Ichigo Inc. (ICHIF) Q2 2027 Earnings Call Transcript

SA Transcripts 162.46K Followers Follow Ichigo Inc. ( ICHIF ) Q2 2027 Earnings Call October 13, 2026 8:00 PM EDT Company Participants Scott Callon - Chairman & Representative Statutory Executive Officer Conference Call Participants Gregoire Brillaud William Montgomery Presentation Scott Callon Chairman & Representative Statutory Executive Officer Hello, everybody. Thanks so much for joining. Today we're doing the Ichigo fiscal year '27/2, so the February 2027 first half corporate presentation. I am joined on my right by Ted Fujita, who is our Lead Independent Director; and on my left by Dan Morisaku, who is a senior member of our Finance team and the Head of Global IFRS. Thank you very much, everybody. Let's jump forward. I've got a mic in my right hand, I've got a clicker in my left. Hopefully, I can make this work. So here's the first half summary. We last had a call in July. Quite honestly, not a lot has changed since then, certainly not in terms of our business and what we do, which is drive profitability for our shareholders by delivering assets that are improved assets for tenants and, therefore, ultimately for investors. So the numbers are pretty straightforward. We're on track for what we're going to achieve this year. First half looks a little light, not any issues at all. So business profit is up 3%, net income down 2%, EPS up 4%, cash EPS up 17%. We like that a lot because we're focused on cash flows and cash to shareholders rather than accounting earnings. Stock earnings down a little bit, flow earnings up. Highlights are kind of we're on track. I mean these are some bullet points, but I think the most important thing to understand is that we're in an operating environment which is extremely paired or matched to our core capabilities. As you know, we are not a real