Mullen Group Ltd. (MTL:CA) Q2 2026 Earnings Call Transcript

Mullen Group Ltd. ( MTL:CA ) Q2 2026 Earnings Call July 23, 2026 10:00 AM EDT Company Participants Murray Mullen - Chairman & Senior Executive Officer Lee Hellyer Carson Urlacher - Senior Financial Officer Conference Call Participants Konark Gupta - Scotiabank Global Banking and Markets, Research Division Benoit Poirier - Desjardins Securities Inc., Research Division Kevin Chiang - CIBC Capital Markets, Research Division Cameron Doerksen - National Bank Financial, Inc., Research Division Walter Spracklin - RBC Capital Markets, Research Division Trevor Reynolds - Acumen Capital Finance Partners Limited, Research Division Tim James - TD Cowen, Research Division Presentation Operator Thank you for standing by. This is the conference operator. Welcome to the Mullen Group Limited 2026 Second Quarter Earnings Conference Call and Webcast. I would now like to turn the conference over to Murray Mullen, Chair and Senior Executive Officer. Please go ahead, Mr. Mullen.

Murray Mullen Chairman & Senior Executive Officer Well, welcome, everyone, to Mullen Group's quarterly conference call. This morning, we released our second quarter interim report. It's a nice 60-page document full of detailed numbers and analysis prepared by our team headed up by Carson Urlacher and Nick Woodworth. So this document contains updated information is available on SEDAR+ and on our website, www.mullengroup.com. So I'll remind everyone this morning that today's presentation and commentary contain forward-looking statements, and they're based upon current expectations and are subject to a number of risks and uncertainties. As such, actual results may differ materially. Further information identifying the risks, uncertainties and assumptions can be found in the disclosure documents. With me this morning, I'm joined here in Okotoks by the majority of the senior executive team. Richard Maloney is out traveling this morning, so he's not available. But I have Carson Urlacher, he's our Senior Financial Officer; Joanna Scott, who's our Senior Corporate Officer; and Lee Hellyer, who's our