CONDUIT HOLDINGS LIMITED (CRE) — Interim financial results for the six months ended 30 June 2026

Investor webinar replay

Replay transcript excerpt

Good afternoon, ladies and gentlemen. Welcome to the CONDUIT HOLDINGS LIMITED investor presentation. Throughout this recorded presentation, investors will be in listen only mode. Questions are encouraged. They can be submitted at any time via the q and a tab that's just situated on the right hand corner of your screen. Please just simply type in your questions and press send. The company may not be in a position to answer every question received during the meeting itself. However, the company can review all questions submitted today, and we'll capture responses where it's appropriate to do so. Before we begin, we would just like to submit the following poll. I'd now like to hand you over to the team from CONDUIT HOLDINGS. Good afternoon. Good day, everyone, and welcome to CONDUIT's twenty twenty six interim results conference call. Thank you for joining us. On the call are Neil Eckert, Chief Executive Officer Elaine Whelan, Chief Financial Officer and Steven Posselwhite, Chief Underwriting Officer. Please note our disclaimer language on Slide two. I will now turn the call over to our CEO, Neil Eckert. Thanks, Brett, and welcome, everyone. Today's presentation will cover our business performance for the first half of twenty twenty six as well as an update on market conditions and the outlook. Steve will cover performance in each of our segments and Elaine will provide some additional detail on our financial and investment highlights for the period before closing remarks and time for questions. I'm pleased to report a solid first half performance for 2026. We generated comprehensive income of $80,300,000 and a return on equity of 7.8 while growing tangible net assets per share by 8.4% during the first half and 23.2% over the past year. These are strong levels of shareh...