Elders Limited (ELD) Q4 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Elders Limited.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.250 -- 00:00:05.478 Thank you very much and welcome to all for the Elders' full year results presentation 00:00:05.478 -- 00:00:10.045 for the FY25 financial year. Thank you for joining Paul and myself for the session today. 00:00:10.045 -- 00:00:15.072 As an overview, the full year results today are solid on a year-to-year basis 00:00:15.072 -- 00:00:20.140 with EBIT up 12%, transformational projects on track, positive progress 00:00:20.140 -- 00:00:23.565 on leverage and strong cash generation. 00:00:23.565 -- 00:00:28.600 Throughout the year, Elders demonstrated solid operational and financial resilience 00:00:28.600 -- 00:00:31.643 in the face of mixed seasonal conditions. 00:00:31.643 -- 00:00:37.128 Our diversified portfolio through its national geographic footprint and multi-product 00:00:37.128 -- 00:00:42.893 and service offering played a key role in mitigating the dry conditions across 00:00:42.893 -- 00:00:47.998 key agricultural regions and the increased competitive activity in our retail 00:00:47.998 -- 00:00:49.998 business. 00:00:50.340 -- 00:00:55.364 Stronger activity in livestock and real estate and high financial discipline also supported 00:00:55.364 -- 00:00:57.642 the solid result. 00:00:57.642 -- 00:01:02.249 On the transformational project front, we've also made good progress on wave two of our 00:01:02.249 -- 00:01:07.097 SISMOD project with all states rolled out and bedded down by the end of this calendar 00:01:07.097 -- 00:01:09.097 year. 00:01:09.280 -- 00:01:13.788 We are also well-progressed in the final components of this project with wave three and 00:01:13.788 -- 00:01:20.115 the completion phase, wave four, advancing in full on time. 00:01:20.812 -- 00:01:26.361 Focusing now on the areas out of our control, the FY25 s...