Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Goodfood Q1 FY 2026 Earnings Call - Business Stabilization and Margin Discipline Amidst Demand Pressure
In Q1 FY 2026, Goodfood focused on stabilizing its business amid continued pressure in the meal kit category. Despite a 21% year-over-year decline in net sales driven by fewer active customers and red...
- Goodfood experienced a 21% decline in net sales year-over-year to CAD 27.5 million due to fewer active customers and lower order rates.
- The company achieved positive Adjusted EBITDA of CAD 1 million and positive adjusted free cash flow of CAD 1.2 million for the quarter despite volume declines.
- Gross margin improved by 270 basis points year-over-year to 42.3%, driven by higher average order values and lower incentives as a percentage of sales.
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Treatt FY2025 Earnings Call - Navigating High Citrus Costs and Market Challenges While Building for Growth
Treatt reported a challenging fiscal year 2025 with revenue down nearly 12% year-on-year to £132.5 million, primarily due to high citrus raw material costs and softer consumer demand in key markets li...
- Treatt's FY2025 revenue declined 11.8% to £132.5 million, driven mainly by high citrus raw material costs and reduced customer volumes.
- Gross margin decreased by 340 basis points to 25.9%, primarily due to inflation in citrus prices and a less favorable product mix.
- The company reported a profit before tax and exceptional items of £10.3 million, lower than the prior year due to volume and margin pressures.
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Qoria Dec Q2 FY26 Earnings Call - Record ARR Growth and Strong Pipeline Amid AI Integration
Qoria reported its best-ever December quarter sales, surpassing AUD 100 million in Annual Recurring Revenue (ARR) with 20% student penetration in the US market and protecting over 30 million children ...
- Qoria achieved its best-ever December quarter with record sales and crossed AUD 100 million in ARR.
- The company protects over 30 million kids globally and has 20% U.S. student penetration since entering in 2018.
- Qoria’s ARR reached AUD 149 million at calendar year-end, growing 20% despite FX headwinds.
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Yancoal Q4 2025 Earnings Call - Record Coal Production and Strong Financial Position Enable Growth Potential
Yancoal reported a record fourth quarter and full year 2025 production, reaching 10.4 million tons of attributable saleable coal in Q4 and 38.6 million tons for the full year, the highest in company h...
- Yancoal achieved a record 10.4 million tons of attributable saleable coal in Q4 2025, up 20% in ROM coal production versus Q3.
- Full year 2025 production reached 38.6 million tons, the highest ever for the company.
- Cash operating costs averaged AUD 93 per ton mid-range within AUD 89-AUD 97 guidance, confirming cost discipline.
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LTIMindtree Q3 FY 2026 Earnings Call - Strong AI-led Growth and Margin Expansion with Strategic Large Deal Wins
LTIMindtree reported robust Q3 FY 2026 results marked by a 2.4% sequential revenue growth to $1.21 billion and a 20 basis points expansion in operating EBIT margin to 16.1%, reflecting progress in the...
- Reported Q3 FY 2026 revenue of $1.21 billion, up 2.4% sequentially and 6.1% year-on-year in USD terms.
- Operating EBIT margin expanded by 20 basis points sequentially to 16.1%, driven by Fit for Future margin improvement initiatives and forex tailwinds.
- Order inflows increased 6.4% quarter-on-quarter to $1.7 billion, including multiple large multi-year AI-led deals in diverse sectors.
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QNB Group Q4 2025 Earnings Call - Solid Profit Growth and Robust Loan Expansion Amid Macroeconomic Stability
QNB Group's Q4 2025 earnings call highlighted resilient financial performance with net profit rising 2% to QAR 17 billion ($4.7 billion). Excluding global minimum taxes, net profit growth was 10%. The...
- QNB Group reported a net profit of QAR 17 billion in 2025, a 2% increase YoY, excluding global minimum taxes net profit was up 10%.
- Total assets increased 7% to QAR 1.39 trillion, while loans and advances grew 12% to QAR 1.02 trillion.
- The cost-to-income ratio remained strong at 23.3%, one of the best among regional peers.
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Belimo 2025 Earnings Call - Robust 23% Organic Sales Growth Supported by Data Center and Retrofit Business
Belimo reported an impressive 23.3% organic sales growth in local currency for 2025, driven equally by its traditional HVAC segments and its rapidly expanding data center business, which now accounts ...
- Belimo achieved 23.3% organic sales growth in local currency (18.7% in CHF) in 2025, driven equally by traditional HVAC and data center businesses.
- Data center business represented about 17% of total sales, with CHF 190 million revenue, showing accelerated growth particularly in liquid cooling solutions.
- The retrofit plus initiative saw increased momentum, targeting HVAC system upgrades in existing buildings mainly for energy efficiency.
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MRPL Q3 FY26 Earnings Call - Strong Operational Performance and Strategic Retail Expansion Drive Growth
In Q3 FY26, MRPL delivered robust financial performance with EBITDA rising to INR 2,824 crores, driven by healthy market prices, optimal energy consumption, and throughput. The company achieved best-e...
- Q3 FY26 EBITDA surged to INR 2,824 crores from INR 1,064 crores YoY, led by favorable market prices and operational efficiencies.
- MRPL achieved its best energy efficiency (MBN of 67) and maintained fuel and losses at 10.06%, improving cost metrics.
- Current total debt stands at INR 9,290 crores with a debt-equity ratio of 0.63; further reduction expected if market conditions persist.
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HDFC Bank Q3 FY26 Earnings Call - Confident Glide Path for Loan-to-Deposit Ratio with Strong Focus on Sustainable Growth
HDFC Bank's Q3 FY26 earnings call highlighted a reasonably encouraging quarter with credit growth building strongly across customer segments, facilitated by an easing rate environment and CRR releases...
- HDFC Bank reported credit growth in line with expectations, driven by balanced growth across customer segments and aided by easing interest rates and CRR releases.
- The bank maintains rate discipline on deposits to control cost of funds, leading to a 10-11 basis points decline in cost of funds this quarter.
- Management reaffirmed commitment to reduce the loan-to-deposit ratio (LDR) gradually to approximately 85-90% by FY27, emphasizing it as a medium-term glide path rather than regulatory mandate.
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Djerriwarrh Investments H1 2026 Earnings Call - Maintaining Enhanced Dividend Yield Amid Market Challenges
Djerriwarrh Investments reported its half-year financial results with a focus on sustaining an enhanced dividend yield of 6.6% based on net asset backing, outperforming the broader ASX 200 market yiel...
- Djerriwarrh's primary objective is delivering an enhanced fully franked dividend yield, achieving 6.6% based on net asset backing versus 4% for the ASX 200.
- Half-year net operating profit was AUD 19.7 million, down 6% from prior period, with dividends maintained at AUD 0.0725 per share.
- The management expense ratio improved to 0.38%, aligning with prior years and indicating cost efficiency.
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