Bega Cheese Limited (BGCHY) Q4 2026 Earnings Call Transcript

SA Transcripts 161.94K Followers Follow Bega Cheese Limited ( BGCHY ) Q4 2026 Earnings Call August 19, 2026 9:00 PM EDT Company Participants Barry Irvin - Executive Chairman Pete Findlay - COO & CEO Gunther Burghardt - Chief Financial Officer Conference Call Participants Julia de Sterke - Morgan Stanley, Research Division Phillip Kimber - E&P, Research Division Ajay Mariswamy - Macquarie Research Josh Kannourakis - Barrenjoey Markets Pty Limited, Research Division Jonathan Snape - Bell Potter Securities Limited, Research Division Richard Barwick - CLSA Limited, Research Division Belinda Moore - Morgans Financial Limited, Research Division Presentation Operator Thank you for standing by, and welcome to the Bega [Technical Difficulty] [Operator Instructions] I would now like to hand the conference over [Technical Difficulty]. Barry Irvin Executive Chairman Good morning, everyone, and thank you for joining us. For those of you that are following on in the results presentation, I'll be very brief, but I'll start on Page 3. Look, obviously, for me, this is a number of years of presenting the Bega Group's story and I think I couldn't be happier with how the company is positioned as I speak to you today. As you know, we've had a singular strategy and focus over a long period of time to build from what was a small cooperative into a largely business-to-business style business and a commodity business into a truly branded business with great opportunities in the future. I think probably the most important thing I would say is that this business is in the position where it has wonderful brands that has great supply chain knowledge. In the year that we've just been through, particularly with events such as conflict in the Middle East, we've been able to demonstrate how agile we can be and how we can adjust to great challenges. And I think we're very well positioned for the future. Pete