MindWalk Holdings Corp. (HYFT) Q4 2026 Earnings Call Transcript

MindWalk Holdings Corp. ( HYFT ) Q4 2026 Earnings Call July 22, 2026 5:00 PM EDT Company Participants Jennifer Bath - CEO, President & Non-Independent Director Richard Areglado - Chief Financial Officer Conference Call Participants Swayampakula Ramakanth - H.C. Wainwright & Co, LLC, Research Division Presentation Operator Good afternoon, and welcome to the MindWalk Holdings Corp. Financial Results Conference Call for the Fiscal Year ended April 30, 2026.

[Operator Instructions] This call is being recorded.

Before we begin, I would like to remind listeners that today's discussion contains forward-looking statements. These statements reflect management's current expectations and are subject to risks and uncertainties that could cause actual results to differ materially from those anticipated, including the company's history of net losses, the ability to convert platform adoptions into contracted recurring arrangements, market acceptance of ReefIQ and LensAI, intellectual property risks, competition and capital markets conditions.

A fuller description of these risks appears in the company's annual report on Form 20-F and other filings available on SEDAR+ and EDGAR.

All financial figures discussed during this call are in Canadian dollars. Financial statements and MD&A are available on the company's website at mindwalkai.com, sec.gov and on SEDAR+.

A replay of this call will also be available following its conclusion.

I will now turn the call over to Dr. Jennifer Bath, President and Chief Executive Officer of MindWalk Holdings. Please go ahead, Dr. Bath.

Jennifer Bath CEO, President & Non-Independent Director Thank you, and good afternoon, everyone. Fiscal 2026 was a defining year for MindWalk. The year our discovery engine and the bio native AI built on top of it came together as a single platform. That engine has a long record of producing molecules into the clinic. The AI layer makes that biology computable at scale. It was also the year the market