Orica's Growth Businesses Are Firing -- Market Talk

Dow Jones

05/08

2339 GMT - Mining explosives maker Orica's growth businesses are firing, says Jefferies. EBIT of the Specialty Chemicals and Digital divisions both rose by at least 20% in 1H. Orica expects a strong 2H from the pair as well. Jefferies forecasts a combined annual growth of 10% through FY27-28. Orica highlighted its cyanide capacity in APAC and the U.S. is sold out. Therefore, it is relying on third-party volumes to drive growth while exploring opportunities to unlock capacity within its own operations. This should be supportive of growth, analyst Ramoun Lazar says. "Overall, we expect non-blasting businesses to approach 12% return on invested capital by end-FY28, which should start to support group value creation after years of dilution," Jefferies says. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

May 07, 2026 19:39 ET (23:39 GMT)

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EBIT of the Specialty Chemicals and Digital divisions both rose by at least 20% in 1H. Orica expects a strong 2H from the pair as well. Jefferies forecasts a combined annual growth of 10% through FY27-28. Orica highlighted its cyanide capacity in APAC and the U.S. is sold out. Therefore, it is relying on third-party volumes to drive growth while exploring opportunities to unlock capacity within its own operations. This should be supportive of growth, analyst Ramoun Lazar says. \"Overall, we expect non-blasting businesses to approach 12% return on invested capital by end-FY28, which should start to support group value creation after years of dilution,\" Jefferies says. 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EBIT of the Specialty Chemicals and Digital divisions both rose by at least 20% in 1H. Orica expects a strong 2H from the pair as well. Jefferies forecasts a combined annual growth of 10% through FY27-28. Orica highlighted its cyanide capacity in APAC and the U.S. is sold out. Therefore, it is relying on third-party volumes to drive growth while exploring opportunities to unlock capacity within its own operations. This should be supportive of growth, analyst Ramoun Lazar says. \"Overall, we expect non-blasting businesses to approach 12% return on invested capital by end-FY28, which should start to support group value creation after years of dilution,\" Jefferies says. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 07, 2026 19:39 ET (23:39 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ORI.AU","symbol_name":"ORICA LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2633510669","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2633510669","pubTimestamp":1778197140,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2339 GMT - Mining explosives maker Orica's growth businesses are firing, says Jefferies. EBIT of the Specialty Chemicals and Digital divisions both rose by at least 20% in 1H. Orica expects a strong 2H from the pair as well. Jefferies forecasts a combined annual growth of 10% through FY27-28. Orica highlighted its cyanide capacity in APAC and the U.S. is sold out. Therefore, it is relying on third-party volumes to drive growth while exploring opportunities to unlock capacity within its own operations. This should be supportive of growth, analyst Ramoun Lazar says. \"Overall, we expect non-blasting businesses to approach 12% return on invested capital by end-FY28, which should start to support group value creation after years of dilution,\" Jefferies says. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ORI.AU":"ORICA LTD","BK7017":"商品化工"},"translate_title":"Orica的成长型业务正在蓬勃发展——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ORI.AU":0.9},"content_text":"2339 GMT - Mining explosives maker Orica's growth businesses are firing, says Jefferies. EBIT of the Specialty Chemicals and Digital divisions both rose by at least 20% in 1H. Orica expects a strong 2H from the pair as well. Jefferies forecasts a combined annual growth of 10% through FY27-28. Orica highlighted its cyanide capacity in APAC and the U.S. is sold out. Therefore, it is relying on third-party volumes to drive growth while exploring opportunities to unlock capacity within its own operations. 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