Skellerup Holdings Limited (SKLMF) Q2 2026 Earnings Call Transcript

SA Transcripts158.32K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Skellerup Holdings Limited (SKLMF) Q2 2026 Earnings Call February 11, 2026 4:00 PM EST Company Participants Graham Leaming - Chief Executive OfficerTim Runnalls - Chief Financial Officer Conference Call Participants Guy Edward Hooper - Jarden Limited, Research DivisionRohan Koreman-Smit - Forsyth Barr Group Ltd., Research Division Presentation Graham LeamingChief Executive Officer All right. Good morning, everyone. Close enough to 10:00, so we'll get underway. Thanks for joining us for this presentation on Skellerup's First Half FY '26 Results. For those of you that don't know, I'm Graham Leaming, the CEO; and with me is Tim Runnalls, our CFO. As per normal, Tim and I will provide an overview of our business, and then we'll take questions at the conclusion of the presentation. Please do keep your microphone on mute until [Technical Difficulty] Okay. I think we're good again. We might have just temporarily moved into mute mode there. We'll move to Slide 2. And as reported earlier today, very pleased to report record revenue, operating earnings, net profit after-tax, and cash flow for the first half of FY '26. EBIT was up 16% on the pcp, which was also the prior record. And as the graph shows, over the past 7 years, we've achieved a compounded annual growth rate of 11%. NPAT was up 20% on the pcp, which again was the prior record. And as the graph shows, over the past 7 years, we've achieved a compound annual growth rate of 12%. Cash flow was also up 20% on pcp and a record first half result. Our record earnings and cash flow means we've again increased the interim dividend up to $0.10, up $0.01 per share, or 11% on the prior comparative period. At the close of the first half at December 31, 2025, net debt stood at $17.5 million. That's