Highlights

• SPC Global reported AUD 331.8 million in FY26 net sales Revenue and AUD 38.5 million normalised EBITDA.

• The food group increased normalised EBITDA by 27% compared with FY25 and expanded selected overseas retail listings.

• SPC proposed a distribution Partnership covering Gulf markets while creating a group chief operating officer position.

• SPG shares were unchanged at AUD 0.067 on 5 November, with more than 5.31 million shares traded.

A larger branded-food platform is taking shape at SPC Global Holdings Ltd (ASX:SPG), where the latest annual results describe higher normalised Earnings and distribution gains. Its share price stood at AUD 0.067 on 5 November 2026, unchanged during the session. The company’s current story is grounded in FY26 earnings, new retail listings and plans to coordinate its domestic and international operations.

Earnings Growth Follows a Shift in Product Mix

For the year ended 30 June 2026, SPC Global reported AUD 331.8 million in net sales revenue and AUD 38.5 million in normalised earnings before interest, tax, Depreciation and amortisation. Normalised EBITDA increased 27% from FY25, exceeding the company's guidance for 25% growth. Management connected the result with a higher-margin branded mix, channel selection and tighter execution following the integration of SPC, The Original Beverage Co., Nature One and Natural Ingredients. The earnings figure is a normalised measure, distinct from statutory net profit, and should be read in that context. The company also completed a AUD 100 million Equity raising during the period, which strengthened the reported balance-sheet position.

Retail Listings Broaden Domestic and Overseas Exposure

The group highlighted additional distribution across foodservice, convenience and supermarket channels. Its Naked Life sodas gained Placement in Ampol petrol and convenience outlets, while Ardmona became Woolworths' exclusive Australian-branded canned tomato offering. SPC ProVital fruit pouches secured retailer ranging from July 2026, placing that initiative beyond the FY26 balance date. Internationally, the company reported EBITDA of AUD 15.7 million, supported by product ranging with Costco Japan, Emart Traders in Korea and NTUC FairPrice and Cold Storage in Singapore. These are specific distribution developments, rather than a claim that all the company's brands have entered every market.

Middle East Plan Remains a Proposed Partnership

SPC Global also entered a memorandum of understanding with ATAYF 2 Pty Ltd to explore a distribution relationship across Gulf Cooperation Council markets. The proposed scope includes the United Arab Emirates, Saudi Arabia, Qatar, Kuwait, Bahrain and Oman. This agreement establishes a basis for exploration and negotiation, not a completed regional rollout or guaranteed sales. The company describes the potential partnership as a way to combine its food, beverage and dairy portfolio with local distribution knowledge. Execution will depend on subsequent arrangements and market development, so the stated opportunity should remain separate from revenue already reported in FY26.

Operating Alignment and Market Context

A new Group Chief Operating Officer role was established to connect domestic commercial operations and Supply chain functions. Moataz Ahmad was appointed to the position effective 1 September 2026. SPC said the structure was intended to align customer demand, production planning and delivery. On 5 November, its shares traded between AUD 0.066 and AUD 0.073, with reported Volume of 5,312,435 and a Market Capitalisation of AUD 79.95 million. The reported one-year change was negative 79.40%. Later updates will show how channel additions, the operating structure and any negotiated overseas arrangements translate into reported performance.