惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

G
Google Developers Blog
酷 壳 – CoolShell
酷 壳 – CoolShell
量子位
C
Check Point Blog
B
Blog RSS Feed
Y
Y Combinator Blog
Cyber Security Advisories - MS-ISAC
Cyber Security Advisories - MS-ISAC
A
About on SuperTechFans
Microsoft Azure Blog
Microsoft Azure Blog
博客园 - 聂微东
阮一峰的网络日志
阮一峰的网络日志
人人都是产品经理
人人都是产品经理
小众软件
小众软件
Last Week in AI
Last Week in AI
博客园 - 【当耐特】
GbyAI
GbyAI
The Cloudflare Blog
博客园 - 叶小钗
S
SegmentFault 最新的问题
博客园 - Franky
Engineering at Meta
Engineering at Meta
F
Fortinet All Blogs
B
Blog
Jina AI
Jina AI

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
Orica Limited (OCLDY) Q2 2026 Earnings Call Transcript
2026-05-07 · via All Articles on Seeking Alpha

Orica Limited (OCLDY) Q2 2026 Earnings Call May 6, 2026 9:00 PM EDT

Company Participants

Natalie Worley
Sanjeev Kumar Gandhi - MD, CEO & Executive Director
James Crough - Chief Financial Officer

Conference Call Participants

Niraj-Samip Shah - Goldman Sachs Group, Inc., Research Division
John Purtell - Macquarie Research
Daniel Kang - CLSA Limited, Research Division
Lee Power - JPMorgan Chase & Co, Research Division
Ramoun Lazar - Jefferies LLC, Research Division
Jakob Cakarnis - Jarden Australia Pty Limited, Research Division
Mark Wilson - RBC Capital Markets, Research Division
Samuel Seow - Citigroup Inc., Research Division
Harry Saunders - E&P, Research Division
Brook Campbell-Crawford - Barrenjoey Markets Pty Limited, Research Division
Scott Ryall - Rimor Equity Research Pty Ltd
Nathan Reilly - UBS Investment Bank, Research Division

Presentation

Natalie Worley

Hello. Good morning, everyone, and thank you for joining us for Orica's First Half 2026 Results Presentation. My name is Natalie Worley. And joining me here today in Melbourne are Sanjeev Gandhi, Managing Director and CEO; and Jamie Crough, CFO. Both Sanjeev and Jamie will be presenting shortly before we move to Q&A. Before we start the presentation, I kindly ask you take a moment to read the disclaimer on Slide 2.

And with that, I'll pass over to Sanjeev. Thank you.

Sanjeev Kumar Gandhi
MD, CEO & Executive Director

Thank you, Natalie, and welcome all. Thank you all for joining the call. Let me start with our #1 priority, safety. We are, at Orica deeply saddened by the fatal vehicle-related incident involving one of our colleagues in North America in late November 2025. Our thoughts and deepest condolences continue to be with their family, friends and colleagues. We have now completed a full investigation and are implementing critical learnings across our organization that such events do not happen again.

Our people are the foundation of our company. We remain absolutely committed