CSL Limited (CMXHF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone. Thank you for joining CSL's results presentation for the first half of the 2026 financial year. I'm Mark Dearing, CSL's Head of Investor Relations. Please note, this briefing is being webcast. We've a lot to get through today, but as usual, I'd like to draw your attention to the important disclaimer on your screen. A copy of this, along with our other ASX materials, have been published on the CSL and the ASX websites. You will also have seen an announcement we made to the ASX yesterday relating to the appointment of Gordon Naylor as interim chief executive officer and managing director. We'll hear from Gordon shortly, but before we do, I'd like to introduce our other speakers today. With me here in Melbourne is Ken Lim. Ken has been our CFO since October last year. Prior to that, he was our chief strategy officer and has previously led our Securus business unit. Also here is Chief Commercial Officer Andy Schmelz. Andy joined CSL in 2023 as Executive Vice President, CSL Bearing, and last year his role was expanded to include CSL V4. And finally, we have Dave Ross, General Manager and Senior Vice President of CSL Securus since 2024. And prior to that, he was the Head of Commercial Operations in North America since 2017. I'll now hand you over to Gordon for some comments before we get into the detail of the results. Thanks Mark and good morning everyone. My name's Gordon Naylor and following the announcements yesterday, I'm CSL's interim CEO. My main job is to run the business, giving the board the space to find and appoint a suitable successor. I'll briefly cover my background, but in that respect, I will work to be an experienced set of hands for about a year. Interim does not mean that I'll be taking a back seat. With the support of the board,...