Ppc Ltd (PPCMF) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

to present our FY26 results, marking the completion of the first two years of our Awaken the Giant turnaround strategy. Two years of progress and consistent execution, translated into strong financial results. Two years of exceptional performance and value creation. I would like to extend a warm welcome to our shareholders, investors, board members, employees, members of the media, and other stakeholders joining us today. Your support and confidence in PPC are critical as we advance to the next phase of our journey with enthusiasm and ambition. Brenda Berlin, our CFO and I will take you through the FY26 financial results. The key highlights of the year and the progress we have made in executing our strategy. After that, we will open the floor for questions. Please remember that you can submit the question throughout the presentation. It has been over two and a half years since I took over as CEO of PPC. At the time, PPC share price was 2.6 rand, and nobody believed that an improvement in PPC was possible unless there was a significant turn in the construction sector in South Africa. At the time, almost everyone, investors, analysts, and even within PPC team, believed that PPC internally was doing perfectly well and that all the problems were caused by only external factors. I still remember the beginning of my first roadshow when an analyst asked me, What I was going to do? Because previous management team was leaving the company in an outstanding condition. Or an investor telling me that I was telling them the same old story that they had heard many times before. It has been two and a half years of deep personal commitment to rebuild PBC. It has been a very demanding personal journey for all of us, but undeniably a successful one. Today, PPC has a position of streng...