Andy Liu
CFO
Replay available
Synlait Milk Limited (SM1) Q4 2026 Earnings Call
Synlait Milk Limited (ASX: SM1) Q4 2026 earnings conference call, held 2026-09-27. Replay captured from the company's public earnings webcast.
Investor webinar replay
Meeting Overview The SINLE FY26 results call discussed the financial performance and operational recovery of the company during a challenging fiscal year. Key leaders presented insights into the company's recovery roadmap, operational improvements, and future strategies to ensure continued growth. Key Discussion Points - Acknowledgment of a difficult financial year for SINLE. - Overview of operational recovery in the second half of FY26. - Discussion of the significant EBITDA loss in the first half and improvements in the second half. - Presentation of a three-horizon recovery roadmap: stabilize, simplify, and scale. - Operational improvements in manufacturing and quality control. - Financial performance metrics, including revenue growth and net loss figures. - Insights into the impact of costs, pricing, and product mix on overall performance. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Continue to monitor operational performance and i...
Latest press releases
- NZX:SML — Synlait Milk : Half Yearly Report and Accounts · Thu, Mar 31, 2022
- NZX:SML — Synlait Milk : AGM Presentation - 30 November 2021 · Tue, Nov 30, 2021
Companies on this event
Featured Presenters
Marcus Turley
Analyst at UBS
Leon Fung
Acting CEO
George Adams
Chair of Synley
Nick Marr
Analyst at Macquarie
Stephen Ridgewell
Analyst at Craig's Investment Partners
Replay transcript excerpt
Speaker 1: Good day everyone. My name is Ronnie and I will be your conference operator today. At this time I would like to welcome you to the SINLE FY26 Speaker 1: results call. Speaker 1: All lines have been placed on mute to prevent any background noise. Speaker 1: After the speaker's remarks there will be a question and answer session. If you would like to ask a question during this time and if you have joined via the webinar, please use the raise hand icon which can be found at the bottom of your webinar application. Speaker 1: This time I would like to turn the call over to George Adams, SINLEI Chair. Speaker 2: Thank you. Good morning everyone. I am George Adams, Chair of SINLE, and it's my pleasure to welcome you to our FY26 Speaker 2: full-year results conference call. Speaker 2: Joining me on the call is our acting CEO, Leon Fung, and our CFO, Andy Liu. They will take you through the results in detail shortly. Speaker 2: 1st, I want to acknowledge that financially, this has been another difficult year for Sunlea, and I appreciate that for our shareholders, Speaker 2: That is challenging news to hear. Speaker 2: However, we have delivered a major operational recovery in the 2nd 0.5. Speaker 2: And just like the repairs to the company's liquidity, milk supply and balance sheet over previous years, Speaker 2: this is critical to our future. Speaker 2: SINLE is now stronger and more focused than before Speaker 2: and well positioned to progress for recovery. Speaker 2: That is real progress and I want to thank SINLE's team for delivering that, including Hendrik and Ruben, who you can see on the front of our investor presentation and annual report. There have been many long hours of work and the board and I are grateful for that. Speaker 2: I'll now hand you over...