About Orica & Its Mission
Orica is a global leader in blasting solutions and advanced technologies that serves mining, civil, and infrastructure operators across more than 100 countries. The company’s 19-person communications team is responsible for providing a consistent narrative across a wide range of functions, from investor relations and marketing to internal and external communications. Operating in a capital-intensive, highly regulated industry, the team requires trusted intelligence with full source traceability in order to generate insights they can stand behind in investor, executive, and board-level communications.
Delphine Cassidy, Chief Communications Officer, leads this team with a mandate to deliver clear, credible, and timely communication to a diverse set of global stakeholders. The communications function at Orica started off as investor relations, but consolidated under Delphine once stakeholders realized that “it’s the same message, just different audiences.
Every day is different, and AlphaSense helps us think on our feet, frame the issue at the right level, and deliver a consistent message to every stakeholder.
The Challenge: Navigating Change to Deliver a Consistent Message
Orica operates in an environment of constant, compounding change. Delphine’s team must be able to quickly separate signal from noise while navigating a complex macro and policy landscape marked by geopolitical shifts, energy volatility, supply chain pressures, tariff uncertainty, and regulatory change. All the while, the team must deliver a consistent, verifiable narrative to employees, customers, suppliers, and investors.
Compressing time to decision is important for the team, but in this challenging environment, speed alone isn’t enough. All insights must be fully sourced and defensible, as unsourced or generic AI outputs introduce risk in regulated, investor-facing communications.
Key pain points
- Persistent volatility: Macro, geopolitical, supply chain, and regulatory shifts require resource-intensive continuous monitoring and rapid response.
- Signal vs. noise: Quickly turning vast amounts of sometimes conflicting information into tangible business implications is difficult given fast-changing markets.
- Consistency across audiences: Keeping investor, corporate, and internal messages aligned under one umbrella is essential for transparency and branding.
- Constrained resources: Light headcounts and jam-packed workflows leave little time for daily discovery.
With change accelerating on every front, AlphaSense helps us get to the right information fast, assess business impact, and craft balanced messages for customers, employees, suppliers, and investors.
Earnings Season Marks a Turning Point
An earnings-release anecdote crystallized the need for Orica to uplevel its market intelligence. After a sell-side analyst flagged repetitive phrasing in an earnings release, the team learned that the analyst had been using AlphaSense to evaluate Orica’s external communications. That realization made it clear: If investors were using AlphaSense to analyze Orica, the company needed AlphaSense to prepare and respond just as effectively. AlphaSense gave Orica the ability to see its own narrative exactly as the market does, all while analyzing language, tone, and sentiment to anticipate how disclosures would be interpreted before results landed.
We released information on the stock exchange. And very quickly, one of the sell-side analysts told me that we had used a particular term 17 times in the release. I was telling this story to my daughter, who is an investment banker, and she said to me, ‘Mum, you need AlphaSense because that's where he got it from.’
After adopting AlphaSense, I can quickly validate language choices, track sentiment, and align our messaging to what investors will actually read and compare.
The All-in-One Solution
Orica built an intelligence workflow in AlphaSense that spans discovery, research, validation, and presentation, allowing Delphine’s team to move from question to conviction with citations at every step. Delphine uses AlphaSense daily for different purposes, starting first thing in the morning. She begins each day with a cup of coffee and a half hour of daily discovery in AlphaSense. From there, Delphine uses everything from sentiment analysis of documents in AlphaSense to research tasks with Deep Research and Generative Grid.
I started off with sentiment analysis and trying to understand more about how the market is using AlphaSense. But now I've expanded to a lot of research tasks. Between Deep Research and Generative Grid, I'm getting access to a lot more information that I wouldn’t have had time to get without AlphaSense by my side.
How Orica uses AlphaSense
- Daily Discovery: A morning scan surfaces emerging market trends and sentiment to shape the day’s priorities.
- Deep Research: Analyst-grade synthesis and analysis of daily insights is grounded in verifiable sources fit for executive and board-ready materials.
With AlphaSense Deep Research, we turn complex topics into validated insights with citations so management can rely on the output immediately.
- Dashboards & Watchlists: Custom peer sets track themes and disclosures, starting with sentiment and expanding into sustainability and executive remuneration.
By building dashboards and watchlists in AlphaSense, we track peer sustainability narratives and risks in one place, ready to brief leadership at speed.
- Generative Grid: Structured questions about sustainability across the market’s leading companies produce board-ready snapshots.
AlphaSense Generative Grid lets us ask board-level questions of the ASX 100—from remuneration metrics to disclosure trends—and return a crisp, shareable snapshot.
- Tegus Expert Insights: The world’s most robust expert transcript library helps accelerate discovery, surface emerging trends, and make high-conviction decisions easier.
With AlphaSense, citeability creates credibility. Every slide we present comes with a source we can stand behind.
Results: High-Quality Insights at Speed and Scale
Orica’s communications organization now delivers faster, higher-quality insights with verifiable sourcing while reducing reliance on outside vendors for research-heavy projects. Thanks to AlphaSense, Delphine’s team has all the tools they need on one centralized platform instead of spending “tens of thousands of dollars with a consultant.” Better yet, what once required weeks of manual research now takes just minutes or hours — without sacrificing depth or credibility.
Proof Points
- Weeks of manual research done in minutes: Daily discovery and deep dives consolidated into one platform.
- Cost avoidance: Internal analysis replaces consultant work, avoiding tens of thousands of dollars in spend.
- Higher confidence: Citations to direct lines in source documents embedded into every deliverable provide investor-grade credibility.
AlphaSense saves weeks of effort on research-heavy topics. We’ve avoided tens of thousands of dollars in consultant spend by producing board-ready analysis in-house. If I didn’t have access to AlphaSense over the last 18 months, I'm sure I would have been spending many weekends on research.
What I'm really excited about with AlphaSense is the add-ons. I've already written a speech through both Generative AI and Deep Research. And I thought that was wonderful because the speech was written within a couple of hours and delivered to the CEO very quickly.
Future: Taking Partnership to the Next Level
Orica plans to expand its use of AlphaSense from research and messaging into presentation and financial modeling to further compress time to decision. The company is also planning to everage new AI-driven Excel modeling capabilities, unlocked by AlphaSense’s acquisition of Carousel .
- Presentation Preparation: Converts research into Orica-branded presentation starting points for faster executive communication.
- Financial Data and Canalyst Models: Builds narratives on top of market expectations, aligning messaging with financial performance.
- Enterprise Intelligence: Securely integrates Orica’s institutional knowledge with AlphaSense’s premium external content to enhance decision-making.
I’m excited to use AlphaSense to take research straight into presentation form on Orica templates — another productivity lift.
With AlphaSense Financial Data, we can ground our narrative in real numbers and detailed Canalyst company models,tying our messages to the numbers before results.
Using AlphaSense Enterprise Intelligence will enable us to assess market sentiment and anticipate how our earnings will be received relative to market expectations, allowing us to plan proactively.
Where We’re Going Together
- Investor-grade insights everywhere, with citations that build trust across stakeholders.
- A single workflow from research to ready-to-present using Carousel and structured exports.
- Cost-efficient rigor that replaces external research projects with in-house analysis.
- Faster, clearer decisions powered by unified intelligence built on centralized, verifiable internal and external data.
