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Schaeffler AG (SFFLY) Shareholder/Analyst Call Transcript

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Home » Renishaw plc (RNSHF) Q4 2026 Earnings Call Transcript
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Renishaw plc (RNSHF) Q4 2026 Earnings Call Transcript

thebusinesstimes.co.ukBy thebusinesstimes.co.uk23 September 20262 Views
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William Lee
CEO & Director

Right. I have the thumbs up from the back. So, we’re good to go. So, welcome, everyone, to our full year results presentation for 2026. I am going to go through on strategy and outlook after John, our Chief Financial Officer, has given an update on the financial results for the year. Clearly, it’s been an excellent year for us. And I just wanted to go through some of the highlights though, before handing over to John. So great progress, revenue and profit growth in all areas. Now clearly, the headline driver and star there has been the investment triggered by AI going into semicon investment.

For me, most pleasing though is the progress that we’ve made in our portfolio of emerging businesses, and we’ll touch more on that later. We remain very well positioned in a range of attractive markets. And I really think we’re making the most of that opportunity with our innovation-led strategy, important new products that we’ve released that are really going well and more coming through. And again, I will touch more on this later.

We are investing. We have been investing in capacity. This is targeted to meet the needs and the demands that we are seeing. We are doing this very cognizant of the fact that we operate in cyclical industries, particularly that semiconductor one, of making sure that we invest in

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