Noumi Limited (NOUMF) Q2 2026 Earnings Call Transcript

SA Transcripts158.57K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Noumi Limited (NOUMF) Q2 2026 Earnings Call February 23, 2026 6:00 PM EST Company Participants Michael Perich - CEO & MDPeter Myers - Chief Financial Officer Conference Call Participants Garth Francis - MST Financial Services Pty Limited, Research DivisionJonathan Snape - Bell Potter Securities Limited, Research Division Presentation Michael PerichCEO & MD Good morning, and welcome to the presentation of the results for Noumi Limited for the first half of financial year 2026. I'm Michael Perich, Group CEO, and today, I'm joined by Group CFO, Pete Myers. It's a pleasure to be with you today, and thank you all for joining the call. We've uploaded the relevant information and material to the ASX, and you can navigate to the slides as you choose or follow on screen. Questions can be submitted at any time. [Operator Instructions]. I'll focus on the overview of the results and discuss the key elements of the progress of the company during the year. This will be followed by our strategy for the upcoming period. Pete will follow with the financial performance for the half. After Pete, I will make some closing remarks with time for Q&A at the end. Today we will share with some clear consistent messages and our strategy is clear. We are focused on consistent execution of our strategy and our execution is reflected in our results. I am proud of the progress we are making as we execute our plans, but there is more to do. Strategy turns to growth. Strong EBITDA growth as well as investing for the future. The plant-based milk segments, led by MILKLAB delivered another record sales result, reflecting the success of our key initiatives and the strength of the diversified channel mix. At the same time, our Dairy & Nutritional segment has continued to consolidate its 4-year turnaround and is now delivering more consistent operating results.