Select Harvests Limited (SHV) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning from me as well. And as Andrew said, welcome to the Select Harvest 2025 half-year results presentation. So my name is David Servo. I'm the Managing Director and CEO of Select Harvest. Joining me delivering this presentation is our Chief Financial Officer, Liam Nolan. Next slide, please. The 2025 full-year results presentation will be delivered by webcast on the link displayed as advised for 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 by the button on the screen. We'll progress you through the queue and you'll be given the opportunity to ask your question. In the event we have outstanding questions at the end of the allotted time, please contact Andrew Angus via the email on the screen and we'll deal with them subsequently. Next slide, please. This slide simply outlines the disclaimer and basis of preparation of the information contained in the presentation. Next slide again. And so in terms of the agenda, I'll start by providing a business update before handing over to Liam, who will discuss the financial results in detail. And then following Liam, I'll discuss strategy in the forward outlook before we both take questions. Next slide, please. And again. To set the scene on today's presentation, there are three observations we would make. The first is that over the last couple of years, we've consistently spoken about the Arm and Mac growth heading into positive space and this supporting price. We think this is now increasingly apparent to everyone and remains our forward prognosis. Secondly, the company's self-help activities delivered for our PMO are making a difference. type cost management, better farming practice, step c...