AVI Limited (AVSFY) Q2 2026 Earnings Call Transcript

SA Transcripts158.89K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call AVI Limited (AVSFY) Q2 2026 Earnings Call March 9, 2026 6:00 AM EDT Company Participants Simon Crutchley - CEO & Executive DirectorJustin O’Meara - CFO & Executive DirectorMichael Koursaris - Acting MD of National Brands Limited, Business Development Director & Executive Director Conference Call Participants Shaun Chauke - JPMorgan Chase & Co, Research DivisionKeith MclachlanSa'ad Chothia - Citigroup Inc., Research Division Presentation Simon CrutchleyCEO & Executive Director Good morning, everybody. Thank you for those of you who've come in person today. It's always nice to see real people. This is not an AI, I hope. And also welcome to those joining us online to our half year results. Seems somewhat passe to be presenting these results in a very volatile environment. So for those of you who stare at screens all day, a special thank you for coming. We've got a pretty traditional format. I'll take you through some of the key features. Justin will take you through the group financial results. I'll cover through divisional performance. Got some of my colleagues here as well who can answer any of the difficult questions. We'll talk about prospects, but we'll ask you what the oil price will be before we do that, and then we'll take some questions. I think the environment, as you all know, I guess, if you look at other people's results, it's a tough consumer environment for those of us who sell to South African consumers. Top line growth, fairly challenging across the portfolio. Nonetheless, I guess some at least decent volume growth in some of our key categories. Good to see some of our innovation working and hopefully, at the year-end, we'll share some of that in goody bags for those of you who come. Nice to see the Spitz business have a decent December, a very critical driver for their financial performance annually. And it was good