Johnson Matthey Plc (JMAT) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone. I'm Louise Curran, Head of Investor Relations at Johnson Matthey, and a very warm welcome this morning to our half-year results presentation. Thank you, everyone, for coming along to the Andaz today, and a welcome to those joining on the webcast as well. A little bit of admin before we start. If you could please turn your phones off or onto silent, and I'll point your attention to the cautionary statement. I'm very pleased today to welcome Liam Condon, Chief Executive Officer, and Richard Pyke, our CFO, In terms of agenda, we'll follow the usual format. Liam will run you through an overview. Richard will then take you through the financial results. And then Liam will cover our strategic progress in the half. And we'll, of course, leave plenty of time at the end for Q&A both in the room and then on the webcast. And with that, I'll hand over to Liam. Thanks a lot, Louise, and a big congratulations to you on your new role. And a big thanks also to your predecessor, Martin Dunwoody, who's done great work for us. A warm welcome to everybody here in the Andaz Hotel. I'm really happy there's so many people here so we can get some heat into the room because it was a very cold morning. And a warm welcome to everybody who's joining us online today. So I'm just going to hit some of the highlights of the half and then talk about some of the key priorities that we're working on that we're going to give you more color on throughout the presentation today. So first of all, I think that the standout was the underlying operating performance increasing by 38%. an 11% increase in clean air and a 33% increase in platinum group metals. So in the environment we're in I think a very strong overall performance and a good indication of the progress we're making here. ...