Brambles Limited (BXB) Q4 2026 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.111 -- 00:00:03.774 Good morning everyone and welcome to Bramble's full year results presentation for the 00:00:03.774 -- 00:00:06.456 2026 financial year. 00:00:06.456 -- 00:00:11.460 I'll start with an overview of our FY26 performance, including financial highlights 00:00:11.460 -- 00:00:16.504 and our key areas of focus this year. I'll then cover the operating environment 00:00:16.504 -- 00:00:20.607 and our response to the repair capacity constraints that emerged in our US business during 00:00:20.607 -- 00:00:22.846 the fourth quarter. 00:00:22.846 -- 00:00:28.129 I'll also provide an update on Brambles of the Future and Serialisation Plus before handing 00:00:28.129 -- 00:00:32.750 over to Joaquin for a more detailed view of our financial performance. 00:00:33.791 -- 00:00:37.872 Let's start with a review of the highlights for FY26. 00:00:37.873 -- 00:00:42.636 We delivered a resilient financial result while advancing the customer, operational and 00:00:42.636 -- 00:00:48.518 sustainability initiatives that strengthen our long-term competitive advantage. 00:00:48.752 -- 00:00:53.953 For the full year, revenue increased 2%, reflecting strong new business growth across 00:00:53.953 -- 00:00:57.093 the group and price realisation. 00:00:57.254 -- 00:01:02.315 These increases more than offset lower like-for-like volumes from softer consumer demand 00:01:02.315 -- 00:01:04.755 in most regions. 00:01:05.575 -- 00:01:10.576 Underlying profit increased 4%, including a US$90 million adverse 00:01:10.576 -- 00:01:15.137 impact associated with US repair capacity constraints. 00:01:15.258 -- 00:01:20.862 Excluding the US repair capacity impact, underlying profit increased 11%, 00:01:20.862 -- 00:01:26.007 with price realisation, cost management initiatives ...