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SECURE Waste Infrastructure (SES) investor relations material
SECURE Waste Infrastructure AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting opened with a welcome to shareholders and guests, with voting conducted via proxy and live conference call format.
Shareholders were informed that questions could be submitted and would be addressed at the end of the formal meeting.
The agenda included review of financial statements, election of directors, appointment of auditors, and an advisory vote on executive compensation.
Financial performance review
First quarter of 2026 reported as strong, with solid execution across all business units and capital structure optimization.
Board and executive committee updates
Board size set at eight members, with all nominated directors elected to serve for the ensuing year.
No additional nominations were received in accordance with bylaws.
- Definitive acquisition at 23% premium; Q1 2026 EBITDA up 13% to $137M.SES
Q1 20261 May 2026 - Solid Q2 results, recurring cash flows, and 2025 guidance maintained amid metals headwinds.SES
Q2 202522 Apr 2026 - Strong Q1, higher per-share EBITDA, major buybacks, and increased growth capital amid volatility.SES
Q1 202522 Apr 2026 - Q3 2025 adjusted EBITDA up 17% per share; 2025 guidance set at $500 million, 80% recurring cash flows.SES
Q3 202522 Apr 2026 - Acquisition expands scale, delivers synergies, and accelerates growth with low integration risk.SES
M&A announcement20 Apr 2026 - 2025 adjusted EBITDA hit $501M; 2026 guidance is $520–$550M with a 5% dividend hike.SES
Q4 202520 Feb 2026 - Raised 2024 Adjusted EBITDA guidance and strong buybacks drive robust per-share growth.SES
Q2 20242 Feb 2026 - Shareholders approved a name change to Secure Waste Infrastructure Corp with no opposition.SES
AGM 202418 Jan 2026 - Q3 2024 saw $127M EBITDA, 100% net income growth, and strong buybacks amid robust demand.SES
Q3 202417 Jan 2026
Next SECURE Waste Infrastructure earnings date
Next SECURE Waste Infrastructure earnings date
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