The A2 Milk Company Limited (ACOPY) Q4 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:02.253 Morning everyone and thank you for joining us today. 00:00:02.253 -- 00:00:06.937 My name is David Bortolissi. I'm the Managing Director and CEO of the A2 Milk Company. 00:00:06.937 -- 00:00:11.401 Today I'm joined on the call by our CFO, Dave Muscat, and our business unit leaders, 00:00:11.401 -- 00:00:16.406 Kevin Bush, Eleanor Core, Lee Zhao, and Joanne Sineratna. 00:00:16.406 -- 00:00:19.408 As you will have seen from this morning's announcement, we have a lot to cover on today's 00:00:19.408 -- 00:00:25.314 call. In terms of format, Dave and I will provide an overview of the company's FY25 results. 00:00:25.314 -- 00:00:29.912 We will then move on to our supply chain transformation update, and finish with our FY26 00:00:29.912 -- 00:00:34.939 outlook and capital management update incorporating the transaction impacts. 00:00:34.939 -- 00:00:38.264 In the interest of time, we won't present our regional and product performance as we 00:00:38.264 -- 00:00:42.090 normally do, which is a shame as there are so many great achievements during the year 00:00:42.090 -- 00:00:45.175 that the team would like to share with you, but our business unit leaders are on the 00:00:45.175 -- 00:00:49.381 call to discuss any questions you may have in Q&A at the end. 00:00:49.381 -- 00:00:54.470 Starting on slide four, we reported an exceptionally strong FY25 result today. 00:00:54.470 -- 00:00:58.359 We continue to execute our growth strategy, which has seen us deliver record sales of 00:00:58.359 -- 00:01:04.512 $1.9 billion and double-digit growth in revenue, EBITDA and EPS. 00:01:04.512 -- 00:01:09.262 We moved from a top five to a top four brand position in the China IMF market, with strong 00:01:09.262 -- 00:01:13.812 growth in both English lab...