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Cleanaway Waste Management Limited (TSPCF) Discusses BluePrint 2030 2.0 Strategy and Next Phase of Value Creation Transcript

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Cleanaway’s CEO Mark Schubert unveiled Blueprint 2030 2.0, a revised long-term strategy aimed at boosting cash flow, shareholder returns, and operational efficiency during an April 2026 investor briefing in Australia. The updated plan emphasizes sustainable waste management solutions, leveraging technology and infrastructure to drive profitability while aligning with environmental goals and regulatory demands. Executive leaders presented case studies highlighting operational improvements, cost reductions, and revenue growth opportunities across solid waste services and resource recovery sectors. Financial projections underscore stronger returns through optimized asset utilization, strategic partnerships, and expanded service offerings in high-growth markets like circular economy initiatives. Analysts from JPMorgan, Jefferies, and Barrenjoey attended, signaling strong market interest in Cleanaway’s shift toward value creation and long-term resilience in the waste management industry.
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Cleanaway Waste Management Limited (TSPCF) Discusses BluePrint 2030 2.0 Strategy and Next Phase of Value Creation Transcript

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SA Transcripts159.37K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Cleanaway Waste Management Limited (TSPCF) Discusses BluePrint 2030 2.0 Strategy and Next Phase of Value Creation April 20, 2026 7:30 PM EDT Company Participants Mark Schubert - CEO, MD & DirectorTracey Boyes - Executive General Manager of Solid Waste ServicesAlex SmithDean ReynoldsHugh CottonCiara DoranMike CharlesPaul Binfield - Chief Financial OfficerFrank LintveltRichard Farrell Conference Call Participants Lee Power - JPMorgan Chase & Co, Research DivisionJakob Cakarnis - Jarden Australia Pty Limited, Research DivisionAmit Kanwatia - Jefferies LLC, Research DivisionMatthew Ryan - Barrenjoey Markets Pty Limited, Research DivisionCameron McDonald - E&P, Research DivisionNathan Lead - Morgans Financial Limited, Research DivisionHamish Murray Presentation Mark SchubertCEO, MD & Director Okay. All right. Well, good morning, everyone, and welcome to Cleanaway's Blueprint 2030 2.0 Strategy Briefing. A big thank you for joining us and thanks especially to those who have traveled to get here this morning. Today's agenda is on the slide. I'm going to do some general housekeeping before we begin the main presentation. It's really quite simple. The staff know that we're in this room. If there's an emergency, they're going to come in here, and we're going to follow what they say. So please do follow their instructions if something should happen. All right. So here we go. Today is about the next phase of the strategy and importantly, why we believe it positions Cleanaway to deliver strong cash flow, improving returns and strengthening shareholder outcomes over time. You can see on the screen there, I'm joined by members of the executive team and senior leaders from across our business. You can see the names and faces on the screen. I've asked each of them to introduce themselves as they start each of the case studies. So you're going to get a real opportunity this morning to hear from the executives

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