Air Products and Chemicals (NYSE:APD) Q4 2025 Earnings Call November 06, 2025 09:00 AM ET Speaker1Good day and welcome to the Air Products Fourth Quarter Earnings Release Conference call. Today's conference is being recorded at the request of Air Products. Please note that this presentation and the comments made on behalf of Air Products are subject to copyright by Air Products, and all rights are reserved. Beginning today's call is Megan Britt. Please go ahead.Speaker0Hello and welcome to the Fourth Quarte ...

3Q 2025 Financial Results Group lost time injury frequency rate (LTIFR)1 0.68 0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 9M'25 Improvement in serious injuries and fatalities this year compared to last year 1. LTIFR = Lost time injury frequency rate defined as Lost Time Injuries (LTI) per 1,000,000 worked hours (own personnel and contractors); A LTI is an incident that causes an injury that prevents the person from returning to hi ...

Fiscal Fourth Quarter 2025 Earnings Results Teleconference November 6, 2025 Forward-Looking Statements This presentation contains "forward-looking statements" within the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including statements about earnings and capital expenditure guidance, business outlook and investment opportunities. These forward-looking statements are based on management's expectations and assumptions as of the date of this presentation and are not guarantee ...

EDP (OTCPK:EDPF.Y) 2025 Capital Markets Day November 06, 2025 05:00 AM ET Company ParticipantsArthur Sitibon - Wall Street analystRui Teixeira - CFOGonzalo Tarasido - DirectorMiguel Stilwell d'Andrade - CEOJavier Garrido - FX ArtistConference Call ParticipantsJenny Ping - Equity Research AnalystPablo Cuadrado - Managing Director and Equity Research AnalystManuel Palomo - Equity Research AnalystPedro Alves - Equity Research AnalystOperatorGood morning, ladies and gentlemen. Welcome to all of you, both here i ...

Half Year Results 2025/26 London, 6 November 2025 Cautionary statement This presentation contains certain statements that are neither reported financial results nor other historical information. These statements are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements include information with respect to National Grid's (the Company) financial condition, its results of opera ...

Energy and AI Nexus - The global energy system is at a tipping point, with increasing demand for compute reshaping the industry [1] - Energy ministers from both developing and developed countries are focusing more on electricity rather than oil and gas, driven by the need for electricity for basic needs and the rise of AI [2] Electricity Demand and Shortfall - There is significant pressure on the electricity system, with data centers currently accounting for about 4% of US electricity demand, projected to rise to 10-12% within five years [4] - The US has experienced no growth in electricity demand for 25 years, but this trend is changing due to new demands from various sectors [4] Energy Transition and Investment - The narrative around energy transition is shifting, with a realization that transitioning away from fossil fuels is more complex than previously thought [5][6] - The International Energy Agency has revised its investment needs, now stating that $540 billion per year in new investment in oil and gas is necessary by 2025, a significant change from earlier assessments [10] Climate and Economic Growth - Climate remains a priority, but there is a broader reassessment of energy needs and economic factors influencing the market [12] - The pace of global economic growth is crucial for determining oil prices, with stronger-than-expected growth impacting market dynamics [17] Oil Market Dynamics - Current oil prices are stable around $60, with OPEC adjusting supply based on market conditions and seasonality [13][15] - Key risks to watch include sanctions on Russia and potential measures from the Trump administration affecting India and China, which could influence oil market stability [16][17]

EVERSOURCE ENERGY Q3 2025 EARNINGS REPORT November 5, 2025 EVERSOURCE ENERGY Q3 2025 EARNINGS REPORT EVERSOURCE ENERGY Q3 2025 EARNINGS REPORT Safe Harbor Statement All per-share amounts in this presentation are reported on a diluted basis. The only common equity securities that are publicly traded are common shares of Eversource Energy. The third quarter and first nine months of 2025 and 2024 earnings discussion includes financial measures that are not recognized under generally accepted accounting princip ...

SUNOTEC and Shell Energy Europe have signed a cross-border agreement to advance financial mechanisms for battery energy storage system (BESS) development in central Eastern Europe. Facilitated by Enery Portfolio Optimization, the five-year agreement is related to SUNOTEC’s 600MWh battery energy storage project. The project is currently under development and scheduled to begin commercial operations by the second quarter (Q2) of 2026. The agreement provides long-term price stability for the BESS project, ...

Core Viewpoint - Orrön Energy is facing challenges in the third quarter of 2025 due to low pricing and low wind speeds, impacting power generation and financial performance. However, the company is optimistic about future market conditions and growth opportunities from its greenfield projects [5][12]. Financial Performance - For Q3 2025, revenue from power generation was MEUR 3.6, up from MEUR 1.6 in Q3 2024, while total revenue for the first nine months was MEUR 17.4, slightly down from MEUR 18.6 in the same period last year [4]. - Proportionate EBITDA for Q3 2025 was MEUR -2.6, an improvement from MEUR -4.9 in Q3 2024, but still negative due to lower power generation volumes and higher balancing costs [11]. - The company reported a net result of MEUR -8.5 for Q3 2025, compared to MEUR -11.1 in Q3 2024, indicating a reduction in losses year-over-year [4]. Power Generation - Proportionate power generation for the first nine months of 2025 was 574 GWh, with an additional 30 GWh from compensated volumes, totaling 604 GWh. This is lower than the forecast due to low wind speeds and voluntary curtailments [5][8]. - The company has updated its full-year 2025 power generation outlook to between 850 and 900 GWh, including compensated volumes [5][8]. Project Sales and Development - The sale of a 76 MW solar project in Germany for MEUR 4.0 was completed, generating a net profit of MEUR 1.1. This sale marks a significant milestone for the company's development business [5][9]. - The company is actively exploring monetization options for its greenfield projects in Germany and the UK, with expectations for key milestones in late 2025 and 2026 [10]. Market Conditions - The Nordic power markets remain volatile, influenced by structural changes such as the transition to 15-minute settlement periods. Balancing costs have fluctuated but have shown improvement in Q3 2025 [7]. - The company is entering short-term financial hedges to stabilize cash flows and capture potential electricity price increases [6][12].

Company Overview and Strategy - Woodside's 2024 EBITDA margin was approximately 70%[21] - Woodside has returned approximately $11 billion to shareholders since 2022[21] - Woodside aims to increase annual sales from 2035 MMboe in 2024 to over 300 MMboe by 2032, representing a CAGR increase of over 6%[22] - Woodside projects net operating cash flow to increase from approximately $58 billion in 2024 to approximately $9 billion in 2032, representing a CAGR increase of over 6%[22] Projects and Operations - Scarborough is 91% complete and on track for first LNG in H2 2026[175] - The Scarborough development contains 115 Tcf of proved plus probable (2P) reserves, gross[176] - Trion is 43% complete with first oil targeted for 2028, holding 479 MMboe of proved plus probable (2P) reserves, gross[219] - Louisiana LNG is 19% complete with first LNG targeted for 2029, with a project cost of approximately $159 billion or approximately $960/tonne[223, 225] Market Outlook and Financials - Global ammonia demand is expected to double to over 400 Mtpa by 2050[98] - Woodside is targeting a unit production cost of less than $8/boe in 2025[157] - Woodside is targeting a gearing range of 10-20% through the cycle[138]