ORI

ORI

ORI Analysis: FY2025 Full Year Results

Updated 14 Nov 2025

Event: FY2025 Full Year Results | Date: 2025-11-13 | Source: Orica Investor Centre Record EBIT and Strong Cash Flow in FY2025 Results Orica released its FY2025 full-year results on 13 November 2025, reporting record underlying EBIT of $992 million, up 23% year-on-year, driven by earnings growth across all segments and supported by

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ORI

ORI: Explosives Giant - Technology Moat Meets Mining Cycle Reality

Updated 14 Nov 2025

Orica at $21.72 vs fair value $17.47 (24% premium). Market leader (27% share) with wide moat from WebGen technology and scale advantages. ROIC 13.8% vs WACC 9.7%. Digital Solutions accelerating 34% CAGR. Mid-cycle positioning provides 24-36 month runway before downturn.

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