Nickel Industries Limited (NICMF) Q2 2026 Earnings Call Transcript

Nickel Industries Limited ( NICMF ) Q2 2026 Earnings Call August 25, 2026 9:00 PM EDT Company Participants Justin Werner - MD & Director Christopher Shepherd - CFO & Executive Director Conference Call Participants Lyndon Fagan - JPMorgan Chase & Co, Research Division Richard Knights - Barrenjoey Markets Pty Limited, Research Division David Coates - Bell Potter Securities Limited, Research Division Donavan Tan William Jing Love Sharma Presentation Operator Hello, and welcome to the Nickel Industries Limited 2026 Half Year Results Call. [Operator Instructions] I will now turn the conference over to Justin Werner, Managing Director. Please go ahead. Justin Werner MD & Director Thank you, everyone, and welcome to the half year results presentation. If I could just ask the moderator to move to the next slide, please. Start with Safety and ESG, zero 12-month LTIFR, 0.45 12-month TRIFR. So these are world-class safety figures, 18 million safe man hours worked over the past 12 months. In terms of ESG, once again, we were awarded the Green PROPER rating from the Indonesian Ministry of Environment and Forestry, 1 of only 3 nickel mining companies to achieve that rating. We entered into an agreement to look at feasibility of natural hydrogen in and around the Hengjaya mining lease, which could offer potentially low-cost clean energy source in the future. We inaugurated a 197-hectare biodiversity conservation area, a short distance from the Hengjaya Mine. And again, one of very few mines to have successfully been able to inaugurate a biodiversity area. The scholarship program continues to progress very well. We now have 30 students actively enrolled in a number of disciplines. And then finally, on the CSR side, we received CSR awards for excellence in community development, and we also won awards for some of our RKEF operations at the HR Asia Awards. If we could just