Metcash Limited (MTS) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day and thank you for standing by. Welcome to Medcash 2026 Full Year Results Briefing. At this time, all participants are in the listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you need to press Start 1&1 on your telephone. Please be advised that today's conference is being recorded. I would now like to turn the call over to your first speaker today, Mr. Doug Jones, Group CEO. Thank you. Please go ahead. Thank you, operator, and good morning, everybody. Welcome to the Medcash Limited FY26 full-year results presentation. As the operator said, my name is Doug Jones, Group CEO, and I'm joined this morning in Sydney by Deepa Sita, Group CFO, Grant Ramage, Food CEO, Kylie Walbridge, Liquor CEO, Scott Marshall, CEO of the Total Tools and Hardware Group, and for the first time, Daniel Jenkinson, Chief Growth Officer, as well as Steve Ash, EGM Investor Relations. Given we issued results pre-release in early May on the 11th, and given the final results are in line with those, I'm going to start today with the strategy update before I get to the results detail. Before I begin, though, I'd like to acknowledge the traditional custodians of the land on which we're meeting today. We're in Wala medical country, and I pay my respects to elders across country, past, present, and emerging. I want to start with our investment thesis and a couple of comments there. If you step back, the investment case rests on a few simple points. Firstly, we operate in large, growing, essential markets. We hold leading positions in supplying independent and non-chain food, liquor, and hardware businesses. We have unmatched supply chain and logistics capability and flexibility, and we sit in the middle of the va...