Financial Data and Key Metrics Changes - SGH reported revenue of $10.7 billion, up 1% year-on-year, with EBIT increasing by 8% to $1.54 billion, aligning with high single-digit EBIT growth guidance [3][26] - NPAT rose by 9% to $924 million, while operating cash flow surged by 49% to $1.95 billion, reflecting strong cash conversion across the business [4][5] - EBITDA margins expanded to 19% and EBIT margins to 14.3%, driven by increased profitability at Boral and higher contributions from equity-accounted earnings [4][26] Business Line Data and Key Metrics Changes - Westrac's revenue increased by 4% to $6.1 billion, with EBIT rising by 2% to $639 million, supported by strong capital sales [11][12] - Boral's revenue was up 1% to $3.6 billion, with EBIT growing by 26% to $468 million, reflecting pricing discipline and operational efficiencies [13][14] - Coats experienced a 9% decline in revenue to $1 billion, with EBIT down 9% on a normalized basis, impacted by lower customer activity in the South [17][18] - Beach's production increased by 9% to 19.7 million BOEs, with revenue rising by 13% to $2 billion, and NPAT up 32% to $451 million [21][22] Market Data and Key Metrics Changes - Australian commodity export volumes increased by 3% in FY 2025, with iron ore exports expected to grow in the medium term [13] - Construction activity remained elevated, supporting customer demand into FY 2026, particularly in infrastructure projects [16][39] Company Strategy and Development Direction - SGH's strategy focuses on sectors with long-duration demand tailwinds, including mining, infrastructure, and energy, aiming for sustainable value creation and TSR outperformance [2][39] - The company plans to enhance sales effectiveness, operating leverage, and innovation to drive performance in FY 2026 [37][39] Management's Comments on Operating Environment and Future Outlook - Management noted mixed market conditions but expressed confidence in strong customer activity and demand, particularly in Westrac and Boral [48][50] - The outlook for Coats remains positive in the medium term, supported by macroeconomic settings and the execution of the Grow30 strategy [39][40] Other Important Information - SGH completed the acquisition of the remainder of Boral, further solidifying its position as a leading diversified operating company [5] - The company achieved a 27% uplift in cash conversion to 95%, supporting a 10% deleveraging of the business [5][30] Q&A Session Summary Question: Westrak and parts pricing dynamics - Management indicated a mid-single-digit price increase expected for July, with a potential slight reduction in the second half due to currency mix [42] Question: Coats' time utilization improvement - Management noted gradual improvement in time utilization, tracking closer to the target of 60% [43][44] Question: Westrak's service revenue performance - Management acknowledged strong customer activity but noted some work deferment impacting service revenue in the second half [48][49] Question: Boral's margin targets - Management expressed confidence in achieving mid-teen margin targets despite flat volume expectations, focusing on operational efficiencies [56][57] Question: Coats' southern region performance - Management observed stabilization in southern regions, with expectations for recovery in the second half of FY 2026 [55] Question: LNG cargo marketing plans - Management outlined plans to market LNG cargoes starting in FY 2026, with expected significant earnings contributions from the Krux project [90][92]

As part of the campaign, Coco wrapped its LA-based robocouriers in Prime Video and The Pickup branding, designed to evoke the film's iconic armored money trucks. This design brings the film's central theme to life on the streets, turning each robot into a moving extension of the film's story. The robots also play voice lines from the film at delivery pickup - turning each vehicle into an in-world character that expands the cinematic universe from screen to sidewalk. To promote the heist comedy film The Pick ...

Financial Performance (FY 2024) - Alma Media's revenue reached 313 million EUR, with 84% from digital business[2] - Adjusted operating profit was 77 million EUR, representing a 25% margin[2] - Return on Equity (ROE) was 23%, and Return on Investment (ROI) was 15%[2] - The equity ratio stood at 49%, and a dividend of 0.46 EUR per share was distributed[2] Financial Performance (Q2 2025) - Revenue grew by 4.5% to 83.7 million EUR[9] - Adjusted operating profit increased by 8.9% to 21.1 million EUR, with a margin of 25.2%[9] - Digital business accounted for 86.2% of total revenue[10] Strategic Transformation - Alma Media is undergoing a digital transformation, with digital revenue reaching 85% of the total[19, 21] - The company has invested over 200 million EUR in digital transformation and growth[15] - The company is actively divesting heavily print-based businesses or businesses with low profitability[17] Segment Performance (Q2 2025) - Alma Career's revenue was 27.0 million EUR, with an EBIT of 11.4 million EUR and an EBIT margin of 42.2%[96] - Alma Marketplaces' revenue was 29.2 million EUR, with an EBIT of 8.4 million EUR and an EBIT margin of 28.8%[96] - Alma News Media's revenue was 27.5 million EUR, with an EBIT of 4.6 million EUR and an EBIT margin of 16.8%[96]

Core Insights - CMI Media Group, a healthcare specialty agency under WPP, is collaborating with Microsoft Advertising to enhance growth for healthcare brands through the Microsoft ecosystem [1][3] - This partnership aims to provide strategic support, innovation, and improved return on investment for shared clients [2][3] Company Overview - CMI Media Group specializes in health, wellness, and pharmaceutical marketing, offering services such as audience strategy, data analytics, and customer experience [6] - Compas, with over 35 years of experience, partners with media providers to optimize healthcare clients' media investments while ensuring transparency and accountability [7] Strategic Goals - The collaboration is designed to drive innovation and value for healthcare brands, ensuring they leverage advancements in digital marketing and technology [3][4] - The partnership emphasizes personalized and impactful audience engagement through seamless media and advertising technology [5] Recognition and Achievements - CMI Media Group was named Microsoft Advertising's Performance Partner of the Year in 2024, highlighting its effectiveness in the healthcare marketing sector [2] - Both CMI Media Group and Compas have been recognized as leading workplaces, focusing on talent retention and employee development [6][7]