Jaron McVicar
Business Unit Leader – ANZ
Replay available
The A2 Milk Company Limited (ACOPY) Q4 2026 Earnings Call
The A2 Milk Company Limited (OTC: ACOPY) Q4 2026 earnings conference call, held 2026-08-17. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
David Bortolussi
Managing Director and CEO
Dave Muscat
Chief Financial Officer
Kevin Bush
Business Unit Leader – USA Liquid Milk
Yohan Senaratne
Business Unit Leader – English Label & Other Nutritionals
Li Xiao
Business Unit Leader – China Label IMF
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for A2 Milk Company Limited.
Replay transcript excerpt
WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a03fdc-bc7b-76d3-8e46-1e5e138aa49c Created: 2026-08-26T20:57:10.046Z Duration: 4691.174 Channels: 1 00:00:00.960 -- 00:00:02.720 Good morning everyone and thank you for joining 00:00:02.720 -- 00:00:04.960 us today. My name is David Bortolucci, I'm 00:00:04.960 -- 00:00:06.720 the Managing Director and CEO of The A2 00:00:06.720 -- 00:00:07.680 Milk Company. 00:00:08.160 -- 00:00:09.599 Today I'm joined on the call by our 00:00:09.599 -- 00:00:12.559 CFO, Dave Muskett and our business unit leaders, 00:00:12.559 -- 00:00:14.320 Lee Xiao, Johan Seneratna, 00:00:14.320 -- 00:00:16.545 Jaram McVicar and Kevin Bush. 00:00:16.865 -- 00:00:18.225 The team and I will present the results 00:00:18.225 -- 00:00:19.425 and outlook and there'll be time at the 00:00:19.425 -- 00:00:20.385 end for questions. 00:00:21.265 -- 00:00:23.985 During the presentation, we'll focus on continuing operations 00:00:23.985 -- 00:00:26.705 excluding NBM, which we divested in the first 00:00:26.705 -- 00:00:30.320 half and occasionally refer to underlying results, which 00:00:30.320 -- 00:00:33.440 excludes both NBM and A2 Pocono. 00:00:33.840 -- 00:00:36.640 We've excluded A2 Pocono from the underlying results 00:00:36.640 -- 00:00:39.120 given that the site is currently underutilized and 00:00:39.120 -- 00:00:42.000 incurring manufacturing losses and transformation costs, which are 00:00:42.000 -- 00:00:42.960 short term in nature. 00:00:45.175 -- 00:00:47.815 Starting on Slide four, we delivered FY 2026 00:00:47.815 -- 00:00:49.895 results in line with or slightly ahead of 00:00:49.895 -- 00:00:52.614 our updated April guidance with double digit revenue 00:00:52.614 -- 00:00:53.175 growth. 00:00:53.894 -- 00:00:56.934 Infant milk for...