Sims Limited (SMSMY) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Today's presentation has been lodged with the ASX along with the results released. It may contain forward-looking statements, including statements about financial conditions, results of operations, earnings outlook, and prospects for SIMS Limited. These forward-looking statements are subject to assumptions and uncertainties. Actual results may differ materially from those experienced or implied by these forward-looking statements. Those risk factors can also be found on the company's website, www.simsltd.com As a reminder, Sims Limited is domiciled in Australia and all references to currency are in Australian dollars unless otherwise noted. I would now like to hand the conference over to Stephen Mikkelsen, Group CEO and Managing Director of Sims Limited. Please go ahead. Thank you and good morning from Sydney. Presenting with me today is Warrick Ranson, our CFO. Rob Thompson, our global president for the metal business, is also in the room, and I'm sure we will hear from Rob during the Q&A session. We will follow our normal run-through with me providing an initial overview of the results and market conditions. Warrick will take us through the numbers in more detail, and then I will return to talk about our strategic position and outlook. That should leave us plenty of time for questions. I will turn straight to slide five, which looks at our strategy and strategic priorities. The fundamentals of our strategy have not changed to repurpose and recycle. We have, however, updated the left-hand part of the slide to reflect the significant growth in importance of SLS to our overall business. A couple of examples. Under customers, we now specifically call out deepened hyperscale partnerships. and under the heading of innovative and agile, we now include the importance of R&...