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Virgin Australia Holdings Pty Limited (VBHLF) Q2 2026 Earnings Call Transcript

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Virgin Australia reported its HY 2026 financial results on February 26, 2026, with CEO David Emerson emphasizing the airline’s ambition to remain Australia’s most loved carrier through four strategic pillars. The earnings call highlighted continued financial strengthening, though specific figures weren’t detailed in the transcript excerpt, with CFO Race Strauss and other executives present to address analyst questions. Key focus areas included operational resilience and customer loyalty, with Nick Rohrlach, CEO of Velocity Frequent Flyer, likely addressing program performance and growth strategies during the session. Analysts from major firms like UBS, Goldman Sachs, and Citigroup participated, signaling strong institutional interest in Virgin Australia’s recovery and competitive positioning in the post-pandemic market. The call underscored long-term strategic consistency, with Emerson reiterating goals first presented in August, suggesting stability in leadership vision despite evolving industry challenges.
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SA Transcripts158.67K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Virgin Australia Holdings Pty Limited (VBHLF) Q2 2026 Earnings Call February 26, 2026 6:30 PM EST Company Participants David Emerson - CEO, MD & DirectorRace Strauss - Chief Financial OfficerPaul Jones - Chief Commercial OfficerNick Rohrlach - Chief Executive Officer of Velocity Frequent Flyer & Group Executive – VARA Conference Call Participants Andre Fromyhr - UBS Investment Bank, Research DivisionMatthew Ryan - Barrenjoey Markets Pty Limited, Research DivisionJakob Cakarnis - Jarden Australia Pty Limited, Research DivisionJustin Barratt - CLSA Limited, Research DivisionCameron McDonald - E&P, Research DivisionScott Ryall - Rimor Equity Research Pty LtdNiraj-Samip Shah - Goldman Sachs Group, Inc., Research DivisionSamuel Seow - Citigroup Inc.

Exchange Research Presentation Operator Thank you for standing by, and welcome to the Virgin Australia HY '26 Results Market Briefing. [Operator Instructions] I would now like to hand the conference over to Mr. Dave Emerson, Chief Executive Officer and Managing Director. David EmersonCEO, MD & Director Good morning, everyone, and thanks for joining us for Virgin Australia's results for the first half of FY '26. Joining me today for our presentation is Race Strauss, our CFO, and we also have other members of the ELT in the room to answer your questions. I'd like to begin by acknowledging the traditional owners of the land on which we live, work and fly and pay my respects to elders, past and present. I'd also like to extend acknowledgment and respects to any aboriginal and/or Torres Strait Islanders people joining today's call. Moving to Slide 4 and our ambition. I presented this slide in August, and it's important to reinforce that our ambition remains clear to be Australia's most loved airline by our people, our guests and our owners. We believe our first half results demonstrate we've continued to strengthen the 4 strategic pillars that underpin the delivery

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