Orora Limited (ORRYY) Q4 2026 Earnings Call Transcript

SA Transcripts 161.84K Followers Follow Orora Limited ( ORRYY ) Q4 2026 Earnings Call August 12, 2026 8:30 PM EDT Company Participants Brian Lowe - CEO, MD & Director Shaun Hughes - Chief Financial Officer Conference Call Participants Samuel Seow - Citigroup Inc., Research Division John Purtell - Macquarie Research Mark Wilson - RBC Capital Markets, Research Division Ramoun Lazar - Jefferies LLC, Research Division Brook Campbell-Crawford - Barrenjoey Markets Pty Limited, Research Division Keith Chau - MST Financial Services Pty Limited, Research Division Cameron McDonald - E&P, Research Division Nicole Penny - Rimor Equity Research Pty Ltd Lee Power - JPMorgan Chase & Co, Research Division Presentation Operator Thank you for standing by, and welcome to the Orora Limited FY '26 Full Year Results Call. [Operator Instructions] I would now like to hand the conference over to Mr. Brian Lowe, Managing Director and Chief Executive Officer. Please go ahead. Brian Lowe CEO, MD & Director Good morning, everyone. Thank you for joining us today for Orora's Full Year 2026 Financial Results Presentation. I'm joined by Shaun Hughes, our Chief Financial Officer. Shaun and I will take you through Orora's financial performance for the year ended 30th of June 2026, take you through the operational progress across the portfolio and the actions we're taking as Orora continues to operate as a focused beverage packaging business. I'll start with the key results messages, operational progress, safety and sustainability. Shaun will then cover the financial results in more detail, including the impairment of the glass CGU, cash flow, CapEx, balance sheet and shareholder returns. I'll then return to cover our perspective to FY '27 and the outlook statement. And at the conclusion of the presentation, we'll be happy to take your questions as always. Before I start, please take note that the important information on Slide 2, including the notes on forward-looking statements and non-IFRS financial information.