Elevra Lithium Limited (ELV) Earnings Call Transcripts

Elevra Lithium Limited's Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Elevance Health reported adjusted diluted earnings per share (EPS) of $7.45, exceeding expectations and prompting management to raise full-year EPS guidance to at least $27. Revenue for the quarter was $49.8 billion, reflecting a year-over-year increase of 0.8%. Management expressed confidence in achieving at least 12% adjusted EPS growth in 2027, driven by disciplined execution across its business segments and targeted investments in capabilities to manage healthcare costs more effectively.

Reported metrics

Guidance from management

Management raised the full-year adjusted diluted EPS guidance to at least $27 and expects to achieve at least 12% adjusted EPS growth in 2027, supported by disciplined execution and targeted investments.

What management said

A.J., appreciating you may get a couple of Medicaid questions on the call today. Just to answer you specifically, we do expect the second half Medicaid margin profile to improve from the second quarter, and that's going to be supported by that favorable July 1st rate activity as well as our continued execution against the cost pressures that we've been discussing.

Yes. Thanks, Mark. And I guess I would just like to reiterate Mark's comment given the last several questions. One, around -- there are no surprises. Our outlook remains prudent, as Mark said, and in explaining each of the lines of business. So we feel very much aligned, but we wanted to make sure in this environment that we do remain prudent.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of Medicaid margins and the implications of potential market exits. Questions were raised about the impact of future regulations and the overall trajectory of Medicaid performance amidst a dynamic operating environment.

Main topics on the call

• Guidance Increase — Management raised the full-year adjusted diluted EPS guidance to at least $27, reflecting strong second quarter performance and confidence in future growth. CEO Gail Boudreaux stated, "We're raising our earnings guidance...
• Medicaid Management — Elevance continues to manage its Medicaid business with discipline, despite a dynamic environment. The company expects its Medicaid operating margin outlook to remain at approximately negative 1.75% for the year, as stat...
• Medicare Advantage Performance — The Medicare Advantage segment showed stronger-than-expected results, with management projecting an operating margin of at least 2% for the year. Boudreaux noted, "We are seeing clear evidence that the deliberate actions...
• Carelon Growth — Carelon's value-based solutions are becoming a significant growth driver, with management highlighting a focus on scaling solutions for complex health needs. Boudreaux mentioned, "CareBridge can generate medical savings ...

Read the full Elevra Lithium Limited transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 71 Elevra Lithium Limited earnings call transcripts on record, spanning January 29, 2020 to July 27, 2026. Based on this history, Elevra Lithium Limited reports quarterly. The most recent call on file is dated July 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ELV

Exchange

ASX

Country

AU

Sector

Materials

Industry

Metals and Mining

Calls on record

71

First call

January 29, 2020

Most recent

July 27, 2026

Reporting cadence

quarterly