Skellerup Holdings Limited (SKLMF) Q4 2026 Earnings Call Transcript

SA Transcripts 161.93K Followers Follow Skellerup Holdings Limited ( SKLMF ) Q4 2026 Earnings Call August 19, 2026 6:00 PM EDT Company Participants Graham Leaming - Chief Executive Officer Tim Runnalls - Chief Financial Officer Conference Call Participants Rohan Koreman-Smit - Forsyth Barr Group Ltd., Research Division Adrian Allbon - Jarden Limited, Research Division Presentation Graham Leaming Chief Executive Officer All right. Tim says it's close enough to 10:00, so we'll get underway. Good morning. Thanks for joining this presentation on Skellerup's FY '26 results. As most of you will know, I'm Graham Leaming, the CEO; and with me is Tim Runnalls, our CFO. As per normal, Tim and I will provide an overview of the business, and then we'll take questions at the conclusion of the presentation. [Operator Instructions] l'll move to Slide 2. As the trends on the graphs on this page demonstrate, we continue to achieve sustained revenue and earnings growth alongside excellent returns on investment. Over the past 7 years, compound annual revenue growth has been 7% and compound annualized normalized net profit after tax or NPAT growth stands at 12%. Over this period, we've continued to focus on precision engineered products for high performance and conformance applications. We consider this fundamental focus provides us with ample opportunity. We are investing in market development to ensure we understand needs and to grow our reach, and in technical capability to translate opportunity into products and in our manufacturing platform to productively deliver the growth. The timing of our investments in people and equipment continues to be robustly considered, planned and supported to maximize the likelihood and speed of success and maintain excellent returns on capital invested. As shown on the graph here in FY '26, our ROIC was almost 25%. So we'll move to Slide 3. Focusing now on FY '26, a very good year for us measured