Truworths International Limited (TRWKF) Q2 2026 Earnings Call Transcript

Michael Mark
CEO & Executive Director

Good afternoon, everybody. Welcome to the 2026 February Half Year Results Presentation of Truworths. In the room with me on virtual is Manny Cristaudo and Sarah Proudfoot, who are our joint Deputy CEOs. You all know them pretty well. And then there’s Reon Smit, who’s our Financial Director. I’m going to go through the presentation as speedy as I can because it will be published on the Internet in the next hour or 2 afterwards anyway, so that I can try and get to the questions-and-answer stage within 35 minutes or so. And then we’ve got at least 20, 25 minutes until 2:00 to answer questions. We have obviously read some of the initial analyst reports that came out this morning and yesterday. So we’ve tried to even include those responses in those — in our presentation. So it follows our normal agenda. First and foremost, I’m going to talk once again about our business philosophy. This is not to annoy you or bore you.

It’s because I’m trying to give you a filter of how we think. And this filter affects our interactions with shareholders as well because — when you give us input, whether it’s positive input or critical input, we don’t ignore it. We don’t just blindly follow it. We filter it through our philosophy every single time because that’s how we think. I’m trying to explain to you how we think. And essentially, it’s a simple thing, especially for the new shareholders. I’ve said many times before, we publish it.