Q4 2025 Omni-Lite Industries Canada Inc Earnings Call

April 30, 2026

Speaker #1: All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number 1 on your telephone keypad.

Speaker #1: I would now like to turn the conference over to Amy Vetrano-Palmer, CFO, the floor is yours.

Speaker #2: Thank you. Good afternoon and thank you for joining us. With me today is our interim chief executive officer, David Robbins, and board director, Alex Ryzhikov.

Speaker #2: Our call is being recorded and will be available for playback. The details of which were in our press release issued yesterday. The purpose of this call is to provide an update on Omni-Lite's financial performance and operation as we filed our year-end 2025 results.

Speaker #2: After the remarks, we will open the call up for Q&A. If you have not received or seen a copy of the press release which we issued yesterday morning, you can find it on our website at www.omni-light.com or email at d.robbins@omnilight.com to request a copy.

Speaker #2: Before we get started, I would like to remind you that today's discussion will or may include forward-looking statements, including information regarding Omni-Lite's performance based on our views of the company, business, and the environments in which they operate, our future plans, objectives, business prospects, and anticipated financial performance.

Speaker #2: These forward-looking statements are subject to future risks and uncertainties that could cause our actual results or performance to differ materially. We are also mindful of the risks and impacts and changes to the health of the general economy, including the effects on the US financial market, US global commercial aerospace markets, the US Department of Defense budgets, all forward-looking statements should be considered in conjunction with the cautionary statements issued in our press release and the risk factors included in Omni-Lite's CDAR filings.

Speaker #2: The company disclaims any obligation to update any forward-looking statements that may be discussed during this call. I'd also like to mention that in addition to reported financial results in accordance with international financial reporting standards or IFRS, during our call we may also discuss or reference non-IFRS financial measures, specifically adjusted EBITDA, and free cash flow.

Speaker #2: A reconciliation of these non-IFRS metrics, if applicable, is included in our CDAR filings and press releases. Lastly, and last noted, any reference or discussion of our financial results or metrics are in US dollar.

Speaker #2: I would like now to turn the call over to Dave. Dave?

Speaker #3: Thanks, Amy. Good afternoon, everyone, and thanks for joining us. I'd like to make a few comments about our fourth quarter 2025 performance. Followed by comments on current business.

Speaker #3: Fourth quarter 2025 revenue of $4.1 million was an increase of 18% compared to the prior year fourth quarter. For fiscal 2025, revenue of $14.9 million was down 6% compared to FY 2024.

Speaker #3: The adjusted EBITDA on the quarter came in at $61,000, representing a disappointing 1.5% margin. The week-quarterly performance resulting from operating issues at the Cerrillo's facility, which has since been resolved.

Speaker #3: As well as shipments at Monzite and DPCAS falling into Q1. Adjusted EBITDA for the FY 2025 was approximately $890,000, which again is a disappointment compared to 2024.

Speaker #3: Bookings for the fourth quarter of $5.5 million, however, resulting in a backlog of $8.8 million is a record for the company. Monzite bookings in the quarter were particularly strong driven by largely by reorders for electronic components, used on Eurofighter and a mobile ground-based missile and drone tracking radar program.

Speaker #3: The strong bookings trend outlook and pipeline for fasteners and electronics continues into 2026. With that, I'd like to turn the call over to Amy.

Speaker #3: Amy?

Speaker #2: Thanks, Dave. Dave has addressed our revenue and outlook, so I'd like to take a few minutes to comment regards to cash. Adjusted free cash flow defined as free cash flow from operations minus capital expenditures was a source of approximately $451,000 in the quarter as compared to a source of $248,000 in the prior year.

Speaker #2: Year-to-date free cash flow was a source of $1.1 million, which was down compared to 2024 of $1.8 million. We did use approximately $55,000 of CapEx improvements during the year.

Speaker #2: We also acquired electronic components or ECOMP with an acquisition net cost cash usage of $272,000. We finished the year with over $2.8 million in cash and no debt, which is a slight decrease over 2024.

Speaker #2: I would like to now turn the call over to Alex. Alex?

Speaker #4: Thank you, Amy. Before we move to Q&A, I'd like to take a moment on behalf of the board to thank Dave for his leadership and contributions since becoming CEO of Omni-Lite in 2018.

Speaker #4: As we have previously announced, once we retain a full-time CEO, Dave will turn his focus to our Monzite business. We see significant potential there, and I'm excited to see the progress Dave can make as he dedicates his full attention to realizing that opportunity.

Speaker #4: With that, Morgan, we're now ready to open the call for questions.

Speaker #5: Thank you. We will now begin the question-and-answer session. If you would like to ask a question, please press star, then the number one, on your telephone keypad to raise your hand and join the queue.

Speaker #5: If you would like to star one again. Your first question comes from Rukan Duggal with Shender. Your line is open.

Speaker #6: Hi, Dave. Hi, Alex. Hi, Amy.

Speaker #3: Hi, hello.

Speaker #4: Hi, Rukan.

Speaker #6: Dave, you're moving to a president of Monzite. Which tells us that you think that there's growth opportunity there. Can you tell us what pieces you need to put in place to generate much higher profitable revenue growth at Monzite?

Speaker #3: Pieces to put in place. Well, we are currently operating at a pretty high margin. We expect the backlog at Monzite is high, and as I mentioned on this call, that the bookings forecast we're expecting in have already received a lot of strong demands.

Speaker #3: So that's the thing that needs to put in place is the orders to come through, but we've got a pretty big backlog, so it's falling into place.

Speaker #3: With the orders coming through and a high expectation for a strong book-to-bill in 2026. That's the single biggest driver. As well as the rest of the rest of the company, specifically its backlog-driven.

Speaker #3: If backlog's up, the orders and the profitability follow.

Speaker #1: Welcome to the conference.

Operator: Welcome to the conference. Thank you for holding. Can I have the name of your conference?

Speaker #2: Thanks for holding. Can I have the name of your conference?

Speaker #6: Thanks, Dave. That's helpful. And just to put some numbers around that, should we expect Monzite's performance in 2026 to look more like 2024 or look more like 2025?

David Brown: Hello.

Speaker #3: Hello.

Operator: Hello. Can I have the name of your conference?

Speaker #2: Can I have the name of your conference? Sorry, do you have the conference ID for that? one moment. Sorry, what's the conference again? Omni-Lite Industries.

David Brown: Sure. This is for Omni-Lite Industries, please.

Operator: Sorry, do you have the conference ID for that?

Speaker #6: And I guess if you could split it out, how much of the $8.8 million backlog sits in Monzite?

David Brown: Let me check. I do not. It's O-M-N-I dash Lite, L-I-T-E.

Speaker #3: Well, probably not prepared at this moment to have an exact number for you, but it's a healthy proportion of the backlog is Monzite. I'm glad in a way that you referenced 2024.

Operator: One moment.

David Brown: Sure.

Operator: Sorry, what's the conference again?

David Brown: O-M-N-I dash L-I-T-E, Omni-Lite.

Speaker #3: So if you look at the progression of revenue from '24 to '25, now to expectations in '26, there was a lot of, I would call, front-end loading of revenue in 2024 for Monzite.

Operator: Oh, Omni-Lite Industries.

David Brown: Correct. Yeah.

Speaker #2: One moment. All right. Can I have your first and last name spelling, please? All right. And what company are you with? All right. I'll transfer you in.

Operator: One moment.

David Brown: Sure.

Operator: All right. Can I have your first and last name and spelling, please?

Speaker #3: Prior to the election, prior to changes in administration, and there was some delays in orders in 2025, which you don't get the order; you can't deliver.

Speaker #3: So strong bookings for three successive quarters, four successive quarters, at Monzite, and then my talking about expectations in 2026 for that to continue points towards more like 2024.

David Brown: Sure. First name, David. D-A-V-I-D. Last name, Brown. B-R-O-W-N, like the color.

Operator: All right. What company are you with?

David Brown: I'm with Aiera. A-I-E-R-A.

Speaker #3: But not as a more driven with continued need and not maybe a front-end loading a little bit that happened in '24. The reason I mention drone programs and missile programs is that they have a lot of legs.

Operator: All right. I'll transfer you in. Goodbye.

Speaker #2: Goodbye.

David Brown: Thank you. Goodbye.

Speaker #3: And, there were some delays in orders in 2025. When you don't get the order, you can't—you know, you can't deliver. So, strong bookings.

David Brown: There were some delays in orders in 2025, which you don't get the order, you can't deliver. Strong bookings for 3 successive quarters, 4 successive quarters at Monzite. My talking about expectations in 2026 for that to continue points towards more like 2024, but not as a more driven with continued need and not maybe a front-end loading a little bit that happened in 2024. The reason I mention drone programs and missile programs is that they have a lot of legs. They're very evident today in today's world. So it's a good positioning that we feel in those programs.

Dave Robbins: There were some delays in orders in 2025, which you don't get the order, you can't deliver. Strong bookings for three successive quarters, four successive quarters at Monzite. My talking about expectations in 2026 for that to continue points towards more like 2024, but not as a more driven with continued need and not maybe a front-end loading a little bit that happened in 2024. The reason I mention drone programs and missile programs is that they have a lot of legs. They're very evident today in today's world. So it's a good positioning that we feel in those programs.

Speaker #3: For three successive quarters, four successive quarters, at Monzite, and then my talking about ex-expectations in 2026 for that to continue, you know, points towards, you know, a 20, more like 2024.

Speaker #3: They're very evident today in today's world. So it's a good positioning. That we feel in those programs.

Speaker #3: But, but not as a, you know, as a con more driven with continued need and not maybe a front-end loading a little bit that, that happened in '24.

Speaker #6: Thanks, Dave. That's helpful. And I just had a question for Alex as well. Alex, if we move from Monzite and we look at some of the other business units, I was trying to get a sense of sort of the growth levers at the other business units.

Speaker #3: I, you know, I the reason I mention I mention drone programs and missile programs is, is, is that they have they have a lot of legs.

Speaker #6: So Q4 results showed sort of organic growth in fasteners and castings, and you've renegotiated pricing at DPCast. So what pieces do you need to put in place to generate much higher profitable revenue growth at forging, fasteners, at DPCast, and even ECOM?

Speaker #3: They're, they're very evident today in, in today's world. so it's a good it's a good positioning. that we feel in those programs.

Speaker #2: Thanks, Dave. That's, that's helpful. And I just had a, a question for Alex as well. Alex, if, if we move from Monzite and, we look at some of the other business units, I was trying to get a sense of, sort of the, the growth levers at, at the other business units.

[Analyst]: Thanks, Dave. That's helpful. I just had a question for Alex as well. Alex, if we move from Monzite and we look at some of the other business units, I was trying to get a sense of, sort of the growth levers at the other business units. Q4 results showed sort of organic growth in fasteners and castings, and you've renegotiated pricing at DP Cast. What pieces do you need to put in place to generate much higher profitable revenue growth at, you know, forging fasteners at DP Cast and even eComp?

Speaker #3: Well, and maybe I'll touch on DPCast first. I think in the past, we talked about the meaningful contract that was renegotiated and pricing there.

Speaker #2: So Q4 results showed sort of organic growth in fasteners and castings and you've renegotiated pricing at DPCast. So what pieces do you need to put in place?

Speaker #3: Inherently, DP is a lumpy business. So I would say on quarterly basis, occasionally you will not see the full benefit of this new pricing translated into better results.

Speaker #2: to generate much higher profitable revenue growth that, you know, forging fasteners at DPCast and, and even ECOMP?

Speaker #3: But I would say if you look at 2026, we still continue to expect significant improvement in DPCast. I think Cerritos would address the operational issues that we saw in the quarter.

Speaker #3: Well, and maybe I'll touch on, DPCast first. I think in the past we talked about the meaningful, you know, contract that was, renegotiated and pricing there.

[Company Representative] (Omni-Lite Industries): Well, maybe I'll touch on DP Cast first. I think in the past we talked about the meaningful, you know, contract that was renegotiated and priced in there. You know, inherently DP is a lumpy business. I would say on quarterly basis, occasionally you will not see the full benefit of this new pricing translated into better results. I would say if you look at 2026, we still continue to expect significant improvement in DP Cast. I think Ceritas, we addressed the operational issues that we saw in the quarter. We stated those have been addressed. You should expect sequentially to see improvement in that business.

Alex Ryzhikov: Well, maybe I'll touch on DP Cast first. I think in the past we talked about the meaningful, you know, contract that was renegotiated and priced in there. You know, inherently DP is a lumpy business. I would say on quarterly basis, occasionally you will not see the full benefit of this new pricing translated into better results. I would say if you look at 2026, we still continue to expect significant improvement in DP Cast. I think Ceritas, we addressed the operational issues that we saw in the quarter. We stated those have been addressed. You should expect sequentially to see improvement in that business.

Speaker #3: We stated those have been addressed. And so you should expect sequentially to see improvement in that business. I think as in any business, you do need increased demand, and I would say you can see that in terms of underlying ad markets that the demand remains healthy.

Speaker #3: you know, inherently DP is a lumpy business. So I would say on quarterly basis, occasionally you will not see the full benefit, of this new pricing translated into better results.

Speaker #3: But I would say if you look at 2020-6, we still continue to expect significant improvement, in DPCast. I think Cerritos, we addressed the operational issues that we saw in the quarter.

Speaker #3: There are some additional resources that we've already brought to both DP and Cerritos that we're expected to translate into improved operating results, not necessarily immediately, but over time.

Speaker #3: We stated those have been addressed. And so, you should expect sequentially to see improvement in that business. I think as in any business, you do need you know, increased demand and, you know, I would say you can see that in terms of underlying ad markets that the demand remains healthy.

Speaker #3: So I would say those are initial elements. And obviously, as we look for full-time CEO, that's going to be a large part of their responsibility as well.

[Company Representative] (Omni-Lite Industries): I think as in any business, you do need, you know, increased demand and, you know, I would say you can see that in terms of underlying end markets that the demand remains healthy. There are some additional resources that we've already brought to both DP and Ceritas that we expect to translate into improved operating results, not necessarily, you know, immediately, but over time. I would say those are initial elements and obviously, you know, as we, you know, look for a full-time CEO, that's gonna be a large part of their responsibility as well, in finding the right resources to grow both of those assets where I think the growth potential, you know, is significant. That's how I describe it now. For eComp, I'll let David comment on that.

Alex Ryzhikov: I think as in any business, you do need, you know, increased demand and, you know, I would say you can see that in terms of underlying end markets that the demand remains healthy. There are some additional resources that we've already brought to both DP and Ceritas that we expect to translate into improved operating results, not necessarily, you know, immediately, but over time.

Speaker #3: In finding the right resources to grow both of those assets, where I think the growth potential is significant. So that's how I would describe it now.

Speaker #3: there are some additional resources that we've already brought to both, DP and Cerritos that we're expected to translate into improved operating results, not necessarily, you know, immediately, but over time.

Speaker #3: And for ECOM, I'll let Dave comment on that.

Speaker #5: Yeah. Specifically with ECOM, it's a very targeted program-by-program. The investment thesis there was that they had a position, ECOM had a position as a qualified supplier at several divisions of General Dynamics and at Raytheon.

Speaker #3: so I would say those are initial elements. And obviously, you know, as we you know, look for full-time CEO, that's gonna be a large part of their responsibility as well.

Alex Ryzhikov: I would say those are initial elements and obviously, you know, as we, you know, look for a full-time CEO, that's gonna be a large part of their responsibility as well, in finding the right resources to grow both of those assets where I think the growth potential, you know, is significant. That's how I describe it now. For eComp, I'll let Dave comment on that.

Speaker #5: And we're looking to leverage that on a program basis. We've made announcements about opportunities on a couple of particular programs, one including AEGIS, which is a named program that has a lot of future.

Speaker #3: in finding the right resources to grow both of those assets, where I think the growth potential, you know, is, is significant. So that's how I'd describe it now.

Speaker #3: And, for ECOMP, I'll, I'll let Dave comment on that.

Speaker #4: Yeah. Specifically with ECOMP, it's a very targeted, program-by-program— you know, the investment thesis there was that they had a position. ECOMP had a position as a quasi-qualified supplier at several divisions of General Dynamics and at Raytheon.

David Brown: Yeah. Specifically with eComp, it's a very targeted program by program. You know, the investment thesis there was that they had a position, eComp had a position, quasi-qualified supplier at several divisions of General Dynamics and at Raytheon. We're looking to leverage that on a program basis. We've made announcements about opportunities on couple of particular programs, one including Aegis, which, you know, is a named program that has a lot of future. You know, as largely a sales organization, marketing, it's all about, you know, being on the right, you know, being on the right, as an approved supplier on the right programs. We're well-positioned there, just by the nature of approval and ability to support, you know, these key programs.

Dave Robbins: Yeah. Specifically with eComp, it's a very targeted program by program. You know, the investment thesis there was that they had a position, eComp had a position, quasi-qualified supplier at several divisions of General Dynamics and at Raytheon. We're looking to leverage that on a program basis.

Speaker #5: So as largely a sales organization, marketing, it's all about being in the right being on the right as an approved supplier on the right programs and so we're well positioned there.

Speaker #4: And, we're looking to leverage that on a program basis. I've we've made announcements, about opportunities on a couple, couple of particular programs: one including AEGIS, in which, you know, is a named program that has, has a lot of future.

Speaker #5: Just by the nature of approval and ability to support these key programs.

Dave Robbins: We've made announcements about opportunities on couple of particular programs, one including Aegis, which, you know, is a named program that has a lot of future. You know, as largely a sales organization, marketing, it's all about, you know, being on the right, you know, being on the right, as an approved supplier on the right programs. We're well-positioned there, just by the nature of approval and ability to support, you know, these key programs.

Speaker #6: That's perfect. Thanks very much, Dave. And one last one for me, and then I'll release the floor. So Alex, you've retained an executive search firm for the CEO role to lead the next chapter of growth here.

Speaker #4: So, you know, a-as, as, as largely a sales organization, marketing, it's all about, you know, be-being in the right, you know, being in, in on the right, as an approved supplier on the right programs.

Speaker #6: Can you give us a sense of the profile that you're looking for? Is this someone with M&A and roll-up experience? And can you give us a sense of where you are in the process?

Speaker #4: And so we're well positioned there, just by the nature of approval and ability to support, you know, these key programs.

Speaker #6: Do you expect to have someone seated by a particular point this year?

Speaker #2: That's perfect. Thanks, thanks very much, David. And one last one for me, and, and, and then I'll, I'll, I'll, release the floor. so Alex, you've retained an executive search firm for the CEO role to lead the next chapter, of Growth here.

[Analyst]: That's perfect. Thanks very much, David. One last one for me and then I'll release the floor. Alex, you've retained an executive search firm for the CEO role to lead the next chapter of Growth here. Can you give us a sense of, you know, the profile that you're looking for? Is this someone with M&A and roll-up experience? Can you give a sense of where you are in the process? Do you expect to have someone seated by a particular point this year?

Speaker #3: So if I had to distill it, I would say we're looking for a really strong operator. About everything else. We believe our metalworking businesses that you referenced, the BM Cerritos, have significantly higher earning potential than what we've demonstrated historically.

Speaker #2: Can you give us a sense of—you know—the profile that you're looking for? Is this someone with M&A and roll-up experience? And can you give us a sense of where you are in the process?

Speaker #3: So we want someone who knows what great looks like and can drive organizations to that level. We don't have a specific timeline. We're not in a rush.

Speaker #2: do you expect to have someone seated by a predic a particular point, this year?

Speaker #3: As a mentioned in my remarks, to your earlier questions, we have already brought additional resources to assist DPCast and Cerritos. So the business is moving forward as we're conducting the search process.

[Company Representative] (Omni-Lite Industries): If I had to distill it, I would say we're looking for a really strong operator above everything else. We believe our metal working businesses that you referenced, DP and Ceritas, have significantly higher earning potential than what we've demonstrated historically. We want someone who knows what great looks like and can drive organization to that level. You know, we don't have a specific timeline. We're not in a rush. As I mentioned in my remarks to your earlier questions, we have already brought additional resources to assist DP Cast and Ceritas. The business is moving forward as we are conducting the search process, and our objective is to find the right person for that next leg of transformation. No specific dates set. We'll take our time, but we're not just sitting around waiting.

Speaker #3: so if I had to distill it, I would say we're looking for a really strong operator. about everything else. We believe our metalworking businesses that you referenced, DP and Cerritos, have significantly higher earning potential than what we've demonstrated historically.

Alex Ryzhikov: If I had to distill it, I would say we're looking for a really strong operator above everything else. We believe our metal working businesses that you referenced, DP and Ceritas, have significantly higher earning potential than what we've demonstrated historically. We want someone who knows what great looks like and can drive organization to that level. You know, we don't have a specific timeline. We're not in a rush. As I mentioned in my remarks to your earlier questions, we have already brought additional resources to assist DP Cast and Ceritas. The business is moving forward as we are conducting the search process, and our objective is to find the right person for that next leg of transformation. No specific dates set. We'll take our time, but we're not just sitting around waiting.

Speaker #3: And our objective is to find the right person for that next leg of transformation. So no specific dates set. We'll take our time, but we're not just sitting around waiting.

Speaker #3: So we want someone who knows what great looks like and can drive organization to that level. you know, we don't have a specific timeline.

Speaker #3: We're putting pieces in place as we search for full-time CEO.

Speaker #3: We're not in a rush. as a mentioned in my remarks, it's, it's to your earlier questions, we have already brought additional resources to assist, DPCast and Cerritos.

Speaker #6: Thanks very much, Alex. That's all my questions. Thank you.

Speaker #3: Thanks.

Speaker #7: One again, if you would like to ask a question at this time, please press star, then the number one, on your telephone keypad to join the queue.

Speaker #3: So the business is moving forward as we are conducting the search process. And our objective is to find the right person for that next leg of transformation.

Speaker #7: Your next question comes from Manny Kramer, a private investor. Your line is open.

Speaker #3: So no specific date set. we'll take our time, but we're not just sitting around waiting. We're, you know, we're putting pieces in place, as we search for full-time CEO.

Speaker #6: Yeah. Dave, can you answer? How does the oil price rise affect you? And can you do something to increase your sales price due to the cost of oil getting higher?

[Company Representative] (Omni-Lite Industries): We're, you know, we're putting pieces in place, as we search for a full-time CEO.

Alex Ryzhikov: We're, you know, we're putting pieces in place, as we search for a full-time CEO.

Speaker #2: Thanks very much, Alex. That's, those are all my questions. Thank you.

[Analyst]: Thanks very much, Alex. Those are all my questions. Thank you.

Speaker #3: Thanks.

[Company Representative] (Omni-Lite Industries): Thanks.

Alex Ryzhikov: Thanks.

Speaker #5: One sec. Once again, if you would like to ask a question at this time, please press star, then the number one on your telephone keypad to join the queue.

Operator: Your next question comes from Manny Kramer, a private investor.

Speaker #3: Well, energy probably has the biggest impact at our DPCast facility. Energy isn't a big part of well, maybe a bit at in our fastener production too.

Speaker #5: Your next question comes from Manny Kramer, a private investor. Your line is open.

Operator: Your next question comes from Manny Kramer, a private investor.

Speaker #6: Yeah. and, and Dave, can you answer, how does the oil price rise affect you? And can you do something to increase, your co your sales price due to the cost of oil getting higher?

Manny Kramer: Yes. Rob and David Brown, can you answer, how does the oil price rise affect you? Can you do something to increase your sales price due to the cost of oil getting higher?

Speaker #3: But well, it's not a huge part of our business. We're a pretty efficient operators. But having said that, on your pricing, we are looking to given our positioning with our customers, that generally, if we're not sole source, we're a small one of two or one of three sources.

Speaker #4: Well, e-energy you know, probably has the biggest impact, you know, at our DPCast facility. Energy isn't a big a big part of, well, maybe, maybe a, a bit at in our s in our fastener production too.

David Brown: Well, e-energy, you know, probably has the biggest impact, you know, at our DP Cast facility. Energy isn't a big part of. Well, maybe a bit at, in our in our fastener production too. Really it's not a huge, you know, a part of our business. We're pretty efficient operators. Having said that, on your pricing, you know, we are looking to, you know, given our positioning with our customers that our, you know, generally if we're not sole source, we're a small one of two or one of three sources.

Dave Robbins: Well, e-energy, you know, probably has the biggest impact, you know, at our DP Cast facility. Energy isn't a big part of. Well, maybe a bit at, in our in our fastener production too. Really it's not a huge, you know, a part of our business. We're pretty efficient operators. Having said that, on your pricing, you know, we are looking to, you know, given our positioning with our customers that our, you know, generally if we're not sole source, we're a small one of two or one of three sources.

Speaker #3: So we're looking to try in this environment where costs are rising everywhere, whether it's the price of gold, whether it's the price of material, we're looking to at least extract our value that we're bringing.

Speaker #4: But well, it's not it's not a huge you know, a, a part of, o-of our, business. we're a pretty efficient operators. But having said that, on your pricing, you know, we are looking to, you know, given given our our positioning with our customers, that, our you know, we generally, w-w if we're not sole source, we're, we're a, a small one of two or one of three sources.

Speaker #3: And in anticipation of higher costs of materials, reflecting that in our prices to our customers. So it's something we've particularly spent a lot of time but especially in light of these events in the last 90 days even, looking at again.

Speaker #4: So, you know, we're looking to try in this in this environment, where costs are are rising everywhere, whether it's the price of gold, whether it's the price of material, you know, we're looking to at least extract our value that we're bringing in, in anticipation of higher costs of, of materials.

David Brown: You know, we're looking to try in this, in this environment where costs are rising everywhere, whether it's the price of gold, whether it's the price of material, you know, we're looking to at least extract our value that we're bringing in anticipation of higher costs of materials, reflecting that in our prices to our customers. It's something we've particularly spent a lot of time, but especially in light of these events in the last 90 days even looking at again. You know, pricing is right up at the top of our agenda as we bid to our customers. Energy is just one of many. You know, prices of other commodities is another.

Dave Robbins: You know, we're looking to try in this, in this environment where costs are rising everywhere, whether it's the price of gold, whether it's the price of material, you know, we're looking to at least extract our value that we're bringing in anticipation of higher costs of materials, reflecting that in our prices to our customers. It's something we've particularly spent a lot of time, but especially in light of these events in the last 90 days even looking at again. You know, pricing is right up at the top of our agenda as we bid to our customers. Energy is just one of many. You know, prices of other commodities is another.

Speaker #3: But so pricing is right up at the top of our agenda as we bid to our customers and energy is just one of many.

Speaker #3: Prices of other commodities is another. Labor costs it's right in the mix.

Speaker #4: reflecting that in our in our in our prices to our customers. So it's something we've we've particularly spent a lot of time but, but, but especially in light of these events in the last 90 days even, looking at again.

Speaker #6: Also, are you doing anything about AI to reduce cost of labor?

Speaker #3: Yeah. There's pockets especially on the administration side of things. Sales help. We're incorporating some CRM tools that utilize AI to help us reach our customers and our footprint.

Speaker #4: But, so you know, pricing is, is right up at the top. Of our agenda as we as we b as we bid to our customers, and energy is just one of many.

Speaker #4: you know, prices of other commodities is another. labor, labor, costs it's right in the mix.

David Brown: Labor costs, it's right in the mix.

Dave Robbins: Labor costs, it's right in the mix.

Speaker #3: On the operational side, I can't really point to too much that we're doing there, but more on the front end and sales and admin side.

Speaker #6: Also, is a-any are you doing anything about AI to reduce cost of labor?

Manny Kramer: Also, are you doing anything about AI to reduce cost of labor?

Speaker #6: Okay. Thanks very much.

Speaker #4: You know, there's pockets e-e-especially on the administration side of things. sales help. We're, we're incorporating some CRM tools. That, utilize, AI to, to help us reach, reach our customers in our in our footprint.

David Brown: You know, there's pockets, especially on the administration side of things. Sales help, we're incorporating some CRM tools that utilize AI to help us reach our customers in our footprint. On the operational side, there I can't really point to too much that we're doing there, but more on the front end and sales and admin side.

Dave Robbins: You know, there's pockets, especially on the administration side of things. Sales help, we're incorporating some CRM tools that utilize AI to help us reach our customers in our footprint. On the operational side, there I can't really point to too much that we're doing there, but more on the front end and sales and admin side.

Speaker #7: That concludes our Q&A session. I will now turn the conference back over to Amy Vetrano-Palmer, CFO, for closing remarks.

Speaker #8: Thank you again, everyone, for joining us today. We look forward to hosting Q1 financial results here shortly. And thank you again. Bye-bye.

Speaker #4: o-on the operational side, there I can't really point to too much that we're doing there, but more, more on the front end and, sales and admin side.

Speaker #3: Bye.

Speaker #6: Okay. Thanks very much.

Manny Kramer: Okay. Thanks very much.

Speaker #5: That concludes our Q&A session. I will now turn the conference back over to Amy Petrono Palmer, CFO, for closing remarks.

Operator: That concludes our Q&A session. I will now turn the conference back over to Amy Vetrano-Palmer, CFO, for closing remarks.

Speaker #7: Thank you again, everyone, for joining us today. We look forward to, hosting Q1 Financial Results here shortly. And thank you again. Bye-bye.

Amy Vetrano-Palmer: Thank you again, everyone, for joining us today. We look forward to hosting Q1 financial results here shortly. Thank you again. Bye-bye.

Speaker #4: Bye.

Manny Kramer: Bye.

Dave Robbins: Bye.

Operator: This concludes today's call. Thank you for attending. You may now disconnect and have a wonderful rest of your day.

Q4 2025 Omni-Lite Industries Canada Inc Earnings Call

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