The a2 Milk Company Limited (OTCPK:ACOPF) Q4 2025 Earnings Conference Call August 17, 2025 7:00 PM ET
Company Participants
David Muscat – Chief Financial Officer
David L. Bortolussi – MD, CEO & Director
Yohan Senaratne – Managing Director of International
Conference Call Participants
Adrian Allbon – Jarden Limited, Research Division
Josephine Forde – BofA Securities, Research Division
Julia M de Sterke – Morgan Stanley, Research Division
Marcus Curley – UBS Investment Bank, Research Division
Matt Montgomerie – Forsyth Barr Group Ltd., Research Division
Phillip Kimber – E&P, Research Division
Richard Barwick – CLSA Limited, Research Division
Sam Teeger – Citigroup Inc., Research Division
Stephen Ridgewell – Craigs Investment Partners Limited, Research Division
Thomas Kierath – Barrenjoey Markets Pty Limited, Research Division
David L. Bortolussi
Good morning, everyone, and thank you for joining us today. My name is David Bortolussi. I’m the Managing Director and CEO of The a2 Milk Company. Today, I’m joined on the call by our CFO, Dave Muscat; and our business unit leaders, Kevin Bush, Eleanor Khor, Li Xiao and Yohan Senaratne.
As you will have seen from this morning’s announcement, we have a lot to cover on today’s call. In terms of format, Dave and I will provide an overview of the company’s FY ’25 results. We will then move on to our supply chain transformation update and finish with our FY ’26 outlook and capital management update, incorporating the transaction impacts.
In the interest of time, we won’t present our regional and product performance as we normally do, which is a shame as there are so many great achievements during the year that the team would like to share with you, but our business unit leaders are on the call to discuss any questions you may have in Q&A at the end.
Starting on Slide
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