Select Harvests Limited (SHV) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Morning everyone and welcome to the Select Harvest half year 2026 result. My name is Andrew Angus and I look after investor relations for the company. Joining me today is Select Harvest Manager Director and CEO David Zervaia and Select Harvest CFO Liam Nolan. David, over to you. Good morning and welcome to our first half 2026 results presentation. I'm David Surveyor, the Chief Executive Officer and Managing Director of Select Harvests and I'm joined today by Liam Nolan, our City Authority. The first half 2026 results presentation will be delivered by a quick cast on the link displayed as advised to the ASX. After Liam and I have delivered the presentation, there will be time for questions before we commence our investor roadshow. To ask a question, simply raise your hand via the button on your screen. We'll progress you through the queue and you will be given the opportunity to ask your question. In the event that we have questions outstanding at the end of the allotted time, please contact Andrew Angus via the email on the screen and we'll deal with them subsequently. This next slide simply outlines the disclaimer and basis of preparation of the information contained in this presentation. Next slide. In terms of the agenda, I'll start with a business update before handing over to Liam who will discuss the financial results in detail. Following Liam, I'll close on strategy, transformation and the key takeaways before we try to take questions. Next slide. One more. So let's start with the results. Profit is increasing. Over the last three full-year results cycles, Select Harvests has delivered a significant turnaround in profit performance. With a first-half 2026 NPAT of $26.6 million, and more importantly, an underlying NPAT of $29.1 million, this is a 33% increase i...