Elders Limited (EDESY) Q4 2025 Earnings Call Transcript

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Elders Limited (OTCPK:EDESY) Q4 2025 Earnings Call November 16, 2025 6:00 PM EST

Company Participants

Mark Allison – CEO, MD & Executive Director
Paul Rossiter – Group Treasurer & CFO

Conference Call Participants

James Ferrier – Canaccord Genuity Corp., Research Division
Richard Barwick – CLSA Limited, Research Division
Ben Wedd – Macquarie Research
Evan Karatzas – UBS Investment Bank, Research Division
Paul Jensz – PAC Partners Securities Pty Limited, Research Division
John Campbell – Jefferies LLC, Research Division
Mark Topy – Select Equities Pty Ltd., Research Division

Presentation

Operator

Thank you for standing by, and welcome to the Elders Limited FY ’25 Results Investor Briefing. [Operator Instructions].

I would now like to hand the conference over to Mr. Mark Allison CEO and Managing Director. Please go ahead.

Mark Allison
CEO, MD & Executive Director

Thank you very much, and welcome to all for the Elders’ full year results presentation for the FY ’25 financial year. And thank you for joining Paul and myself for the session today.

As an overview, the full year results today are solid on a year-to-year basis with EBIT up 12%, transformational projects on track, positive progress on leverage and strong cash generation. Throughout the year, Elders has demonstrated solid operational and financial resilience in the face of mixed seasonal conditions. Our diversified portfolio through its national geographic footprint and multiproduct and service offering played a key role in mitigating the dry conditions across key agricultural regions and the increased competitive activity in our retail business. Stronger activity in livestock and real estate and high financial discipline also supported the solid result.

On the transformational project front, we’ve also made good progress on Wave 2 of our SysMod project with all states rolled out and bedded down by the end of this calendar year. We are also well progressed in the final components

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