Skellerup Holdings Ltd (OTCPK:SKLUY)

Half Year 2026 Skellerup Holdings Ltd Earnings Call Transcript

Feb 11, 2026 / 09:00 PM GMT

Release Date Price: $29.7

Transcript

Key Points

Positve

Skellerup Holdings Ltd (NZSE:SKL) reported record revenue, operating earnings, net profit after tax, and cash flow for the first half of FY26.
The company achieved a 16% increase in EBIT and a 20% increase in net profit after tax compared to the prior comparative period.
The interim dividend was increased to $0.10, up 11% from the prior comparative period.
The industrial division saw strong growth in potable water and wastewater applications, particularly in the US market.
The agri division experienced significant growth, with a 21% increase in revenue driven by strong demand for dairy products and new product introductions.

Negative

Geopolitical uncertainty persists, making forecasting difficult for Skellerup Holdings Ltd (NZSE:SKL).
The automotive sector faced weaker demand in the European market, impacting the industrial division.
Health and hygiene sales were negatively affected by a key customer's production pause.
The company faces ongoing challenges from US trade tariffs, with an estimated impact of $1 million in the first half.
Increases in raw material costs and lower overhead recoveries impacted margins in the footwear group.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SKL.NZ - Skellerup Holdings Ltd
Half Year 2026 Skellerup Holdings Ltd Earnings Call
Feb 11, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Yeah It's nothing.

Alright, good morning, everyone. Close enough to 10 o'clock, so we'll get underway. Thanks for joining us for this presentation on Scalar Up's first half, FY26 results. For those of you that don't know, I'm Graham Leeming, the CEO, and with me is Tim Reynolds, our CFO.

It's pretty normal, Tim and I will provide an overview of our business, and then we'll take questions at the conclusion of the presentation.

Please do keep your microphones on mute until we get to questions.

Okay.

I think we're good again. We might have just temporarily moved into mute mode there. We'll move to slide 2.

And as reported earlier today, I'm very pleased to report record

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