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DGL Group (ASX:DGL), a chemical manufacturing and logistics company, disappointed Ausbil Investment Management with weaker earnings. In March 2024, Ausbil reported DGL fell 20% over the quarter after a disappointing earnings update in February, although it noted that supportive summer weather patterns were improving the outlook for parts of DGL's agricultural chemicals business. DGL Group operates in the Materials sector within the Chemicals industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Ausbil Investment Management. Founded in 1999 and headquartered in Melbourne, DGL Group provides chemical formulation and manufacturing, warehousing and distribution of dangerous goods, and environmental services, including waste treatment and recycling, across Australia and New Zealand, having grown rapidly through a series of acquisitions since listing on the ASX in 2021, and serves agricultural, industrial and mining customers that rely on specialised handling of hazardous materials.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Ausbil Investment Management have invested in DGL Group Ltd (ASX:DGL).
Ausbil notes supportive summer weather patterns were improving the outlook for DGL's agricultural chemicals business.
Ausbil highlights a disappointing earnings update that caused a 20% share price fall, and DGL's earnings depend on agricultural seasons and integrating acquisitions.
DGL Group Ltd., founded in 1999 and headquartered in Melbourne, Australia, provides chemical manufacturing, warehousing, distribution, and environmental services. The company operates through four segments: Environmental Solutions, focusing on resource recovery and waste management; Chemical Manufacturing, specializing in specialty chemicals, advanced formulation, and contract manufacturing; Logistics, providing transport and warehousing for dangerous and hazardous goods across Australia and New Zealand; and Corporate Costs, representing unallocated group expenses.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.