BlueScope Steel Limited (BLSFY) Q4 2026 Earnings Call Transcript

SA Transcripts 161.87K Followers Follow BlueScope Steel Limited ( BLSFY ) Q4 2026 Earnings Call August 16, 2026 8:01 PM EDT Company Participants Tania Archibald - MD, CEO & Director David Fallu - Chief Financial Officer Conference Call Participants Ramoun Lazar - Jefferies LLC, Research Division Owen Birrell - RBC Capital Markets, Research Division Harry Saunders - E&P, Research Division Lee Power - JPMorgan Chase & Co, Research Division Peter Steyn - Macquarie Research Scott Ryall - Rimor Equity Research Pty Ltd Keith Chau - MST Financial Services Pty Limited, Research Division Paul Young - Goldman Sachs Group, Inc., Research Division Chen Jiang - BofA Securities, Research Division Brook Campbell-Crawford - Barrenjoey Markets Pty Limited, Research Division Presentation Tania Archibald MD, CEO & Director Good morning, and thank you for joining us today. I'm Tania Archibald, BlueScope's Managing Director and Chief Executive Officer. With me is David Fallu, our Chief Financial Officer. We'll take you through the FY '26 results, the progress we've made against the agenda we set at the half and how we're positioned for the future. We'll then take your questions. I'd like to begin by acknowledging the traditional custodians of the various lands on which we meet and work today and pay my respects to elders past and present. I'll begin with safety. There is nothing more important than the health and safety of our employees and contractor partners. BlueScope has a strong safety culture built on a track record of extensive engagement with our workforce and an ongoing commitment to learn and improve. Throughout the year, our Global Safety Refocus program guided our work on critical risks and the effectiveness of the controls that manage them. But our performance is not yet where it needs to be. The tragic loss of a contractor at Port Kembla in November is a stark reminder of the importance of our work in this area. Now that incident remains under investigation by