Severn Trent Plc (SVT) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to the 7Trend results presentation half year Q&A session. We've got myself, Helen and the entire senior team here and of course the new chief exec of 7Trend, James Jessick is also with us and obviously this is my final results presentation so we'll be trying to get lots of questions on the business topics and on the results. We're pleased with our performance over the last six months and we look forward to taking questions on them. So Sarah, over to you first. A good morning. Oh, well, we knew the day would come, Liv. To simply say thank you feels way too small given everything you've done. But until I think of something better, I'll just leave it with thank you. James, a much deserving successor. Super thrilled, super excited for you, for the team and for everything that lies ahead. But I guess it is on with the show. So a couple of questions from me, please, on the results today. Firstly, on that ODI guidance upgrade, I mean, you could have waited until deeper into winter to upgrade, but you didn't. Wondering what gives you conviction to upgrade that guidance today? Then a cheeky half question, please, on the AMP8 total ODI guide. Do we get to increase that by 15 million pounds today too? I suspect the answer is no on that. And then the final one, please, and while we're on the outperformance topic, but parking ODIs, wondering what other tools are in the 7Trent toolkit that can contribute to sustained strong total outperformance in the next few years, and I promise I'm not asking numbers, just more initiatives and areas of opportunity. Thank you. Brilliant. Okie dokie then. So first of all, thank you very much. There are 11,700 renters that wear their socks off every day to land that performance and they will be really pleased that we've st...