron McVicar
Company Secretary
Kate Mitchell
Independent Non-Executive Director
Mark Sherwin
Chief Financial Officer
David Wang
Independent Non-Executive Director
Sandra Yu
Independent Non-Executive Director
Announcements
| Title | Date | Type |
|---|---|---|
| Notice of cessation of securities | Mon, Apr 15 2024 01:53 pm | SECISSUE |
| SPH Notice - The Vanguard Group, Inc. | Fri, Apr 05 2024 08:38 am | SHINTR |
| SPH Notice - The Goldman Sachs Group, Inc. (“GSGI”) | Thu, Mar 28 2024 03:47 pm | SHINTR |
| SPH Notice - The Vanguard Group, Inc. | Thu, Mar 21 2024 08:42 am | SHINTR |
| SPH Notice - The Goldman Sachs Group, Inc. (“GSGI”) | Wed, Mar 20 2024 09:00 am | SHINTR |
| SPH Notice - The Vanguard Group, Inc. | Thu, Mar 14 2024 09:07 am | SHINTR |
| Disclosure of relevant interests | Wed, Feb 28 2024 12:49 pm | SHINTR |
| SPH Notice - Bennelong Funds Management Group Pty Ltd | Mon, Feb 19 2024 08:30 am | SHINTR |
| 1H24 Results and Interim Report | Mon, Feb 19 2024 08:30 am | HALFYR |
| 1H24 Results Call Notification | Wed, Jan 17 2024 12:35 pm | GENERAL |
Major Holdings Announcements
| Date | Name | No. Held | % | Current |
|---|---|---|---|---|
| 29/11/22 | The Goldman Sachs Group, Inc. | 38,857,882 | 5.08 | 5.23 |
| 07/06/22 | BlackRock Inc. and related bodies c | 37,092,941 | - | 4.99 |
| 19/05/22 | BlackRock Inc | 37,398,996 | 4.97 | 5.03 |
| 30/03/22 | The Goldman Sachs Group, Inc. on be | 35,207,250 | 5.54 | 4.73 |
| 03/02/22 | UBS Group AG and its related bodies | 37,106,399 | 6.35 | 4.99 |
| 07/12/21 | UBS AG and its related bodies corpo | 45,225,162 | 7.40 | 6.08 |
| 01/12/21 | Perpetual Limited | 45,389,774 | 4.61 | 6.10 |
| 01/12/21 | Macquarie Group Limited | 35,650,226 | 5.11 | 4.79 |
| 11/11/21 | The Vanguard Group, Inc. | 34,388,632 | 5.00 | 4.62 |
| 19/10/21 | Mitsubishi UFJ Financial Group, Inc | 35,833,781 | 5.36 | 4.82 |
| 14/10/21 | The Goldman Sachs Group, Inc. (“GSG | 45,062,198 | 4.90 | 6.06 |
| 28/09/21 | Perpetual Limited and subsidiaries | 37,687,348 | - | 5.07 |
| 02/08/21 | Commonwealth Bank of Australia | 37,038,921 | 5.02 | 4.98 |
| 08/06/21 | Morgan Stanley and its Subsidiaries | 33,300,187 | 5.12 | 4.48 |
| 20/04/21 | Pendal Group Limited | 37,145,476 | 5.17 | 5.00 |
| 22/11/19 | Mitsubishi UFJ Financial Group, Inc | 74,990,656 | 9.19 | 10.20 |
| 31/10/17 | Colonial First State Asset Manageme | 39,108,953 | 6.38 | 5.35 |
| 28/09/17 | Challenger Limited | 36,372,739 | 5.51 | 4.98 |
| 28/08/17 | Greencape Capital Pty Limited | 35,548,215 | 6.04 | 4.87 |
| 20/06/17 | Harbour Asset Management Limited | 35,487,445 | 5.08 | 4.88 |
| 30/05/17 | Westpac Banking Corporation | 14,346,867 | 6.00 | 2.00 |
| 09/02/17 | Colonial First State Investment Man | 46,289,905 | 5.06 | 6.38 |
Director’s Interests Announcements
| Date | Name | No. Held | % | Details | Other |
|---|---|---|---|---|---|
| 07/06/23 | Kathryn Mitchell | 1,000 | - | - | - |
| 03/02/23 | David Landt Bortolussi | 311,283 | - | - | - |
| 06/12/22 | Philippa Greenwood | 30,000 | - | - | - |
| 24/05/22 | Mark Sherwin | 16,800 | - | - | - |
| 01/09/21 | Race Strauss | 15,101 | - | - | - |
| 15/03/21 | Jaron McVicar | 40,300 | - | - | - |
| 27/08/20 | Geoffrey Howard Babidg | 300,000 | - | - | - |
| 27/08/20 | David Hearn | 1,055,000 | - | - | - |
| 27/08/20 | Shareef Yaseen Khan | 400,000 | - | - | - |
| 26/11/19 | Craig Louttit | 100,000 | - | - | - |
| 26/11/19 | Carla Jayne Hrdlicka | 95,338 | - | - | - |
| 28/02/19 | Peter Bruce Hinton | 300,000 | - | - | - |
| 23/06/17 | Jesse Wu | 27,000 | - | - | - |
| 17/05/17 | Richard Oram Le Grice | 15,000 | - | - | - |
| 31/08/16 | Peter Jerrold Nathan | 400,353 | 0.06 | - | - |
| 29/08/16 | Warwick Every-Burns | 100,000 | 0.01 | - | - |
Analysts’ Forecasts
| profit2021 | profit2022 | eps2021 | dps2021 | sales2021 | ebit2021 | ebitda2021 | |
|---|---|---|---|---|---|---|---|
| mean | 149.0 | 20.6 | .0 | 1,597.0 | 196.8 | 216.6 | |
| high | 149.0 | 20.6 | .0 | 1,597.0 | 196.8 | 216.6 | |
| low | 149.0 | 20.6 | .0 | 1,597.0 | 196.8 | 216.6 | |
| sample | 1 | 0 | 1 | 1 | 1 | 1 | 1 |
Disclaimer
Data on this page is from BusinessDesk and NZX Ltd for information purposes
only. Details are believed to be accurate but no warranty is given as to
accuracy, timeliness, reliability or completeness. No person should rely on
the contents of the report and all persons should obtain independent
professional advice before acting on any information connected with or
contained in this report.
Last
Updated: 20/03/2023
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