Articore Group Limited (RDBBF) Q4 2026 Earnings Call Transcript

SA Transcripts 162.04K Followers Follow Articore Group Limited ( RDBBF ) Q4 2026 Earnings Call August 27, 2026 7:30 PM EDT Company Participants Virginia Spring - Vice President of Investor Relations Vivek Kumar - Group CEO, MD & Director Derek Yung - Group Chief Financial Officer Presentation Virginia Spring Vice President of Investor Relations Thank you for making the time to be with us today. My name is Virginia Spring, and I'm responsible for Investor Relations at Articore. I am in our Melbourne office and joining us live from our New York office is Articore Group CEO and Managing Director, Vivek Kumar; and Group CFO, Derek Yung. Vivek and Derek will provide an overview of our FY '26 results shortly, and we will then open it up for questions. [Operator Instructions] The key information in today's call is contained in the ASX announcement and investor presentation released to the market this morning. I would like to call your attention to the safe harbor statement in our ASX release regarding forward-looking information. That safe harbor statement also applies to this webcast. This session is being recorded, and a transcript will be released to the ASX. I will now hand you over to Vivek. Vivek Kumar Group CEO, MD & Director Thank you, Virginia, and thank you all for joining us today. FY '26 was a transformative year for Articore. We delivered EBIT of $10.3 million, slightly above the top end of our guidance range and a $20.1 million turnaround year-on-year. Margin expansion has been meaningful and sustainable. Gross profit and gross profit after paid acquisition or GPAPA, both grew for the year, driven by supply chain efficiencies, pricing, paid marketing effectiveness and the new artist account fee structure that enhanced marketplace dynamics. Gross profit margin reached a record 49.6%, up 400 basis points and GPAPA margin improved to 28.6%, up 210 basis points. We also strengthened the balance sheet materially with underlying cash flow of $10.1 million and a