Industry Activity - EQT would load super-chilled fuel from the Rio Grande LNG facility [1] Deal Terms - The potential deal involves EQT loading fuel from the Rio Grande LNG facility, according to sources [1]

Financial Data and Key Metrics Changes - Net profit after tax increased by 60% to $33,200,000 [3] - Funds under management administration and supervision (FUMAS) grew to $254 billion, up 28% from the prior year [3] - Revenue grew by 7% to $182,500,000, with underlying net profit before tax increasing by 4% to $53,700,000 [4][21] - Earnings per share grew by 60% to reach $124.26 per share [4] - Total shareholder return as of June 30 was 9.7% [4] Business Line Data and Key Metrics Changes - Trustee Wealth Services (TWS) revenue increased by 3.1%, while Corporate Trustee Services (CSTS) revenue grew by 11.9% [31][29] - CSTS established 53 new schemes in FY '25, contributing to strong revenue growth [16][31] - TWS revenue growth was impacted by the exit of the AET platform business and nonrecurring revenue [21][29] Market Data and Key Metrics Changes - The company reported a strong performance across all subsegments of fund services, custody, and debt and securitization services [17] - The superannuation business saw an 8% revenue increase, despite merging three funds which reduced revenue [18] Company Strategy and Development Direction - The company aims to leverage its market-leading position to capture ongoing growth, particularly in CSTS [39] - Focus will be on designing and deploying digital solutions to enhance client experience and meet regulatory demands [39] - The company plans to engage in inorganic opportunities following the completion of the AET integration [38] Management's Comments on Operating Environment and Future Outlook - The management acknowledged geopolitical uncertainties affecting investment markets but expressed a positive outlook for FY '26 based on business plans and pipeline [40] - The company expects moderate growth in TWS and continued strong performance in CSTS [40] - Operating expenses for technology are forecasted to normalize at $2 million in FY '26 [40] Other Important Information - The company successfully exited the UK business, which is now in the final stages of liquidation [2][6] - Charitable grants made throughout FY '25 totaled $170 million, down from FY '24 due to lower dividend income [10] Q&A Session Summary Question: Where do you think the blame lies in the Shield Master Trust failure? - The company stated it is not for them to direct blame and is confident that the matter is being thoroughly investigated by regulators [42] Question: Can management just focus on executing? - The management expressed satisfaction with completing the three-year restructure program and realizing significant synergy benefits from the AET acquisition [43] Question: What was EQT's role in the Shield First Guardian matters? - The company is assisting regulators and ensuring members are informed and supported during this difficult time [44] Question: Is there something you'll look at this year regarding pricing due to increasing regulatory burdens? - The company is continually reviewing pricing, particularly in superannuation and corporate trustee services, to maintain or improve margins [46] Question: Expectations for headcount in FY '26? - The company expects to see headcount increases in CSTS to support growth and manage regulatory changes [50] Question: Will FY '26 see a similar level of new business activity as FY '25? - The company noted that new business activity has continued strongly in the early months of FY '26, with a solid pipeline being developed [52]

Results for year ended 30 June 2025 Mick O'Brien, Managing Director Johanna Platt, Chief Financial Officer EQT HOLDINGS LIMITED (ASX: EQT) 21 AUGUST 2025 Investor Presentation For personal use only For personal use only Agenda 1 Business Performance Update Mick O'Brien – Managing Director 2 Financial Review Johanna Platt – Chief Financial Officer 3 Strategy & Outlook Mick O'Brien – Managing Director 4 Questions Strong financial performance – record FUMAS and strong topline growth 02 Expenses turnaround – 2H ...

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Core Insights - The energy sector, particularly natural gas stocks, is experiencing a resurgence driven by the demand from AI data centers, which require reliable power sources for their operations [1][2][12] Group 1: Natural Gas Stocks - Williams Companies operates one of the largest interstate natural gas pipeline systems in the U.S., with a 12-month stock price forecast of $62.00, indicating a 5.91% upside [3] - The company is seeing rising demand from data center developers for high-volume, low-cost, and reliable baseload power, aligning with its pipeline assets in key regions [4] - Data center developers are selecting sites near existing natural gas infrastructure, which is increasing Williams' capital expenditures [5] Group 2: EQT Corporation - EQT is the largest natural gas producer in the U.S. and is investing in certified low-emissions natural gas, which is increasingly important for data center developers [9] - The stock has recently pulled back, making it an attractive entry point, with analysts forecasting a 32% earnings growth over the next 12 months and a forward P/E around 15x [10] Group 3: GE Vernova - GE Vernova, a spin-off from General Electric, is a leading producer of natural gas turbines and is expected to grow earnings at 67.8% over the next 12 months [12][14] - The company is also involved in grid modernization, supplying essential equipment to manage surging electricity demand from AI data centers [13]

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Fujitec’s shares were untraded but poised to fall in Tokyo after Swedish investment firm EQT said it will launch a tender offer for the Japanese elevator maker https://t.co/39sekBy0aj ...

Core Viewpoint - EQT and CPP Investments have agreed to acquire NEOGOV, a provider of human capital management and compliance software for public sector organizations in North America [1][7]. Company Overview - NEOGOV, founded in 2000 and headquartered in El Segundo, California, serves nearly 10,000 public sector organizations with cloud-native solutions that support the full employee lifecycle, including recruitment, onboarding, performance management, and compliance management [2][7]. - The company's mission is to enhance the efficiency of local governments and improve service delivery to citizens [3]. Strategic Intent - The acquisition aims to leverage EQT and CPP Investments' experience and capital to accelerate NEOGOV's growth, focusing on product innovation and AI capabilities to enhance efficiency and compliance for public sector agencies [3][4]. - NEOGOV's strong management team and customer loyalty position it well for growth amid increasing demand for its services across North America [4]. Investment Details - The EQT X fund is expected to be 60-65% invested following this transaction, which includes closed and/or signed investments and announced public offers [5]. - The transaction is subject to customary conditions and approvals, with completion anticipated in the coming months [6].