HY 2025 Business Highlights HY 2025 Financial Performance Highlights 33 Expected Trends & Financial Target Q&A 38 Appendix Half Year 2025 Results - July 31, 2025 Strong revenue growth in H1; accelerated momentum entering H2 FY25 Target reaffirmed Internal Investor Relations – Schneider Electric Page 2 Disclaimer All forward-looking statements are Schneider Electric management's present expectations of future events and are subject to a number of factors and uncertainties that could cause actual results to d ...

Industry Overview - The Zacks Utility – Electric Power industry offers attractive investment opportunities due to stable cash flows and predictable earnings from a regulated business model [1] - U.S.-focused utilities benefit from long-term power purchase agreements, insulating them from economic fluctuations [1] - Rising electricity demand from AI data centers, electric vehicles, and reshoring manufacturing activities creates new opportunities for utilities [1] Clean Energy Transformation - The industry is transforming with a global push for decarbonization, leading utilities to invest in clean energy infrastructure like solar, wind, and battery storage [2] - Early adopters of renewable technologies are positioned to capitalize on market expansion and attract investor interest [2] Company Analysis: Dominion Energy - Dominion Energy is a solid long-term investment with a regulated utility model and reliable dividend payments [3] - The company is reshaping its energy portfolio by investing in renewables and shedding non-core assets [3] - Dominion plans to invest $50 billion through 2029 to modernize its grid and expand clean energy capacity [7][12] - The current dividend yield for Dominion is 4.6% [9][20] - Dominion's debt-to-capital ratio is 58.94% [7][14] - The long-term earnings growth per share for Dominion is projected at 13.59% [8] Company Analysis: Vistra Corp. - Vistra offers a strong investment opportunity with a diversified multi-fuel generation portfolio [4] - The company plans to invest $2.27 billion in 2025, increasing from previous years [12] - Vistra's current dividend yield is 0.46% [9][20] - The debt-to-capital ratio for Vistra is 77.12% [7][14] - The long-term earnings growth per share for Vistra is projected at 13.18% [6] Financial Metrics Comparison - Dominion is trading at a Price/Earnings Forward 12-month ratio of 16.74X, while Vistra is at 26.94X [17] - Return on Equity (ROE) for Vistra is 87.33%, compared to Dominion's 9.51% [16] - Dominion's shares have gained 3.8% month-to-date, while Vistra's shares have increased by 2.2% [18] Conclusion - Dominion is currently in a better position compared to Vistra, with a better dividend yield, cheaper valuation, lower debt usage, and superior price performance [20]

Financial Data and Key Metrics Changes - The company reported adjusted EBITDA of $25.5 million for Q2 2025, down from $41.8 million in Q2 2024, indicating a significant decline in profitability [17] - Adjusted earnings per share for Q2 2025 was $0.01, compared to $0.17 in the same period of 2024 [18] - Daily vessel operating expenses increased by 6% to $6,607 in Q2 2025, up from $6,254 in Q2 2024 [19] Business Line Data and Key Metrics Changes - The average time charter equivalent for vessels decreased to $14,857 in Q2 2025 from $18,650 in Q2 2024 [19] - The company operated an average of 46.75 vessels in Q2 2025, compared to 45.43 vessels in the same period of 2024 [19] Market Data and Key Metrics Changes - The drybulk fleet is projected to grow by about 2.8% on average in 2025 and 2026 due to stable new deliveries [6] - The global drybulk demand is forecasted to range from -0.5% to +0.5% in 2025, with growth expected to be between 1.5% to 2.5% in 2026 [11] - The increase in import tariffs led to a 57% year-on-year drop in U.S. grain volumes to China, affecting trade dynamics [12] Company Strategy and Development Direction - The company remains focused on fleet renewal, strong liquidity, and long-term value creation [5] - The company has declared a dividend of $0.05 per share, maintaining a consistent return to shareholders [6][14] - The company is positioning itself favorably with six new Phase three vessels on order, including two dual fuel vessels [9] Management Comments on Operating Environment and Future Outlook - Management noted a softer market in 2025, impacting revenues and profitability, but expressed confidence in fleet renewal and capital allocation strategies [5] - The global GDP growth expectations for 2025 and 2026 are projected at about 3%, which may positively influence the drybulk market [11] - Management highlighted the importance of decarbonization and energy-efficient new builds in the evolving market landscape [11] Other Important Information - The company maintains a strong liquidity position with $315 million in capital resources and a leverage ratio of 38% [14] - The company achieved zero vessels in D and E carbon intensity ratings for 2024, reflecting its commitment to sustainability [14][16] Q&A Session Summary - The Q&A session did not contain specific questions or answers, as the management concluded the presentation without engaging in a detailed Q&A segment [21][23]

2Q25 RESULTS J U L Y 2 0 2 5 Disclaimer The material in this presentation has been prepared Southern Copper Corporation (SCC) and is general background information about SCC's activities current as at the date of this presentation. This information is given in summary form and does not purport to be complete. Information in this presentation, including financial forecasts, should not be considered as advice or a recommendation to investors or prospective investors in relation to holding, purchasing or selli ...

Q2 2025 EARNINGS PRESENTATION MV EFROSSINI EEDI-PHASE 3 – IMO NOx TIER III KAMSARMAX DELIVERED APRIL 2025 1 Forward Looking Statements This presentation contains forward-looking statements (as defined in Section 27A of the Securities Act of 1933, as amended, and in Section 21E of the Securities Exchange Act of 1934, as amended) concerning future events, the Company's growth strategy and measures to implement such strategy, including expected vessel acquisitions and entering into further time charters. Words ...

Google sees Asia as one of the “most challenging parts of the world” to decarbonize its operations https://t.co/iInPYBmrEj ...

Financial Data and Key Metrics Changes - The company reported a 16% increase in net sales and a 23% increase in adjusted EBITDA for Q2 2025, with an adjusted EBITDA margin expansion of 200 basis points to 36% [7][20][24] - Adjusted diluted earnings per share rose by 29% year over year, marking the highest quarterly EPS growth rate since the separation from the flooring business in 2016 [7][20] - Year-to-date adjusted free cash flow increased by 29%, driven primarily by higher cash earnings and dividends from the Wave joint venture [22][21] Business Line Data and Key Metrics Changes - In the Mineral Fiber segment, net sales grew by 7%, with an average unit value (AUV) growth of 5% and adjusted EBITDA increasing by 16% [9][17] - The Architectural Specialties segment saw a 37% increase in net sales, with organic growth of 15% and adjusted EBITDA growth of 61%, achieving an adjusted EBITDA margin of approximately 22% [10][19] Market Data and Key Metrics Changes - The overall market conditions were described as stable and flattish, with no significant uptick in project delays or cancellations [32][46] - Bidding activity remained steady, with first-time bidding activity reflecting a level of uncertainty in the market [46][48] Company Strategy and Development Direction - The company is focused on innovation as a competitive advantage, particularly with the launch of the Temploc product line, which offers energy-saving ceiling tiles [28][29] - The strategy includes expanding the Architectural Specialties segment and pursuing bolt-on acquisitions to enhance the product portfolio [11][12] Management's Comments on Operating Environment and Future Outlook - Management anticipates softer market conditions in the second half of the year due to economic uncertainty, but remains confident in the ability to outperform the market through consistent AUV growth and margin expansion [32][33] - The updated guidance for 2025 reflects expectations of continued execution and improved performance, with total company net sales growth projected at 11% to 13% [24][25] Other Important Information - The company is successfully mitigating the impacts of tariffs, which are expected to have a modest headwind effect on costs [25][26] - The recent tax legislation is anticipated to result in a cash tax benefit in 2025, with a normalized full-year cash tax rate expected to be around 22% [26] Q&A Session Summary Question: Can you provide more detail on the Architectural Specialties segment's organic growth? - Management highlighted the success of commercial teams in penetrating the market and the importance of the ProjectWorks software platform in driving growth [39][41] Question: What are the expectations for bidding activity in the second half? - Management noted stable ground-level bidding activity but acknowledged softness in first-time bidding due to market uncertainty [46][48] Question: Can you elaborate on the cost side for Architectural Specialties? - Management indicated that improved operating margins are driven by volume growth and efficiency in manufacturing operations [55][56] Question: How is the Temploc product performing in terms of customer interest? - Management expressed optimism about customer enthusiasm and the potential for Temploc to drive future sales growth [68][69] Question: What is the outlook for Mineral Fiber margins? - Management expects continued strong margins driven by AUV growth and productivity improvements, despite lower volumes [78][79] Question: How does the recent distribution consolidation affect the company? - Management indicated that the consolidation has been beneficial and that relationships with key distributors remain strong [86][87] Question: What is the expected impact of the new tax legislation? - Management anticipates a cash tax benefit in 2025, contributing positively to financial performance [26][26]

Core Insights - Republic Services achieved a 20% reduction in greenhouse gas (GHG) emissions in 2024 compared to its 2017 baseline, surpassing its interim target of a 10% reduction by 2025 [1] - The company reported significant progress towards its 2030 Sustainability Goals, particularly in Safety, Talent, and Climate Leadership, with metrics exceeding industry benchmarks [3] Sustainability Achievements - The 2024 Sustainability Report highlights the company's advancements in sustainability, including third-party recognitions such as inclusion in Barron's 100 Most Sustainable Companies and Fortune's America's Most Innovative Companies [4] - Republic Services is launching 6 renewable natural gas (RNG) projects and expanding its electric collection fleet to 50 electric vehicles [8] Employee Engagement and Community Impact - The company maintains an industry-leading employee engagement score of 86, indicating strong internal morale and commitment [8] - Republic Services has positively impacted over 5 million people through its community investments [8]

Investor Presentation PORTLAND GENERAL ELECTRIC July 25, 2025 Cautionary statement Portland General Electric investors.portlandgeneral.com 121 SW Salmon Street Suite 1WTC0506 Portland, OR 97204 Nick White (503) 464-8073 Nicholas.White@pgn.com Sydnie Hinds (503) 464-7111 Sydnie.Hinds@pgn.com Information Current as of July 25, 2025 Except as expressly noted, the information in this presentation is current as of July 25, 2025 – the date on which PGE filed its Quarterly Report on Form 10-Q for the quarter ended ...

Financial Data and Key Metrics Changes - The company reported a net loss of $87 million or $0.34 per share for the second quarter, which included a $43 million non-cash income tax charge [32] - Adjusted EBITDA was $3 million, down from $14 million in the same quarter of the previous year, primarily due to lower average selling prices [33] - Cash costs per metric ton are expected to decline by 7% to 9% year over year, with a revised full-year cash cost guidance of approximately $3,950 per metric ton [34][36] Business Line Data and Key Metrics Changes - Sales volume increased by 12% year over year and reached approximately 29,000 metric tons, marking the highest sales volume performance in 11 quarters [28][30] - The average selling price for the second quarter was approximately $4,200 per metric ton, reflecting a nearly 8% increase compared to the fourth quarter of the previous year [13][30] - The company achieved a capacity utilization rate of 65%, the highest level in nearly three years [8][26] Market Data and Key Metrics Changes - Global steel production outside of China was approximately 210 million tons in the second quarter, down 1% year over year, resulting in a global utilization rate of approximately 67% [24] - In North America, steel production was down 1% year to date, while U.S. production grew by 1% year to date through June [25] - The company increased its sales volume in the U.S. by 38% year over year, contributing significantly to its average selling price [12][30] Company Strategy and Development Direction - The company aims to increase sales volume, regain market share, improve average pricing, reduce costs, and strengthen its financial foundation [6][39] - A strategic focus is placed on shifting sales volume towards regions with higher selling prices, particularly in the U.S. [11][12] - The company is committed to building long-term customer relationships and enhancing its competitive positioning through operational efficiency and cost management [7][31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in recovering to normalized levels of profitability, despite current challenges in pricing dynamics and market demand [9][32] - The company anticipates continued growth in the U.S. market due to favorable tariff conditions and an expected increase in steel production [19][40] - Management highlighted the importance of ongoing investments in research and development to maintain a competitive edge in the graphite electrode market [31][47] Other Important Information - The company ended the second quarter with total liquidity of $367 million, consisting of cash and available credit facilities [37] - The impact of U.S. tariffs on cash costs is expected to be less than 1% for 2025, reflecting effective management of global trade uncertainties [18][21] - The company is actively monitoring developments in the needle coke market and anticipates future improvements driven by domestic supply chain initiatives [60][62] Q&A Session Summary Question: Current U.S. market share and potential for further growth - The U.S. and Americas represent over 50% of overall revenue, with a year-over-year share increase of 31% [51] Question: Impact of Chinese anti-dumping duties on local needle coke prices - The recent rulings are expected to support medium to long-term developments in the supply chain, but immediate pricing impacts are not anticipated [52][53] Question: Pricing environment outlook - The pricing environment remains competitive, but there are signs of price stability and potential for recovery in the latter half of the year [56][57] Question: Needle coke supply and demand outlook - The needle coke market remains flat, with no immediate catalysts for change, but future developments in Western supply chains are expected to drive improvements [58][59] Question: Expectations for positive EBITDA trajectory - Positive EBITDA is anticipated to continue, with some fluctuations expected in the second half of the year due to seasonal factors [61][64] Question: State of discussions regarding anode materials - The company is actively exploring partnership opportunities and remains well-positioned to participate in the anode materials market [70][72]