archTIS Limited (ARHLF) Q4 2026 Earnings Call Transcript

Kurt Mueffelmann
Chief Strategy Officer & US President

All right. Great. Why don’t we get going? Good morning, everybody, and thank you for joining us. I’m Kurt Mueffelmann, and I’m joined by our CEO, Daniel Lai. Today, we’ll be reviewing archTIS’ Fourth Quarter FY 2026 Results.

We really have 2 themes to find for this period. The Spirion acquisition has continued to fundamentally transform not only the shape of the scale of our business and the defense momentum that’s continuing to build on both sides of the Pacific with the U.S. Department of Defense and the Australian Department of Defense, each taking significant steps forward with our technology. And as we move forward, the way that we can scale and continue to drive shareholder value moving the business forward.

So let’s talk — let’s push it over to Dan for some opening comments. Dan?

Chun Leung Lai
Founder, MD, CEO & Executive Director

Thanks very much, Kurt, and welcome, everybody, to the fourth quarter report for 2026. Before we begin, I want to address a couple of questions directly from shareholders, particularly around these 4 areas.

On the share price, we know it hasn’t reflected the business’ progress. And it’s just as frustrating for the Board, the executive and as well as institutional and retail base of shareholders. The small cap liquidity and uncertainty around the timing of the U.S. DoD outcome have weighed heavily on the company and the expectations in the market. But the catalysts for changing that are clear. Obviously, we need to convert the DoD negotiations into a single independent award. The other component of that is making sure that we guide