Redox Limited (RDXLF) Shareholder/Analyst Call Transcript

Ian Campbell

Well, good morning, everybody. Thank you for stepping out for the AGM of Redox and welcome. My name is Ian Campbell, I’m the Chair of the company and have been since the company floated in 2023 and very pleased to see you here today. Just after 11:00. So with that, I’ll inform the Company Secretary that we’ve got a quorum present. Pleased to declare the meeting open.

As for the agenda, the format of the meeting will commence with a brief introduction of my fellow Board members and company representatives, then pass over to CEO Raimond, to provide an overview of the company. and we’ll progress to the formal business of the meeting, allowing time for questions on the way through.

Introductions. We’ve got here Raimond Coneliano, the Managing Director and CEO; Renato, beside him, the Executive Director and Marketing Manager; Mary, the incoming Chair and Non-Exec Director; Garry Wayling, a Non-Executive Director; and we’ve got my friend, the CFO or sometime friend, Kim Yap; and Company Secretary, Erika, of course; and Sheila online. And Sheila is the new Director and we’ll say hello to Sheila, wherever you are.

Just a few comments on my role as the Chair. This has all been sent to the ASX already, but I will just go through it. So everybody is fully aware of what I was saying. It has been another strong year for Redox with the company achieving record revenue and strong profitability despite the subdued operating environment. Sales revenue growth was primarily organic and volume-based as higher replacement prices only started to be felt during Q4. Gross profit margins