Washington H. Soul Pattinson and Company Limited (WSOUF) Q4 2026 Earnings Call Transcript

Washington H. Soul Pattinson and Company Limited ( WSOUF ) Q4 2026 Earnings Call September 23, 2026 9:01 PM EDT Company Participants Courtney Howe - Head of Corporate Affairs & Investor Relations Todd Barlow - MD, Director & Chief Executive Officer David Grbin - Chief Financial Officer & Company Secretary Conference Call Participants Steven Sassine - Morgans Financial Limited, Research Division Esther Holloway - Morningstar Inc., Research Division Presentation Courtney Howe Head of Corporate Affairs & Investor Relations Good morning, and welcome to the Soul Patts' Financial Results Presentation for the financial year 2026 being the 12-month period ending 31 July 2026. My name is Courtney Howe, I'm responsible for Corporate Affairs and Investor Relations at Soul Patts, and I'm pleased to introduce our presenters for today. Todd Barlow, MD and CEO, will address performance highlights and major transactions completed during the year. David Grbin, CFO, will cover the group financial results before handing back to Todd to step through portfolio performance and the outlook. We will respond to questions at the end, starting with analyst questions on the line. As usual, there is the option for written questions to be submitted at any point during the webcast and you will see a question box on the bottom of your screen. Over to you, Todd. Todd Barlow MD, Director & Chief Executive Officer Thank you, Courtney, and welcome to everybody joining us today. FY '26 was a significant year for Soul Patts. We completed the $15 billion merger with Brickworks, the largest transaction in our 123-year history. We simplified our structure and strengthened the balance sheet. The combined group is already delivering value and outperformance for shareholders. Our portfolio is more diversified and more liquid, carrying more capacity to act than at any point before. We're also expanding the portfolio geographically with a growing number of global investments embedded across the broader portfolio. We aim to grow