Pacific Current Group Limited (TSRUF) Q4 2026 Earnings Call Transcript

SA Transcripts 162.03K Followers Follow Pacific Current Group Limited ( TSRUF ) Q4 2026 Earnings Call August 26, 2026 8:01 PM EDT Company Participants Michael Clarke - MD, CEO & Executive Director Ron Patel - Chief Financial Officer Conference Call Participants Lachlan Rogers Greg Hoffmann Presentation Michael Clarke MD, CEO & Executive Director Welcome to the Pacific Current Group or PAC investor presentation call for the 2026 financial year. By the way, an introduction, my name is Michael Clarke, and I'm the Managing Director of Pacific Current Group. I joined the Board of PAC in February 2024 as a Non-Executive Director, becoming acting Chief Executive in July 2024 and was appointed Managing Director in November 2025. I'm joined on the call by Ron Patel, the CFO of Pacific Current Group. Ron joined PAC over 17 years ago. In our full year update to shareholders in August last year, we highlighted that PAC was committed to taking actions that would unlock shareholder value and to report the progress made to achieve this goal. We are gratified to report that the momentum developed in the FY '25 financial year has continued into this financial year. Today's call is in 2 parts. Ron and I will first take you through the full year results for FY '26. I will then speak to the separate announcement we launched this morning regarding the commencement of a strategic review for Pacific Current Group and our FY '27 priorities before we open the line for questions. Turning to Slide 3 in the presentation pack. Again, Pacific Current Group is pleased to update on the company's results for the 12 months ending 30th of June 2026. FY '26 was another year of successful transition of PAC's business to a more simplified structure featuring increased transparency of asset values, successful capital management initiatives, eradication of debt, further material reduction in operating expenses and the