Remgro Ltd Ord (RMGOF) Q4 2026 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 2026. Today's presentation follows a structure set out on the screen. I will start with a performance overview, focusing on the key financial and operational features of the year, as well as the strategic progress made in simplifying and strengthening the portfolio. Carel Vosloo will then take you through the delivery against some of our other strategic priorities, and Neville Williams will follow with the summarized results for the year. We will then spend some time on the major NBST company updates, Juergens Meiberg, the CFO, will cover MediClinic and the meaningful progress made on the restructure. Ronnie van der Merwe, the CA of Mediclinic is not with us today and will be retiring in mid-2027 post the conclusion of the operational separation of Mediclinic. We as Remgra are very grateful to Ronnie for his contribution over the years. It is also my privilege to announce that somebody of Jurgen's caliber will take responsibility for Remgra's healthcare exposure post the implementation of that restructuring in 2027. He will assume the role of CA of Remgrove Healthcare Holdings. Then, the CA of Heineken Beverage, Jordy Barrow Bort and CFO Radwan Sokorski will cover Heineken Beverages with some very pleasing momentum building in that portfolio. After that, the CA of RCL, Paul Kruschenk, will speak to the RCL food results. And finally, Ditlof Maria will unpack CIVH and the opportunities created by the completion of the massive transactions with Vodacom and Herotel. I will then close with a few comments on the outlook and our areas of focus going forward before we open the floor for questions. This morning I am very pleased to present a v...