Third Quarter 2025 Results November 6, 2025 This presentation includes forward-looking statements, including forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Such forward- looking statements include, but are not limited to, statements concerning Enovis' plans, goals, objectives, outlook, expectations and intentions, and other statements that are not historical or current fact. Forward-looking statements and are based on Enovis' current expectations ...

Summary of Enovis Corporation Conference Call Company Overview - Enovis Corporation operates in the $4 billion prevention and recovery markets and is a growing player in the $40 billion global orthopedic implant market [1][2] - The company has built a strong portfolio across the orthopedics space, focusing on mobility and organic growth [2][3] Core Business Insights - Enovis has a recon business that is growing above market with strong gross margins, complemented by a prevention and recovery business that generates significant cash flow [2][3] - The company aims to enhance its balance sheet and focus on organic growth while integrating acquisitions made over the past four years [3][4] Strategic Focus Areas - The company emphasizes commercial execution and innovation pipeline as key areas for growth [3] - Financial discipline is a priority, with a focus on increasing free cash flow and reducing debt to enable future M&A opportunities [4] Market Trends and Demand - The macro trends of longevity, gut health, brain health, and mobility are seen as significant drivers for the company's growth [5] - Demand for hip and knee procedures remains strong, with the company performing well despite macroeconomic uncertainties [10][11] Product Development and Technology - The ARVIS® Augmented Reality System is viewed as a critical enabling technology for orthopedics, with plans for significant upgrades [17][18] - The company is exploring flexible pricing models for ARVIS® to drive market penetration [20] Financial Performance and Projections - The company anticipates continued improvements in cash flow generation, particularly in 2026, due to reduced regulatory spending and improved working capital efficiency [34][35] - CapEx is currently elevated due to integration efforts but is expected to normalize over the next few years [32][33] R&D and Innovation - Enovis aims to increase its R&D spending, currently at about 5-6% of revenue, to enhance innovation without sacrificing EBITDA [24][25] - The company views its M&A activities as a form of R&D, particularly in expanding its foot and ankle portfolio [26][28] Tariff and Pricing Trends - The company has seen improvements in its tariff situation, which is expected to positively impact financial performance in 2025 [44][45] - Pricing trends in the recon business are slightly down on a like-for-like basis, but new innovations are expected to stabilize overall pricing [53] Long-term Business Strategy - Enovis believes in the importance of maintaining a connection between its prevention and recovery and recon businesses to support patient care throughout their mobility journey [61] Conclusion - Enovis Corporation is positioned for growth through strategic focus on innovation, financial discipline, and leveraging its strong portfolio in the orthopedic market, while navigating macroeconomic challenges and enhancing operational efficiencies [5][34][61]

Core Viewpoint - Anker Innovations continues to experience rapid growth in its operating performance, with significant increases in revenue and net profit in recent quarters and projected for 2024 [1][3][5]. Financial Performance - In Q1 2024, Anker Innovations achieved approximately 60 billion yuan in revenue, a year-on-year increase of about 37%, and a net profit attributable to shareholders of 4.96 billion yuan, up approximately 60% [1][3]. - For the full year 2024, the company expects revenue and net profit to reach approximately 247 billion yuan and 21 billion yuan, representing year-on-year growth of about 41% and 31% respectively [1][5]. - From 2018 to 2024, Anker Innovations has consistently reported double-digit growth in both revenue and net profit [5][6]. Market Position and Brand Development - Anker Innovations is recognized as a leading global consumer electronics brand, primarily focusing on charging and energy storage products, which contributed over half of its revenue in 2024 [1][8]. - The company has established a strong global presence, with over 1.2 billion users across more than 140 countries and regions [8][10]. Investment in Sales and R&D - Anker Innovations has significantly increased its sales and R&D expenditures, with sales expenses reaching 55.70 billion yuan and R&D expenses at 21.08 billion yuan in 2024 [1][10]. - The company’s R&D investment has grown annually, with a notable increase of 49.13% in 2024 compared to 2023, accounting for 8.53% of its revenue [10]. Employee Compensation and Growth - The average employee salary at Anker Innovations rose to 659,200 yuan in 2024, reflecting a year-on-year increase of approximately 31.5% [2][7]. - The number of employees receiving compensation has also increased significantly, from 3,615 in 2022 to 5,034 in 2024 [6][7]. Cash Flow and Shareholder Returns - The company has shown strong operating cash flow growth, with 2024 cash flow reaching 27.45 billion yuan, a 92% increase year-on-year [6]. - Anker Innovations has distributed a total of 30.67 billion yuan in cash dividends from 2020 to 2024, with a dividend payout ratio averaging 42.56% [6].