BlueScope Steel Limited (BLSFY) Q2 2026 Earnings Call Transcript

SA Transcripts158.42K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call BlueScope Steel Limited (BLSFY) Q2 2026 Earnings Call February 15, 2026 7:00 PM EST Company Participants Tania Archibald - MD, CEO & DirectorDavid Fallu - Chief Financial Officer Conference Call Participants Ramoun Lazar - Jefferies LLC, Research DivisionHarry Saunders - E&P, Research DivisionDaniel Kang - CLSA Limited, Research DivisionChen Jiang - BofA Securities, Research DivisionPaul Young - Goldman Sachs Group, Inc., Research DivisionPeter Steyn - Macquarie ResearchLee Power - JPMorgan Chase & Co, Research DivisionScott Ryall - Rimor Equity Research Pty LtdOwen Birrell - RBC Capital Markets, Research DivisionCharles Strong - Jarden Limited, Research DivisionWilliam Wilson - UBS Investment Bank, Research DivisionKeith Chau - MST Financial Services Pty Limited, Research Division Presentation Tania ArchibaldMD, CEO & Director Good morning, everyone, and thank you for joining us. I'm Tania Archibald, BlueScope's Managing Director and Chief Executive Officer. And with me today is David Fallu, our Chief Financial Officer. Together, we'll take you through our results materials before we take your questions. I'd like to begin by acknowledging the traditional custodians of the various lands on which we meet and work today and pay my respects to elders past and present. Before I go any further, I need to address the most important issue for our company. In November, a young contractor, Jack McGrath, tragically lost his life whilst working on the #6 blast furnace reline project at Port Kembla. The impact has been profound. A family lost someone they loved and the BlueScope community lost a colleague. I want to acknowledge how deeply this has affected everyone, our employees, our contractor partners and the local community.

The Safe Work New South Wales investigation into the incident is continuing, and we're cooperating fully. I won't comment further on the specifics. But what I will say is this, nothing matters more than the safety of