Treasury Wine stock reports AUD 492.3 million FY26 EBITS

Published on 09/28/2026 at 15:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Treasury Wine stock closed at AUD 5.42 on September 25, 2026, after FY26 EBITS reached AUD 492.3 million. The Seppelt sale advances its brand reset.

Treasury Wine, AU000000TWE9, Illustration mit AI erstellt.

Treasury Wine Estates stock (ISIN AU000000TWE9) closed at AUD 5.42 on the ASX on September 25, 2026, up AUD 0.01 or 0.18 percent from AUD 5.41. The company is reshaping its portfolio after reporting FY26 EBITS of AUD 492.3 million on August 13, 2026, above its guidance range of AUD 480 million to AUD 490 million.

Portfolio reset gains a first transaction

The latest operating catalyst is the sale of Seppelt Wines to family-owned Stonier Wines. ABC News reported on September 24, 2026, that the transaction includes the Great Western winery and the Drumborg vineyard, with completion expected in mid-October.

The sale is part of Treasury Wine Estates' plan to reduce its portfolio from 76 brands to fewer than 30. That makes Seppelt more than a standalone divestment: it is an early test of whether management can simplify production while preserving the value of its premium labels.

FY26 earnings show the cost of cleanup

Kapitales Research said on September 16, 2026, that FY26 earnings declined 36.1 percent from the previous corresponding period. Treasury Wine Estates also reported a statutory net loss after tax of AUD 1,078.7 million, largely tied to AUD 1,308.7 million in post-tax material items.

The contrast between adjusted operating earnings and statutory losses is central to the stock story. Penfolds generated FY26 EBITS of AUD 404.3 million, while the Americas division produced AUD 90.2 million, leaving the premium portfolio to offset pressure in the US business.

ASX price stays below its yearly high

The September 25 session produced a high of AUD 5.44, a low of AUD 5.36 and volume of 1,951,750 shares. The AUD 5.42 close stood 23.88 percent below the 2026 high of AUD 5.985, showing that the recovery from the year's low of AUD 3.34 remains incomplete.

For investors, the next valuation debate centers on execution rather than the Seppelt proceeds. Treasury Wine Estates must convert portfolio simplification, inventory normalization and cost savings into steadier earnings while Penfolds supports the group.