Tracsis Plc Ord (TCIIF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon and welcome to the TRAXIS half-year results presentation. Today we are joined by CEO David Frost and CFO Andy Kelly. Questions are encouraged throughout this webinar and can be submitted via the Q&A box situated on the panel on the right-hand side of your screen. I will now hand over to David to begin the presentation. Thank you and good afternoon to you all. Welcome to the TRAXIS interim results presentation for FY26. Thank you for taking the time to join us today. Andy and I will walk you through a review of performance through the first half before providing an update on the progress we're making against our strategic priorities and the broader direction of the business. We will then close with some key takeaways before opening up to questions. Before we get into the detail, I'd just like to remind you all of our purpose and vision. Our purpose is simple. We make transport work. We do so to drive safety, efficiency, and sustainability in our customers' operations. And we strive to lead the future of sustainable, intelligent transport. Transport networks are becoming increasingly digitized and connected. Their importance to the way we live and work continues to grow. Our ambition is to be at the center of that, creating technology and solutions that revolutionize how the world moves. We have delivered a much improved financial performance versus the first half of FY25. This reflects stronger execution and the benefits of actions taken over the past 12 months, strengthening delivery, improving profitability, and continuing to build higher quality recurring and transactional revenues. Trading through Q3 of our financial year continues to progress well, which leaves us well positioned for the remainder of the year and supports our expectation of deliver...