Highlights

  • OMG Group Limited (ASX:OMG) has reported a first for the Business in its latest quarterly update.
  • Net sales for the September quarter climbed at a double-digit pace compared with the prior year.
  • July 2026 delivered a record monthly trading result for the company.
  • Management has pointed to several growth initiatives, including a newer product platform, that sit behind the result.

OMG Group Limited (ASX:OMG) has reported its first positive quarterly EBITDA, a milestone for the consumer brands business behind Blue Dinosaur and Oat Milk Goodness. According to the company, EBITDA for the first quarter of FY27, covering the September quarter, was approximately $61,500. Net sales for the same period were approximately $1.92 million. The update also refers to record monthly trading in July 2026 and to continued Investment in distribution, ecommerce and product innovation. This article sets out what the company disclosed, how the sales growth was described, and which initiatives management has linked to the result, using only the information contained in the announcement.

A First Positive EBITDA Quarter

The central disclosure in the update is the move to positive EBITDA. The company reported EBITDA of approximately $61,500 for the September quarter of FY27, describing it as the first positive quarterly EBITDA in its history. EBITDA, which stands for Earnings before interest, tax, Depreciation and amortisation, is a commonly used measure of operating performance before financing and accounting charges, so it offers a view of how the underlying trading activity is performing.

The figure is small in absolute terms, and the announcement does not present it as anything other than a first step. Chief Executive Officer Alex Aleksic described delivering the first positive EBITDA quarter as an important milestone for OMG, one that reflects the progress made in building a more scalable and financially sustainable business. That framing places the result within a longer effort to shape the cost base and sales mix of the group rather than treating a single quarter as a conclusion.

Net Sales Growth Across Channels

On the Revenue side, OMG reported net sales of approximately $1.92 million for Q1 FY27. The company said this represented growth of 59 per cent compared with the same quarter a year earlier, equivalent to an increase of about $710,000. The announcement also notes record monthly trading in July 2026, which indicates that the quarter included at least one month that set a new high for the business.

Growth was described as broad-based across the company's sales channels, spanning retail, ecommerce, distribution and food service. Having several channels contribute can matter for a consumer brand, because it spreads exposure across different customer types and routes to market. The company's portfolio includes Blue Dinosaur and Oat Milk Goodness, and the announcement presents both retail and food service activity as part of the quarter's performance.

Investment Areas Behind the Result

The update links the quarter to a set of ongoing investments. OMG said it has been putting resources into distribution expansion, its ecommerce platform, product innovation and the commercialisation of its matcha platform. These are described as areas of focus that have supported the sales growth reported for the period.

Distribution expansion is relevant for any packaged consumer Brand because it determines how many customers can access products in physical and online settings. Ecommerce investment relates to direct and online sales capability, while product innovation and the matcha platform point to efforts to broaden the range beyond existing lines. The announcement does not provide detailed budgets, timelines or targets for these programs, so readers should treat them as stated priorities rather than quantified commitments. Any further detail on their scale or timing would need to come from future company disclosures.

Key Takeaways

The September quarter update from OMG Group Limited (ASX:OMG) combines two datapoints that the company has highlighted: a first positive quarterly EBITDA of approximately $61,500 and net sales of about $1.92 million, up 59 per cent on the prior year. Record trading in July 2026 and growth across retail, ecommerce, distribution and food service were also noted. The company has linked the results to investment in distribution, its ecommerce platform, product innovation and the matcha platform. As the announcement covers a single quarter, it offers a snapshot rather than a trend, and readers may wish to follow subsequent quarterly reports for further context on how these initiatives develop.