WHSP Holdings Limited (WSOUF) Q2 2026 Earnings Call Transcript

SA Transcripts159.12K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call WHSP Holdings Limited (WSOUF) Q2 2026 Earnings Call March 25, 2026 8:01 PM EDT Company Participants Courtney Howe - Head of Corporate Affairs & Investor RelationsTodd Barlow - Chief Executive OfficerDavid Grbin - CFO, Company Secretary & Executive Director Conference Call Participants Steven Sassine - Morgans Financial Limited, Research Division Presentation Courtney HoweHead of Corporate Affairs & Investor Relations Good morning, and welcome to the Soul Patts' financial results presentation for the first half of financial year 2026, being the 6-month period ending 31 January 2026. My name is Courtney Howe, I'm responsible for Corporate Affairs and Investor Relations at Soul Patts, and I'm pleased to introduce our presenters for today. Todd Barlow, Managing Director and CEO, will address performance highlights; and David Grbin, our Chief Financial Officer, will cover group financial results before handing back to Todd, who will step through portfolio performance. Todd will round out the presentation with a look at the core principles behind our capital allocation process as well as the current priorities. We will respond to questions at the end, starting with analyst questions on the line. As usual, there is the option for written questions to be submitted at any point during the webcast, and you will see a question box on the right-hand side of your screens. Please provide your name when you submit your question. Over to you, Todd. Todd BarlowChief Executive Officer Thank you, Courtney, and welcome to everybody joining us today. Soul Patts is a diversified investment house with a unique position in the Australian market. Our total portfolio is now valued at $13.8 billion. We operate as one portfolio that houses multiple asset classes. We have generated strong risk-adjusted returns through a disciplined approach for many years. The 6-month period ended 31 January 2026 was a continuation of this track record, and we are