PLS Group Limited (PLS) Q4 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.353 I would now like to hand the conference over to your speaker today. 00:00:29.538 -- 00:00:32.181 Bill Henderson, Managing Director and CEO. 00:00:32.181 -- 00:00:34.963 Sir, please go ahead. 00:00:34.963 -- 00:00:39.127 Thank you, Michelle. Good morning and good evening, and thank you all for joining us 00:00:39.127 -- 00:00:44.673 today. I'll begin by acknowledging the traditional owners on the lands on which PLS operates, 00:00:44.673 -- 00:00:49.778 the Wachuk people of the Nomad Nation in Perth, and the Nyamal and Garriara peoples 00:00:49.778 -- 00:00:54.837 in the Pilbara. We pay our respects to elders passed in prison, I'm joined 00:00:54.837 -- 00:00:59.841 today by Alex Wilcox, our Chief Financial Officer, and Sandra McInnes, our 00:00:59.841 -- 00:01:03.362 Chief People and Sustainability Officer. 00:01:03.604 -- 00:01:08.687 FY26 was a record year for PLS and a strong demonstration of our 00:01:08.687 -- 00:01:14.331 through-the-cycle strategy and action. Today, we will take you through the operational, 00:01:14.331 -- 00:01:19.375 financial and sustainability performance for the year, our strategic progress 00:01:19.375 -- 00:01:23.720 and the outlook for PLS before we open the line for questions. 00:01:23.720 -- 00:01:26.583 Turning now to slide 2. 00:01:26.583 -- 00:01:31.808 At Pilkingora, we delivered record production and sales, both up 17% 00:01:31.808 -- 00:01:36.873 on the prior year and we achieved our FY26 guidance and we lifted this 00:01:36.873 -- 00:01:40.775 year to a new record of 76.5%. 00:01:41.678 -- 00:01:46.505 As market conditions strengthened, we were also able to respond quickly. 00:01:46.505 -- 00:01:50.790 Approving and preparing for the restart of the Nagaju facility 00:01:50.790 -- 00:01:56.07...