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Synlait Milk Limited (SMLKF) Q2 2026 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Synlait Milk Limited (SMLKF) Q2 2026 Earnings Call March 22, 2026 5:00 PM EDT

Company Participants

Hannah Lynch – Head of Milk Supply, Strategy & Corporate Affairs
Richard Wyeth – Chief Executive Officer
Lei Liu – Chief Financial Officer

Conference Call Participants

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Matt Montgomerie – Forsyth Barr Group Ltd., Research Division

Presentation

Hannah Lynch
Head of Milk Supply, Strategy & Corporate Affairs

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Good morning, everybody, and welcome to Synlait Limited’s Half Year Results Conference Call. My name is Hannah Lynch. I’m the Head of Milk Supply Strategy and Corporate Affairs. I’ll hand over shortly to our CEO, Richard Wyeth; and our CFO, Andy Liu, who will provide a short overview of today’s results. We’ll then open the line for Q&A. If you’ve got any follow-ups following today’s call, please do feel free to reach out to me directly. Otherwise, over to you, Richard.

Richard Wyeth
Chief Executive Officer

Thank you, Hannah. Welcome, everyone, to our half year results investor presentation. I have 2 words to describe this result: frustratingly disappointing. At a macro level, the result has been impacted by 3 core issues: the need to adjust our manufacturing plan to meet Advanced Nutrition requirements; lower returns from our ingredients business; and a decision on tax assets. Points 1 and 2 delivered a dairy processes perfect storm, and we will go into that shortly. The third point is simply that Synlait has taken a conservative approach and not recognizing further deferred tax assets arising from unused tax losses beyond those recorded at 31 July 2025.

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Our headline results are a reported EBITDA loss of $34.7 million, an overall net loss after tax of $80.6 million and an 88% increase in debt to $472.1 million. The good news is that those numbers do not reflect Synlait’s future.

Today, we are presenting you with

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Janus Henderson Global Sustainable Equity Managed Account Q4 2025 Commentary

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Janus Henderson Global Sustainable Equity Managed Account Q4 2025 Commentary

Janus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, we are committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients. While our investment managers have the flexibility to follow approaches best suited to their areas of expertise, overall our people come together as a team. This is reflected in our Knowledge. Shared ethos, which informs the dialogue across the business and drives our commitment to empowering clients to make better investment and business decisions.www.janushenderson.com

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Asia shares skid, yields rise as Gulf war escalates

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Asia shares skid, yields rise as Gulf war escalates


Asia shares skid, yields rise as Gulf war escalates

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Call to cancel threat of prison for council tax non-payment

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Call to cancel threat of prison for council tax non-payment

Debt charity StepChange says there are clear differences between councils when chasing unpaid tax.

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Germany turns to Indian workers to help solve labour shortage

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Germany turns to Indian workers to help solve labour shortage

Back in India, at Magic Billion, the employment agency that had sent that initial email, it managed to recruit 13 young people, who arrived in Germany in the autumn of 2022 to begin their butchery apprenticeships in small towns along the border with Switzerland. They would spend part of their time at college.

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Synlait Milk Limited 2026 Q2 – Results – Earnings Call Presentation (OTCMKTS:SMLKF) 2026-03-22

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

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Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team

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Trump ties DHS funding deal to approval of voter bill, NewsNation reports

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Trump ties DHS funding deal to approval of voter bill, NewsNation reports


Trump ties DHS funding deal to approval of voter bill, NewsNation reports

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Wall St down as Middle East turmoil fans inflation fear

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Wall St down as Middle East turmoil fans inflation fear

Wall Street ended sharply lower on Friday, with the S&P 500 closing at its lowest in six months, as the US-Israeli war ‌against Iran entered its fourth week, deepening worries about inflation and the potential for higher interest rates.

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Fidelity Stock Selector Mid Cap Fund Q4 2025 Commentary (FSSMX)

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Fidelity Stock Selector Mid Cap Fund Q4 2025 Commentary (FSSMX)

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses it serves. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, Fidelity focuses on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. Note: This account is not managed or monitored by Fidelity, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Fidelity’s official channels.

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Dollar poised for rally as escalating Middle East conflict spurs haven demand

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Dollar poised for rally as escalating Middle East conflict spurs haven demand


Dollar poised for rally as escalating Middle East conflict spurs haven demand

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