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Ansell Restricted (ANSLF) Q2 2025 Earnings Name Transcript


Ansell Limited (OTCPK:ANSLF) Q2 2025 Results Conference Call February 9, 2025 5:00 PM ET

Company Participants

Neil Salmon – Chief Executive Officer
Zubair Javeed – Chief Financial Officer

Conference Call Participants

David Low – JPMorgan
Craig Wong-Pan – RBC
Saul Hadassin – Barrenjoey
Andrew Paine – CLSA
Vanessa Thomson – Jefferies
Laura Sutcliffe – UBS
Dan Next – MST Marquee

Operator

Thank you for standing by, and welcome to the Ansell Limited FY ’25 Half Year Results Call. (Operator Instructions)

I would now like to hand the conference over to Mr. Neil Salmon, CEO. Please go ahead.

Neil Salmon

Thank you, and thank you to all of you for your continued interest in Ansell as we update you on our progress over the last 6 months. And let me begin with a slide that summarizes the content we’ll cover today and also what I hope you will find are the key takeaways from our current performance as a business.

Firstly, in terms of performance overview, and I’m very satisfied to report double-digit top and bottom line growth, and that’s come as a result of meeting or exceeding all our FY ’25 first half year performance objectives. Significant as part of that, our results from the 2 major investments we’ve made: The acquisition of the KBU and our productivity program. Both those are on or ahead of the goals that we previously communicated to you. Also significant to the result is our continued focus on what we consider to be our drivers of long-term growth and sustainability, and I’ll outline how we continue to invest behind those.

I’ll then hand over to Zubair, who will summarize how that comes together in a strong financial performance and also an increasing balance sheet flexibility, all of which gives me confidence today to increase our overall



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