HomeCo Daily Needs REIT (HDNRF) Q2 2026 Earnings Call Transcript

SA Transcripts158.28K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call HomeCo Daily Needs REIT (HDNRF) Q2 2026 Earnings Call February 10, 2026 5:00 PM EST Company Participants Sid Sharma - CEO, COO & DirectorPaul Doherty - Fund Portfolio Manager Conference Call Participants Andrew Dodds - Jefferies LLC, Research DivisionAdam West - JPMorgan Chase & Co, Research DivisionBenjamin Brayshaw - Barrenjoey Markets Pty Limited, Research DivisionTom Bodor - Jarden Limited, Research DivisionSolomon Zhang - UBS Investment Bank, Research DivisionSimon Chan - Morgan Stanley, Research DivisionDavid Pobucky - Macquarie Research Presentation Operator Thank you for standing by, and welcome to the HomeCo Daily Needs REIT FY '26 Half Year Results Briefing. [Operator Instructions] I would now like to hand the conference over to Mr. Sid Sharma, HMC Capital Managing Director, Real Estate, and HDN CEO. Please go ahead. Sid SharmaCEO, COO & Director Thank you, and good morning, everyone. Thanks for making time to attend today's call on what's a very busy reporting day. Joining me on the call is HDN Fund Manager, Paul Doherty; and for the first time, joining us is the new Real Estate CFO for HMC, Phil Dooley, who has extensive experience in real estate across Scentre Group and Woolworths Properties. So welcome, Phil. Before we commence today's presentation, we want to acknowledge the traditional custodians of country throughout Australia. We celebrate their diverse culture and connections to land, sea, and community. And we pay our respect to elders past, present, and emerging, and we extend that respect to all Aboriginal and Torres Strait Islander people today. We'll begin on Slide 5. So for those that have followed our story for the past half a decade and followed convenience retail for the past couple of decades, I've probably been waiting 15 years to say this, but happily, HomeCo Daily Needs REIT now plays in the hottest subsector in retail