{
  "id": 9453611,
  "title": "Earnings call transcript: Fonterra posts strong H2 2026 as returns top target",
  "url": "https://urgent.news/2026/09/24/earnings-call-transcript-fonterra-posts-strong-h2-2026-as-returns-top",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-24T01:06:17.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/transcripts/earnings-call-transcript-fonterra-posts-strong-h2-2026-as-returns-top-target-93CH-4914299"
  },
  "original_language": "en",
  "account": "Fonterra reported strong results for the second half of 2026, driven by favorable stream returns and operational progress. Key highlights include:\n\n- Return on capital exceeded the 10%-12% target range\n- Favorable stream returns were a major contributor to the performance\n- The company continues to supply the Middle East despite longer delivery times and higher logistics costs due to regional tensions\n- Shares were trading at $8.30, up 1.68% from the previous close, nearing the top of its 52-week range\n\nFonterra anticipates some reversion in stream returns in the second half of 2026, but remains on track to operate within its 10%-12% return-on-capital range over time. Management attributes much of the strength to temporary market conditions and expects some normalization ahead. The company also highlighted future investment needs that could impact returns in coming periods.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Investing.com",
        "title": "Earnings call transcript: Exor H1 2026 NAV falls as cash pile and buyback grow",
        "url": "https://urgent.news/2026/09/23/earnings-call-transcript-exor-h1-2026-nav-falls-as-cash-pile-and",
        "published": "2026-09-23T11:50:30.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}