Mathilde Rodie Thank you and good morning, everyone. Thank you for being with us this morning for our Q1 Sales Call. I’m with Juergen Esser, our CFO, who will go through some prepared remarks before taking your questions. And before we start, I would like to draw your attention to our disclaimer on Page 19 related to forward-looking statements and the definition of financial indicators that we will refer to during the presentation. And with that, let me hand over to Juergen. Juergen Esser Thank you, Mathild ...

Core Viewpoint - The company has reported a strong start to 2025 with a like-for-like (LFL) sales growth of +4.3%, indicating the effectiveness of its health-oriented portfolio and execution strategy [3][4]. Group 1: First Quarter Sales Performance - Total sales for Q1 2025 reached €6,844 million, reflecting a +4.3% increase on a like-for-like basis, driven by a +1.9% increase in volume/mix and a +2.4% increase in price [4]. - Reported sales increased by +0.8%, impacted negatively by a scope change of -3.0% due to the sale of Horizon Organic and Wallaby, and a forex impact of -0.8% [4][5]. - The company experienced broad-based growth across all categories, with particularly strong performance in China, North Asia & Oceania, and solid growth in North America and Europe [4][6][7][8]. Group 2: Sales by Geography - In Europe, LFL sales grew by +2.0%, supported by a +1.9% increase in volume/mix, achieving positive growth momentum for six consecutive quarters [6]. - North America saw LFL sales increase by +3.7%, driven by strong performance in High Protein products and Medical Nutrition [7]. - China, North Asia & Oceania reported LFL sales growth of +9.9%, with significant contributions from Specialized Nutrition and Waters [8]. - Latin America experienced LFL sales growth of +9.0%, primarily led by the Aptamil brand in Specialized Nutrition [9]. - The Rest of the World had LFL sales growth of +3.3%, with notable performance in EDP and Specialized Nutrition [10]. Group 3: 2025 Guidance and Recent Developments - The company has confirmed its 2025 guidance, expecting LFL sales growth between +3% and +5%, with recurring operating income anticipated to grow faster than sales [12]. - Recent developments include a completed share buyback of €192 million and a successful bond issuance of €800 million, reflecting strong investor confidence in the company's business model [13][14].

Core Viewpoint - The company focuses on energy-saving and environmental protection equipment, contributing to sustainable development and carbon neutrality goals through innovative solutions in various industries [5][39]. Company Overview - The company is dedicated to the research, design, manufacturing, sales, and operation of energy-saving and environmental protection equipment, targeting sectors such as power, heat, chemicals, metallurgy, waste treatment, and new energy [5][28]. - The main products include slag energy-saving treatment systems, flue gas energy-saving treatment systems, full-load denitrification systems, clean energy consumption systems, desulfurization wastewater treatment systems, and steel slag energy-saving treatment systems [5][20]. Business Model - The company operates under two main business models: Engineering Procurement (EP) and Engineering Procurement Construction (EPC), focusing on customized solutions based on client specifications [29][33]. - The procurement strategy emphasizes building a resilient supply chain, utilizing demand-driven procurement and dynamic inventory management to optimize costs and efficiency [30][31]. Industry Situation - The energy-saving and environmental protection industry is a strategic emerging industry, driven by policies and capital to address energy transition and climate change challenges [39][40]. - The industry is experiencing a shift towards cleaner energy systems, with coal power transitioning from a base-load to a flexible power source, supporting renewable energy integration [40][41]. Technological Advancements - The company has developed innovative technologies such as air concentration evaporation technology and smoke-water dual-isolation phase change smoke deep cooling technology, enhancing system stability and efficiency [44][45]. - The integration of digital technologies, including big data and artificial intelligence, is being pursued to optimize energy management and equipment operation in coal-fired power plants [46].

登录新浪财经APP 搜索【信披】查看更多考评等级 截至2024年12月31日，本公司募集资金使用情况为：（1）上述募集资金到账前，截至2021年7月13日 止，公司利用自筹资金对募集资金项目累计已投入500.39万元，募集资金到账后，公司以募集资金置换 预先已投入募集资金投资项目的自筹资金500.39万元；（2）公司累计使用募集资金14,843.06万元，扣 除累计已使用募集资金后，募集资金余额为5,960.76万元，募集资金专用账户利息收入770.32万元（包 含现金管理收益、利息收入扣除手续费支出后的净额），其他支出2.13万元，持有的理财产品余额为 3,000.00万元，募集资金专户2024年12月31日余额合计为2,960.76万元。 截至2024年12月31日，公司募集资金使用及结余情况如下： 单位：人民币万元 ■ 说明：募集资金使用中其他支出系法院执行划扣，截至本报告出具日该款项已归还至募集资金专户。 其中，截至2024年12月31日，公司持有的理财产品明细如下： 单位：人民币万元 ■ 二、募集资金管理情况 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司监管指引第2号一一上市公司募 ...

这是新消费智库第 2 6 1 6 期文章 新消费导读 1.Crocs携手Marimek ko推出首款合作系列 2.怡宝魔力运动饮料1L装新品全国上市 3. Inner Brightnes s推出Ak kermans ia益生菌补充剂 4.必胜客披萨有蛇出没 5.承德露露跨界推出露露草本「养生饮」 6.圣农发展拟11.26亿元收购太阳谷剩余54%股权 7.达能拟在德国爱他美工厂进行重大投资 8.美国拟成立Ti kTok美国独立公司，亚马逊等多方竞购 9.联合利华宣布收购Wi ld 10.Safi lo收购眼镜品牌Blender s多数股权 11.真维斯关闭澳洲所有门店 12.ZITA TAN发布2025秋冬系列 13.上美股份AI智能化妆品无人车间已正式投产 14.GymNation打造全球首个于健身房中的酒店 15.AUTEUR发布「星际漫游」系列 新消费 1.Crocs携手Marimek ko推出首款合作系列 怡宝官宣魔力运动饮料1L装新品全国上市。新品特别添加电解质、氨基酸、GLU葡萄糖和维生素B6，助力身体代谢、提供能量，1L大容量， 为不同流汗场景提供补充。（食业头条） 3. Inner Bright ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, April 11th:Qifu Technology, Inc. (QFIN) : This Credit-Tech platform principally in China which provides a comprehensive suite of technology services to assist financial institutions and consumers and SMEs in the loan lifecycle, ranging from borrower acquisition, preliminary credit assessment, fund matching and post-facilitation services, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus ...

The Consumer Staples group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Danone (DANOY) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Consumer Staples peers, we might be able to answer that question.Danone is one of 177 individual stocks in the Consumer Staples sector. Collectively, these companies sit at #13 in the Zacks Sector Rank. The Zacks Sector Rank considers ...

Company Information - Danone will hold its Combined Shareholders' Meeting on April 24, 2025, at 2:30 pm Paris time [1] - The meeting will be broadcasted live and recorded in both French and English on Danone's website [3] - Danone generated €27.4 billion in sales in 2024 and operates in three health-focused categories: Essential Dairy & Plant-Based products, Waters, and Specialized Nutrition [4] Shareholders' Meeting Details - Information and documents related to the Shareholders' Meeting are available on Danone's website, including the brochure with draft resolutions and the Board of Directors' report [2] - The preliminary notice and the notice of the meeting were published on March 5 and April 2, 2025, respectively [1][2] Corporate Strategy and Goals - Danone aims to inspire healthier and more sustainable eating and drinking practices while focusing on measurable nutritional, social, societal, and environmental impact [4] - The company has defined its Renew strategy to restore growth, competitiveness, and long-term value creation [4] - Danone's ambition is to achieve B CorpTM certification at a global level by 2025 [4]

Press Release – Paris, March 5, 2025 at 7:30pm CET Notification of availability of Danone’s 2024 consolidated financial statements and statutory auditors’ report Danone announces that its consolidated financial statements and the statutory auditors’ report for the fiscal year ended December 31, 2024 are publicly available and accessible online on its website, www.danone.com, section Investors / Financial and extra-financial reports. About Danone (www.danone.com) Danone is a leading global food and beverage ...

FY 2024 PRESENTATION Volume/mix Recurring operating margin Recurring EPS €3.63 13.0% €3.54 +3.0% 12.6% 12.2% €3.43 -0.8% -0.4% FY 24 FY 24 FY 24 FY 22 FY 23 FY 22 FY 23 FY 22 FY 23 Free Cash Flow ROIC 10.0% €3.0 bn 9.5% €2.6 bn 8.9% €2.1 bn in 2024 FY 22 FY 24 FY 22 FY 24 FY 23 FY 23 ATNI = Global Access To Nutrition index 3 Progressively rebalancing our growth model Antoine de Saint-Affrique Chief Executive Officer CLOSING THE FIRST 3 YEARS OF RENEW DANONE CONSISTENTLY DELIVERING ON OUR GUIDANCE LEVERAGING ...