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CHAGEE (NASDAQ: CHA) 2025Q3 Earnings Presentation ovember 28, 2025 DISCLAIMER This presentation contains forvardel-coking statements with n the nearing of Section 21E of the U.S. Securilies Echançe Ad of 1934, as ameded. These forward-couling state Prinzan Securites: Libgrain Reform Ao of 1955. These stalenents car be identified by relemint on your as "mill", "epents," antipraels," fritans," plans," Belenes," estimat ands sin ila state nems. Chage nay also make written or raal forward-looking statenents in ...

Transaction Overview - Allwyn and OPAP are combining to unlock long-term value for OPAP shareholders, positioning them to benefit from industry trends and mitigate risks[22, 27] - The transaction aims to create the second largest listed lottery and gaming operator globally, with greater scale to seize opportunities[32] - The combined company is expected to have a pro forma LTM H1-25 Adjusted EBITDA of €1.9 billion, including PrizePicks and Novibet[28, 33] - The transaction is expected to be double-digit accretive in the first year post completion[28] Financial Highlights - Allwyn's pro forma Adjusted EBITDA margin is 37% of pro forma Net Revenue[50] - Allwyn's pro forma online NGR is 55%[50] - Allwyn has a strong track record of growth, with Net Revenue, Adjusted EBITDA, and Adjusted EBITDA – Capex all more than doubling since 2019[59] - Allwyn has distributed over €3.3 billion in capital to its and OPAP's shareholders since 2019[253] Growth Strategy - Allwyn has multiple organic and inorganic growth levers, including PrizePicks, IWG, and Betano[37] - Allwyn's medium-term growth will be driven by high-growth, market-leading assets, representing ~30% of pro forma LTM H1-25 Adjusted EBITDA[39] - The combined company will be highly diversified geographically and by product, with 57% of pro forma LTM H1-25 NGR from exclusive revenue[41]

Sustainability Management & Value Creation - Daiichi Sankyo defines sustainability management as contributing to the sustainable development of society through innovative pharmaceutical products [19] - Three key elements drive Daiichi Sankyo's value creation: Science & Technology, Human Resources, and Patient Centricity [20] - The company aims to enhance corporate value by strengthening human and intellectual capital [8] - Daiichi Sankyo is integrating sustainability initiatives based on double materiality into the 6th Medium-Term Business Plan [92] Human Capital & Innovation - Daiichi Sankyo is strengthening Science & Technology talent through recruitment, reskilling programs, and investments in research facilities [23, 25] - The company is driving company-wide transformation through advanced digital technologies with Project 4D [25] - Innovation, robust pipelines, and global challenge opportunities fuel the continuous attraction and development of top talent [27] Patient Centricity - Daiichi Sankyo is embedding Patient Centricity across the group through internal communications, training programs, and engagement with patient groups [37, 65] - The company is promoting patient-focused drug development (PFDD) to incorporate patient voices into the drug development process [66] - Daiichi Sankyo collaborates globally with over 900 patient advocacy groups annually [66] - Daiichi Sankyo Brazil (DSBR) and American Regent (ARI) collaborated to deliver antidotes to Brazil within four days to support patients with poisoning symptoms [44]

BlueScope Overview - BlueScope aims for an annual EBIT uplift of approximately $500 million by 2030 through growth initiatives and investments[16] - BlueScope has returned over $3.8 billion in dividends and buy-backs since FY2017[16] - BlueScope is positioning its 1,250ha property portfolio for strategic value realization[22] - BlueScope expects $179 million net proceeds after taxes and fees from sale of 50% stake in Tata BlueScope Steel (TBSL)[20] New Zealand and Pacific Islands (NZPI) Segment - The EAF project is expected to reduce NZ Steel's Scope 1 and 2 greenhouse gas emissions by up to one million tonnes, or approximately 55%[38] - The EAF project would have indicatively improved FY2025 EBIT by approximately $80 million if operational[39] - Construction segment accounts for approximately 70% of NZPI's end-use segments[49] - COLORSTEEL sales volume has grown at a CAGR of 5% indexed at FY2016[63] Climate and Sustainability - BlueScope has a 12% intensity reduction target for steelmaking GHG emissions since FY2018[179] - BlueScope has a 30% intensity reduction target for non-steelmaking GHG emissions since FY2018[179] - BlueScope estimates projects are estimated to take steelmaking emissions intensity below 1.3 tCO2-e per tonne by 2030[184] - BlueScope has completed 192 team-based HSE risk control improvement projects in FY2025[147]

Financial Performance and Targets - Hydro achieved an adjusted RoaCE of 13.5% over the last 5 years [13, 183] - The company aims to deliver NOK 6.5 billion in annual improvements by 2030 through its improvement program [188, 246] - Hydro's capital allocation targets for 2025 and 2026 are reduced to NOK 13.5 billion [249] - The company targets an adjusted net debt to adjusted EBITDA ratio well below 2.0x over the cycle, with the LTM Q3-2025 ratio at 0.7x [186] - Total shareholder distributions since 2021 amount to NOK 41.0 billion [186] Extrusion Business - Hydro Extrusions is targeting an EBITDA uplift of NOK 8.0 - 10.0 billion by 2030 [68] - The company intends to reduce extrusion capacity by approximately 80 kt annually in Europe [134] - Hydro Building Systems experienced a 54% increase in EBITDA YTD 2025 in the Middle East [159] Recycling Business - The company estimates EUR 9 million out of EUR 10-15 million of Alumetal synergies will be delivered in 2025 [80] - Hydro is targeting an extrusion ingot recycling EBITDA margin of approximately USD 95/tonne in Q3 2025 [72] - Recycling adjusted EBITDA roadmap 2030 potential is NOK ~ 5 - 6 billion [83] Low-Carbon Transition and Sustainability - Hydro is projecting to deliver a CO2 reduction of 15% by year-end 2025 [14] - The company has a target to reduce CO2 emissions by 30% by 2030 [92] - Hydro has secured a new long-term power contract with Hafslund Kraft AS for 3.5 TWh of renewable energy supply from 2031 to 2040 [90]

Chugai's Value Creation & Sustainability - Chugai reorganized its value creation process in 2024, using materiality as axes, aiming to realize advanced and sustainable patient-centric healthcare[9] - The company focuses on creating innovative drugs and services, providing individualized solutions, ensuring quality, and co-creating a healthcare ecosystem[12] - Chugai is implementing materiality by aligning business activities with its materiality story, reflected in management strategies and division activities[14, 16, 20] - A project using the antibody drug discovery support technology MALEXA has advanced to clinical development stage[22, 23] - The company is constructing a disease database for blood coagulation disorders in cooperation with patient associations and academia[29, 35] - Chugai achieved 100% renewable energy ratio in purchased electricity[39] Mid-Size Molecule Drug Platform - Chugai is establishing a pharmaceutical technology platform for mid-size molecule drugs to provide new treatment options[6, 52] - The company is developing a new liquid-phase synthesis method to improve the efficiency of producing mid-size molecules[65] - Through joint research, the cost of certain non-natural amino acids was reduced to less than one third[77] - A 55.5 billion yen investment was made in Fujieda in 2024, 128.8 billion yen in Yokohama in 2022, and 4.5 billion yen in Ukima in 2020[90] Governance and Shareholder Value - Chugai emphasizes dialogue with investors to enhance governance and increase shareholder value[120] - Non-executive directors play a key role in monitoring and advising on management from a global perspective[129] - The company's average annual Total Shareholder Return (TSR) for the past 10 years is 23.5%, compared to 9.5% for TOPIX and 7.8% for TOPIX-17 Pharmaceutical Index[150]

Immutep Overview - Immutep has approximately A$109.85 million in cash and cash equivalents, providing a runway to the end of CY2026[14] - Immutep is developing four clinical-stage assets, including eftilagimod alfa (efti) and IMP761, designed to empower the immune system to fight cancer and autoimmune diseases[14] TACTI-004 (KEYNOTE-F91) Phase III Trial - The NSCLC drug market is expected to reach US$48 billion in sales in 2031[14,24] - The TACTI-004 Phase III trial has activated over 100 clinical sites across 24 countries and enrolled over 170 patients as of October 2025[25,30] - MSD is supplying KEYTRUDA for the TACTI-004 trial, with a typical ICI supply value of approximately US$100 million[30,32] Efficacy and Safety - In the INSIGHT-003 trial, a 62.7% objective response rate and a 90.2% disease control rate were observed across all PD-L1 expression levels in first-line NSCLC patients[52] - The EFTISARC-NEO trial in soft tissue sarcoma met its primary endpoint, demonstrating a median 51.5% tumor hyalinization/fibrosis rate (p<0.001) with neoadjuvant efti + KEYTRUDA + radiotherapy[52,70] Financials - Immutep's total revenue and other income were A$10.3 million in FY25, compared to A$7.8 million in FY24[79,80] - Research and development and intellectual property expenses increased to A$61.4 million in FY25[79,80] - The company reported a net loss of A$61.4 million in FY25[79] Intellectual Property - In FY24, seven patents were granted for efti, including six patents for efti in combination with a PD-1 pathway inhibitor[84] - Seven patents were granted for IMP761 in FY24[84] Anti-PD-(L)1 Therapies Sales - KEYTRUDA sales were approximately $29.5 billion in 2024[50,51] - OPDIVO sales were approximately $9.3 billion in 2024[50,51]

Daikin's Growth in the North American Data Center Cooling Market November 27, 2025 Today's Agenda 2 • Data Center Market in North America and Our Strategic Goals • Evolving Cooling Needs and Our Initiatives • Future Outlook North American Data Center Cooling Market Trends and Our Perspective 0 0.5 1 1.5 2 2.5 3 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 North American Data Center Cooling market Trend (company estimate) (T JPY) Approx. ¥1.1T Approx. ¥2.7T 3 Our Business Plan and Strategy 2023 2025 203 ...

Company Overview - NOVONIX is positioned as a leading domestic supplier of battery-grade synthetic graphite in North America[32] - The company is commercializing patented cathode synthesis technology to minimize environmental impact while producing high-performance materials[32] - NOVONIX offers industry-leading Ultra-High Precision Coulometry cell testing equipment and R&D services[32] Market and Competition - China dominates graphite production and export, accounting for approximately 95% of global supply[42] - China has imposed and tightened export controls on certain graphite items[42] - The US faces a structural market deficit for traditional Active Anode Material (AAM), forecasted to exceed 500kt/year over the next decade[51] Industrialization and Production - NOVONIX's Riverside facility is scaling to 20k tpa aligned with customer demand[63] - The company was awarded a $100 million DoE MESC grant and allocated up to $103 million in 48C investment tax credit for the Riverside facility[63] - NOVONIX Enterprise South is expected to have a full production capacity of 31.5k tpa, bringing the company's total production capacity to over 50k tpa[68] Commercial Traction - NOVONIX has a 4-year commitment totaling 10,000 tonnes with Panasonic and a 5-year commitment for a minimum of 32,000 tonnes with PowerCo starting in 2027[72] - The company is currently sampling to 15 current and potential customers[72] - NOVONIX delivered its first mass production, commercial-grade sample of synthetic graphite for industrial applications[83]