ARB Corporation Limited (ARB) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, ladies and gentlemen, and welcome to the ARB Corporation 2026 Half-Year Financial Results presentation. To all of those online, thank you for taking the time to join us this morning. My name is Lachlan McCann, Chief Executive Officer at ARB, and joining me today to present is Damon Page, ARB's Chief Financial Officer and Company Secretary. Today, Damon will take you through the financial update of the half-year results, and I'll present an update to the company sales and operations. During the presentation, questions can be made through the chat box. At the top right-hand corner of your screen, you'll see a blue circle with a hand icon. By clicking this, it will open a chat box for you to enter your questions. At the conclusion of today's presentation, Damon and I will answer these questions. I'll now hand over to Damon who'll take you through a financial update. Yes. Thanks Lachlan and good morning everybody. Thank you for joining us as we present ARB's results for the six months ended 31 December 2025 or the first half of the financial year ending 30 June 2026. This presentation follows the company's market update released to the ASX on 20 January 2026. The final report released to the ASX this morning and forming the basis of this presentation is consistent with that market update release dated 20 January 2026. If we move to slide three, we see an outline of the company's sales revenue, profit before tax and profit after tax. To the left of the slide, ARB sales declined 1% in the first half of the 2026 financial year, generating total sales revenue of $358 million. The sales environment in the past six months was challenging with the sale of new vehicles declining globally and consumer sentiment constraints. Sales into the US were the standout contri...