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Orica Limited (OCLDY) Q2 2026 Earnings Call Transcript

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Orica Limited (OCLDY) Q2 2026 Earnings Call May 6, 2026 9:00 PM EDT

Company Participants

Natalie Worley
Sanjeev Kumar Gandhi – MD, CEO & Executive Director
James Crough – Chief Financial Officer

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Conference Call Participants

Niraj-Samip Shah – Goldman Sachs Group, Inc., Research Division
John Purtell – Macquarie Research
Daniel Kang – CLSA Limited, Research Division
Lee Power – JPMorgan Chase & Co, Research Division
Ramoun Lazar – Jefferies LLC, Research Division
Jakob Cakarnis – Jarden Australia Pty Limited, Research Division
Mark Wilson – RBC Capital Markets, Research Division
Samuel Seow – Citigroup Inc., Research Division
Harry Saunders – E&P, Research Division
Brook Campbell-Crawford – Barrenjoey Markets Pty Limited, Research Division
Scott Ryall – Rimor Equity Research Pty Ltd
Nathan Reilly – UBS Investment Bank, Research Division

Presentation

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Natalie Worley

Hello. Good morning, everyone, and thank you for joining us for Orica’s First Half 2026 Results Presentation. My name is Natalie Worley. And joining me here today in Melbourne are Sanjeev Gandhi, Managing Director and CEO; and Jamie Crough, CFO. Both Sanjeev and Jamie will be presenting shortly before we move to Q&A. Before we start the presentation, I kindly ask you take a moment to read the disclaimer on Slide 2.

And with that, I’ll pass over to Sanjeev. Thank you.

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Sanjeev Kumar Gandhi
MD, CEO & Executive Director

Thank you, Natalie, and welcome all. Thank you all for joining the call. Let me start with our #1 priority, safety. We are, at Orica deeply saddened by the fatal vehicle-related incident involving one of our colleagues in North America in late November 2025. Our thoughts and deepest condolences continue to be with their family, friends and colleagues. We have now completed a full investigation and are implementing critical learnings across our organization that such events do not happen again.

Our people are the foundation of our company. We remain absolutely committed

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