EROAD Limited (ERD) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, guys. My name's John Scott. I'm the executive chair of eRoad. Welcome you to the eRoad financial results for the financial year 2026. With me, I have Ciara, our CFO, and Ryan, our chief transformation officer. So, we'll get into it. So, today we've got about 30 minutes of us talking and hopefully 15 minutes of you guys asking questions, and we'll try and get you back to your day in about 45 minutes. In a slightly unusual term, we'll start a financial report with an overview of all of the strategy. The reason we're doing this is because of just how much of this has actually hit our financials and it's important for you to understand. So I took over or joined the company in March and I took over as executive chair in October. Over the eight months, I've got to meet a lot of our customers and realise what just a wonderful little business we have here. We have unbelievable product markets. This in New Zealand, a really, really easy to understand value proposition. But the thing I've learned most of all is you have to talk about our business by country because the dynamics are completely different. You'll see there across the top, the revenue's been stable. We've undertaken a whole bunch of initiatives to get back to basics and I'll talk to them. We're clearly focused on that Australia, New Zealand region. We have this Back to Basics or customer-focused program around just restoring our key metrics. And there is a headline which a lot of people joined during the year for eROAD, which is the eRAC opportunity. And we just wanted to sort of signal that it's a significant opportunity but represents less than 5% of our objects. This is a new slide for us. It'll be the first time many of you have seen that. And it's in line with the narrative that each country is ...