Ansell Limited (ANN) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

thank you and good morning all it's a pleasure to be back in melbourne today and in a position to comment on a successful fiscal year 25 and give you a look ahead head to fiscal 26. let me start with the contents page on page three this both gives you an overview of what we will cover today the team who'll present will introduce in a moment but also your key takeaways that i hope you gain from this presentation With regards to our performance overview that I will cover, we've seen successful delivery against all the FY25 performance objectives we set out, including EPS of $1.26 at the upper end of our guidance range. I'll then give a bit more color to the drivers behind that result, including the performance of our recently acquired KBU business and our successful integration of that business. I'm joined by Deanna Johnston, who's our CIO, who successfully led the KBU integration, but she is here, in fact, to talk about the next phase of our Accelerated Productivity Investment Program, APEC, that phase being the rollout of a modern ERP system across Ansell. And then Brian Montgomery will join us. Brian is our new Chief Financial Officer, four months now with Ansell. and he'll give you more colour on the strong financial results and also talk to our on-market share buyback, which we have announced with this result. And then finally, I'll look ahead to fiscal year 26, our strategy to adapt to higher tariffs, and our EPS guidance range, which you can see we have announced in the $1.33 to $1.45 range. So let's proceed with the performance overview. And this slide shows the similar format to the one we've had over the last few reporting periods. On the left-hand side are the goals that we set out at the beginning of the year, and down the middle you can see those green che...