DGL Group Limited (DGLGF) Q4 2026 Earnings Call Transcript

DGL Group Limited (DGLGF) Q4 2026 Earnings Call September 1, 2026 7:30 PM EDT Company Participants Simon Henry - Founder, Executive Director & CEO Gagan Singh - Chief Financial Officer Andrew Draffin - Company Secretary Presentation Simon Henry Founder, Executive Director & CEO Good morning, ladies and gentlemen. I'm Simon Henry. I'm the Founder and CEO of DGL. I'm here with Gagan Singh, our CFO, to present our FY '26 financials. After presenting this pack, we will go to questions. Let's turn to Slide 5. FY '26 was a tough year for DGL. We have suffered significant losses in production and profit due to the holdups caused by the rollout of a complex group-wide ERP system. We have also suffered significantly as a result of the conflict in the Middle East. We've also invested heavily to support future growth, which has impacted on profit. We continue to relocate to larger and more efficient chemical storage facilities. We have worked tirelessly to integrate the 30-plus companies we have bought since listing to form one large industrial group. Turning to Slide 6. As I've stated, FY '26 was a tough year with management focused on building out the infrastructure necessary to support future growth and integrating the various companies we have acquired over the last 4 years. The good news is most of the heavy lifting has now been done, and we are poised for growth. Let's turn to Slide 7. Health and safety. We have made great progress building the internal systems and controls necessary to ensure we operate safely and in full compliance with all the relevant legislation. Turning to Slide 8. DGL is a vertically integrated chemical manufacturing and logistics group with an annual throughput of over 1 million tonnes of materials a year. The group is divided into 3 divisions: chemical manufacturing and formulation, warehousing and transport, and