Dyno Nobel Limited (DNLZY) Analyst/Investor Day Transcript

Dyno Nobel Limited ( DNLZY ) Analyst/Investor Day September 16, 2026 9:30 AM EDT Company Participants Tom Dixon - Vice President of Investor Relations Kevin McNeill Gregory Robinson Mauro de Moraes - MD, CEO & Director Nitesh Naidoo - Chief Financial Officer Dirk van Soelen Greg Hayne - President of Dyno Nobel Americas Jay Pumphrey - President Paul Brasher Stuart Sneyd - President - Dyno Nobel Asia Pacific Richard Brown - President of EMEA & LATAM Conference Call Participants Ramoun Lazar - Jefferies LLC, Research Division Brook Campbell-Crawford - Barrenjoey Markets Pty Limited, Research Division John Purtell - Macquarie Research Lee Power - JPMorgan Chase & Co, Research Division Samuel Seow - Citigroup Inc., Research Division Mark Helm - Dolese Bros. Co., Inc. Willem van Schalkwyk Paul Wagner Mark Arkell Nathan Reilly - UBS Investment Bank, Research Division Conversation Tom Dixon Vice President of Investor Relations Look, good morning, everyone, and welcome to Dyno Nobel's 2026 Investor Day. I'm Tom Dixon, and I look after Investor Relations for Dyno Nobel. We do have a full day ahead of us, so let's kick things off. If you've not seen it already, the presentation materials for today have been lodged with the Australian Securities Exchange, and they can be found on the ASX and Dyno Nobel websites. Look, I'll just, as usual, draw your attention to the disclaimers found on Slide 1 and Slide 2 of this presentation. And our presenters from Dyno Nobel are here on Slide 3. Moving on to the agenda for today. Just a few of the usual housekeeping matters before we get underway. Bathrooms are located near the elevators. Just letting people know they are all gender bathrooms. If you get a shock and you see someone from the opposite sex washing their hands, you're in the right room. In the event of an emergency, please follow the directions of event staff. Look, you can see here our