Downer EDI Limited (DNERY) Q4 2026 Earnings Call Transcript

SA Transcripts 161.93K Followers Follow Downer EDI Limited ( DNERY ) Q4 2026 Earnings Call August 19, 2026 8:01 PM EDT Company Participants Peter Tompkins - CEO, MD, Group COO & Executive Director Malcolm Ashcroft - Chief Financial Officer Conference Call Participants Rohan Sundram - MST Financial Services Pty Limited, Research Division Nicholas Daish - RBC Capital Markets, Research Division John Purtell - Macquarie Research Presentation Operator Thank you for standing by, and welcome to the Downer Group FY '26 Results Briefing. [Operator Instructions] I would now like to hand the conference over to Peter Tompkins, CEO. Please go ahead. Peter Tompkins CEO, MD, Group COO & Executive Director Thank you, Drew. Good morning, and welcome to Downer's 2026 Full Year Results Presentation. I'm here today with our Group CFO, Mal Ashcroft. And after our prepared remarks, we will open up for questions. Turning to Slide 2 and the Downer Advantage. Downer is a leading provider of integrated services. We plan, deliver and maintain essential infrastructure that enables communities to thrive. Our capabilities span all stages of an asset's life cycle, supported by our Australian and New Zealand presence, our scale, local supply chains and established positions in sectors with long-term demand drivers. 4 tailwinds underpin these strengths. First, the energy transition and data centers, where investment in grid transformation, network resilience and digital infrastructure creates opportunities for our power, water, telecommunications and civil infrastructure businesses. Second, in defense, where we've been a trusted delivery partner for more than 80 years. Recent wins reinforce our strengths in professional services, planning, constructing and maintaining defense assets. The third is population growth, which continues to drive demand for transport, waste, water, social, housing, health, education and other essential services. And finally, local industry revitalization and the realization by governments that we need to have a higher level of self-sufficiency and industrial