ARB Corporation Limited (ARB) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, and gentlemen, and welcome to the ARB Corporation twenty twenty six Full Year Financial Results Presentation. My name is Orkin McCann, Chief Executive Officer at ARB, and joining me is Damon Page, ARB's Chief Financial Officer and Company Secretary. Today, Damon will take you through a financial update on the full year results, and I will present an update on ARB's domestic and international sales and general business operations. Some housekeeping before we commence. During the presentation, questions can be made through the chat box. At the top right hand corner of your screen, you'll see a q and a icon. By clicking this, it will open a chat box for you to enter your questions. At the conclusion of the presentation, Damon and I will answer as many questions as possible. Before I hand over to Damon, I'd like to frame up the year with four key messages. The 2026 financial year was played out against a challenging economic and geopolitical backdrop. Vehicle supply and to a lesser extent demand, soften new vehicle 4x4 sales in a number of countries, including here in Australia, which flow directly through to our sales. We remain bullish on the prospects for growth in the Australian aftermarket and later in the presentation I'll speak to increased investments in engineering that we're confident will drive higher revenues. Despite this, our profit was well protected and improved performance in the second half brought our margins back in line with FY 2025. And given the headwinds and foreign exchange challenges, we believe this is a very resilient result. Underpinning all of this is the strength of the ARB brand and the quality of our products. This is reflected in strong gross profits, higher accessory attachment rates and higher revenue per fitment on key v...