Remgro Ltd Ord (RMGOF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everybody. Thank you for joining us this morning and welcome to our final results presentation for the year ended 30 June 2025. Today, the team and I will unpack our financial performance for this past financial year and as become our set format, we will delve into some detail on the performance of our key portfolio companies that contribute meaningful to our overall performance. With that in mind, the outline of today's presentation will be as follows. First, myself and then Carl Forster will give an overview of the salient features of our results for the year, including a high-level recap of our key strategic priorities, which remains consistent with those that we communicated at our recent Capital Markets Day, and a sense of our progress against these. Secondly, our CFO, Neville Williams, will then unpack in more detail our results for the period, And then thirdly, as mentioned, we will then be giving an update on some of our key investments, including MediClinic, CIVH, Heineken Beverages and RCL Foods. The CFO of MediClinic, Jurgens Meiberg, will speak to MediClinic's results. Thereafter, and for the very first time, the CEO of Massive, M. Dietlof Maria, will do the same for CIVH. And then just after that, the Managing Director and Finance Director of Heineken Beverages, Jordi Barut. Incidentally, he's no relation to Jordi Barrett, the All Black Centre, no relations there as he's Spanish. And then Lucas Verwey will do the same for Heineken Beverages. And then finally, the CEO of RCL Foods, Paul Krushenk, will provide highlights of the results they reported on the 1st of this month. I will then close off the presentation by looking at our areas of focus going forward before opening the floor for questions right at the end. If we move on to the perfor...