PLS Group Limited (PILBF) Q4 2026 Earnings Call Transcript

Good day, and thank you for standing by. Welcome to the PLS June Quarterly Conference Call.

Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Dale Henderson, Managing Director and CEO of PLS Group. Please go ahead.

Thank you, [ Maggie ]. Good morning, and good evening, and thank you all for joining us today. I will begin by acknowledging the traditional owners on the lands in which PLS operates, the Whadjuk people of the Noongar Nation here in Perth and the Nyamal and Kariyarra peoples in the Pilbara, where our Pilgangoora operation is based. We pay our respects to our elders, past and present. I'm joined today by Brett McFadgen, our Chief Operating Officer; and Alex Willcocks, our Chief Financial Officer. Today, we are reporting a solid June quarter operating performance, which supported record quarter sales and some record full year outcomes. We will take you through the key operational, financial and strategic highlights before opening the line for questions. Turning now to Slide 2. This slide highlights why PLS is well-positioned to create value through the cycle. There are 4 key reasons. First, our asset base and cost position. Pilgangoora is