EROAD Limited (ERDLF) Q4 2026 Earnings Call Transcript

John Scott
Executive Chair

Good morning, guys. My name is John Scott. I’m the Executive Chair of EROAD. Welcome you to the EROAD financial results for the financial year 2026. With me, I have Ciara, our CFO; and Ryan, our Chief Transformation Officer. So we’ll get into it.

So today, we’ve got about 30 minutes of us talking and hopefully 15 minutes of you guys asking questions, and we’ll try and get you back to your day in about 45 minutes. So in a slightly unusual term, we’ll start a financial report with an overview of all of the strategy. The reason we’re doing this is because of just how much of this is actually has our financials, and it’s important for you to understand. So I took over or joined the company in March, and I took over as Executive Chair in October. Over the 8 months, I’ve got to meet a lot of our customers and realize what just a wonderful little business we have here. We have unbelievable product market fit in New Zealand, a really, really easy-to-understand value proposition. But the thing I’ve learned most of all is you have to talk about our business by country because the dynamics are completely different. You’ll see there across the top, the revenue has been stable. We’ve undertaken a whole bunch of initiatives to get back to basics and Ryan will talk to them. We’re clearly focused on the Australia and New Zealand region. We have this back to basics or customer-focused program around just restoring our key metrics. And — there is a headline which a lot of people joined during the year for EROAD, which is the eRUC opportunity. And we just want to sort of signal that it’s a significant opportunity, but