Rural Funds Group (RFF) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by and welcome to the Rural Funds Group FY26 Financial Results presentation. All participants are in a listen-only mode. There will be a presentation followed by a question and answer session. If you wish to ask a question and are joining by phone, you will need to press the star key followed by the number 1 on your telephone keypad. If you are watching the webcast online, please note you can submit a written question at any time by selecting the raised hand icon in the top right corner of your screen. I would now like to hand the conference over to James Powell, General Manager in Investor Relations, Corporate Affairs and... Good morning and welcome to the financial results presentation for the Rural Funds Group for the full year ended 30 June 2026. My name is James Powell, General Manager of Investor Relations and I'm joined today by David Bryant, Managing Director, Tim Sheridan, Chief Operating Officer and Daniel Yap, Chief Financial Officer. After the presentation we've allowed time to take questions from attendees via the methods outlined by the operator and we encourage our unit holders to participate. Firstly, a brief introduction. The following slide highlights RFS strategy to generate income and capital growth from developing and leasing agricultural assets, which will be a reoccurring theme in today's presentation. Also throughout the presentation, most metrics will be presented on a pro forma basis, adjusting for contracted asset sales announced in July. On this basis, the portfolio represents $1.8 billion of high quality agricultural assets that are mainly leased to a majority of corporate and institutional lessees. Looking at the other attributes of RFS, the fund provides investors with quarterly distributions generated from a dive...