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AECI Ltd (AECLY) Q2 2026 Earnings Call Transcript

Alan Dickson
Group CEO & Executive Director

Good morning, ladies and gentlemen, and welcome to AECI’s interim results presentation for the period ended 30 June 2026. I’m Alan Dickson, the Group Chief Executive. I recently joined the group on the 1st of July this year. I’m extremely proud to be a member of the AECI team. AECI is one of South Africa’s industrial giants. Its legacy, its technology, its people, its manufacturing capability and its customers position the group as a leader in the global mining, explosives and mining chemicals market as well as the regional chemical market.

I look forward together with the leadership team and the employees at AECI to driving our performance along a positive trajectory commensurate with these attributes. I’m joined today by Ian Kramer, our Group CFO, and the two of us will be presenting our results today via this prerecorded webcast with a live Q&A session immediately after the webcast, where we will be taking your questions. At the live Q&A, Ian and I will be joined by Stuart Miller, the EVP for our Mining business and Dean Murray, the EVP for our Chemicals business, to engage with our shareholders.

Ladies and gents, we are pleased to report that the group has performed well in the first half of the 2026 financial year. In February, at the year-end results, the group articulated its 3 key focus pillars. And these are, firstly, leveraging the core strengths of the group, our mining and chemicals businesses; secondly, prioritizing the resilience of the businesses; and finally, enhancing the quality of our earnings. Across all 3

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