BHP Group Limited (BHP) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to today's presentation of BHP's results for the 2026 financial year. My name is Brandon Craig, and I'm joined by our Chief Financial Officer, Bandita Pant. As Chief Executive Officer, it is a pleasure for me to host this call with all of you this morning. But let me begin by saying that BHP is in great shape. Mike has left us a strong platform with a Tier one portfolio, an operating system that continues to improve, and a balance sheet that allows us to invest through the cycle. I intend to build on this strong foundation by adding even greater pace, improving our operational practices, and focusing on our customers and markets. Today, we have great momentum, which you will see in our operational and financial results. The opportunity now is to accelerate performance, to lift safety, productivity, and growth to the next level while maintaining the discipline that has served shareholders well over many years. That is the agenda I am focused on as Chief Executive Officer, accelerating performance, delivering programmatic growth, and strengthening our foundations for the future. But none of that matters if our people don't go home safely. So let me start with that. Only a few weeks ago, a colleague of ours working for a contracting partner never made it home. His loss is deeply felt across BHP, the mining community in the Bowen Basin, and in particular, at Peak Downs Mine. Our thoughts are with his loved ones. As a leader, this is deeply personal. And speaking for BHP, we are committed to learning from this and improving safety further. Our teams are working through the investigation, and leaders across our global operations are reverifying our critical controls for higher risk activities. We have made significant progress over recent years, strengthening our s...