MindWalk Holdings Corp Q2 2026 Earnings Call Transcript - Thomson StreetEvents

MindWalk Holdings Corp Q2 2026 Earnings Call Transcript

MindWalk Holdings Corp Q2 2026 Earnings Call Transcript - Thomson StreetEvents
MindWalk Holdings Corp Q2 2026 Earnings Call Transcript
Published Dec 15, 2025
11 pages (6156 words) — Published Dec 15, 2025
Price US$ 54.00  |  Buy this Report Now

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Abstract:

Edited Transcript of HYFT.OQ earnings conference call or presentation 15-Dec-25 3:30pm GMT

  
Brief Excerpt:

...Thank you, Regina, and good morning, everyone. Before I discuss our quarter marked by strong financial performance, I want to frame where AI and biology stands today and how our strategy has built momentum over time. In the second quarter fiscal year 2026, that momentum translated into progress across our platform, internal programs and corporate structure, delivering 54% year-over-year revenue growth, a 94% increase in gross profit to $2.7 million, and an increase to 65% gross margin for continuing operations. Across pharma and biotech, AI now sits near the center of pipeline strategy and R&D planning. Recent surveys show AI in active use at scale with roughly 2/3 of life science professionals using AI in 2024, up from just over half the prior year and a large majority of pharma and biotech organizations applying AI in at least one development program. In parallel, data volumes continue to accelerate. Global data creation is estimated at roughly 180 zettabytes in 2025 with genomics among...

  
Report Type:

Transcript

Source:
Company:
MindWalk Holdings Corp
Ticker
HYFT.OQ
Time
3:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Swayampakula Ramakanth - H C Wainwright & Co LLC (Pre-Merger) - Analyst : Thank you. Good morning, Jennifer and Scott.


Question: Swayampakula Ramakanth - H C Wainwright & Co LLC (Pre-Merger) - Analyst : A few questions from me. The structured portfolio seems an interesting way to set up ring fences, around certain assets. But at the same time I have a couple of questions on that part. I know you'll give more details later, but at a high level. At this point, what can you tell investors why this is a great thing for current shareholders and what sort of protections would be placed so that current shareholders dilution would be prevented for them when they obviously the third-party is interested in specific programs.


Question: Swayampakula Ramakanth - H C Wainwright & Co LLC (Pre-Merger) - Analyst : Okay. Thanks for that. And then, in terms of -- so what sort of details would you be able to give us during the JP Morgan, investor conference date that you want -- what sort of details would we expect around this?


Question: Swayampakula Ramakanth - H C Wainwright & Co LLC (Pre-Merger) - Analyst : Okay, thanks for that. In terms of the operations itself, obviously your gross margin, expanded impressive -- impressively during the recent quarter. So what does it tell us in terms of, what sort of, projects you're taking upon, these days and also should we assume that the mid-sixties as the range for not only for the rest of the year but also in the next couple of years.


Question: Swayampakula Ramakanth - H C Wainwright & Co LLC (Pre-Merger) - Analyst : Okay, thanks for that. And then regarding the use of proceeds from the from the Netherlands divestiture of about $14 million or so. At a high level, where are you spending or where are you placing that money in terms of your AI projects or you were trying to develop your footprint within the US. How should we think where that spend -- where the spend is happening from --


Question: Swayampakula Ramakanth - H C Wainwright & Co LLC (Pre-Merger) - Analyst : Okay. One last question from me. Along with Scott, you also brought in Dr. Lynch. So what's the mandate, for Dr. Lynch and how should we think about, what sort of, the business development, projects that would be coming up from his desk?


Question: Swayampakula Ramakanth - H C Wainwright & Co LLC (Pre-Merger) - Analyst : Thank you. Thanks, Jennifer and Scott for taking all my questions. LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies. DECEMBER 15, 2025 / 3:30PM, HYFT.OQ - Q2 2026 MindWalk Holdings Corp Earnings Call


Question: Gary Purpura - Liberty Capital Investment Corporation - Analyst : Thank you for taking my call. And more a point of clarification, I read that your company, excuse me, has been buying back shares of stock which is great. But yet on November 15, you showed a potential public offering of $30 million worth of common stock. Is that the case, or could you give some clarification to that?


Question: Gary Purpura - Liberty Capital Investment Corporation - Analyst : Thank you very much.

Table Of Contents

MindWalk Holdings Corp Q1 2026 Earnings Call Transcript – 2025-09-15 – US$ 54.00 – Edited Transcript of HYFT.OQ earnings conference call or presentation 15-Sep-25 2:30pm GMT

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Thomson StreetEvents. "MindWalk Holdings Corp Q2 2026 Earnings Call Transcript" Dec 15, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2026-MindWalk-Holdings-Corp-Earnings-Call-T16598880>
  
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Thomson StreetEvents. (2025). MindWalk Holdings Corp Q2 2026 Earnings Call Transcript Dec 15, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2026-MindWalk-Holdings-Corp-Earnings-Call-T16598880>
  
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