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BHP(BHP) - 2025 H2 - Earnings Call Presentation
2025-08-18 22:00
Resilience and growth Full year ended 30 June 2025 For personal use only Copper SA Disclaimer The information in this presentation is current as at 19 August 2025. It is in summary form and is not necessarily complete. It should be read together with the BHP Results for the year ended 30 June 2025. Forward-looking statements This presentation contains forward-looking statements, which involve risks and uncertainties. Forward-looking statements include all statements other than statements of historical or pr ...
AdAlta (1AD) Earnings Call Presentation
2025-08-18 22:00
This presentation is not an offer or invitation for subscription or purchase of or a recommendation of securities. It does not take into account the investment objectives, financial situation and particular needs of the investor. Before making any investment in AdAlta, the investor or prospective investor should consider whether such an investment is appropriate to their particular investment needs, objectives and financial circumstances and consult an investment advisor if necessary. COMMERCIALISING LIFE S ...
NeuroScientific Biopharmaceuticals (NSB) Earnings Call Presentation
2025-08-18 22:00
ASXNSB Patented Stem Cell Solutions for Complex Auto-Immune Disorders & Unmet Needs August 2025 TechKnow Invest Roadshow Nathan Smith – Chief Executive Officer 1 For personal use only Disclaimers For personal use only Presentation Information This presentation has been prepared by NeuroScientific Biopharmaceuticals Ltd (ASX: NSB) based on information available to it as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all information nece ...
Clime Capital (CAM) Earnings Call Presentation
2025-08-18 22:00
Clime Capital Limited Convertible Notes (CAM Notes) Offer - CAM Notes (ASX code: CAMG) offer a fixed interest return of 6.5% per annum, payable monthly, with a maturity date of 30 November 2028 [11] - The minimum investment is $2,000 (2,000 Notes @ $1.00 each) [11] - CAM Notes are convertible to ordinary CAM shares at $1.00 on a 1:1 basis anytime before maturity [11] - The notes are unsecured and unsubordinated, ranking behind secured creditors and equal with other unsubordinated debt [11] CAM.ASX Strategy - CAM.ASX is a Listed Investment Company equities portfolio focused on generating income above ASX 200 Dividend yield [18] - CAM.ASX leverages up to 40% of portfolio value to generate an interest margin and improve yield [18] - Clime Capital's Gross Asset Value (GAV) is $155 million as of 18 August 2025 [30] - Clime Capital (CAM.ASX) has 149 million shares on issue, with a market capitalization of $105 million and NTA (Net Tangible Assets) per share of $0.82 [30] Private Credit Market - Australia's non-bank lending sector has grown to $310 billion as of April 2025, representing approximately 8% of the total credit market of $3.93 trillion [46] - In January 2017, non-bank lending was $133 billion compared to a total credit market of $2.6 trillion [46] - The portfolio mix for credit investments is approximately 60-90% in private loans and 10-40% in liquid credit/cash [55]
XRF Scientific (XRF) Earnings Call Presentation
2025-08-18 22:00
Financial Performance - Revenue decreased by 1% to $59.5 million in FY25 compared to FY24[24] - Net Profit After Tax (NPAT) increased by 17% to $10.4 million in FY25 compared to FY24[24] - The company achieved a record quarterly profit before tax of $4.3 million from revenue of $16.8 million during June Q4[24] - Earnings Per Share (EPS) reached 7.4 cents, and a fully franked dividend of 4.5 cents per share was declared[24] Balance Sheet - Cash and cash equivalents increased by 2% to $12.2 million in 2025[25] - Total assets increased by 7% reaching $72.8 million in 2025[25] - Total equity increased by 8% reaching $60.2 million in 2025[25] Acquisitions - The company acquired the remaining 50% of Orbis Mining on 26 July 2024 for $3.91 million upfront consideration[20] - The company acquired 100% of Labfit on 13 December 2024 for $1.16 million upfront consideration[20] Segment Performance - Consumables sales revenue increased by 2% to $19.3 million in FY25[28] - Precious Metals sales revenue remained flat at $21.5 million in FY25[31] - Capital Equipment sales revenue increased by 4% to $22.6 million in FY25[35]
XP(XP) - 2025 Q2 - Earnings Call Presentation
2025-08-18 21:00
Financial Performance - XP Inc's client assets, AUM, and AUA reached R$1.9 trillion, a 17% increase year-over-year[10] - Gross Revenue increased by 4% year-over-year to R$4.7 billion[12] - The company's EBT was R$1.3 billion, a 5% decrease year-over-year[12] - Net Income grew by 18% year-over-year, with a diluted EPS growth of 30% CAGR[15] - The company's ROE was 24.4%, a 223 bps increase year-over-year[14] Retail Investments - Retail Net New Money amounted to R$16 billion[26] - Retail revenue increased by 9% year-over-year to R$3.577 billion[66] - Equities and Fixed Income are the main contributors in Retail revenue[69] Wholesale - Institutional, Corporate, and Issuer Services Gross Revenue reached R$3.619 billion LTM[54] - Investment Banking DCM Volume was R$34 billion[54] Capital Management - The company's BIS Ratio is 20.1%[14, 105] - The company's VaR is R$28 million, or 13 bps of Equity[107]
Fabrinet(FN) - 2025 Q4 - Earnings Call Presentation
2025-08-18 21:00
COMPANY OVERVIEW August 18, 2025 1 Disclaimer This presentation and the accompanying oral presentation contain "forward-looking" statements that are based on management's beliefs and assumptions and on information currently available to management. Forward-looking statements include all statements other than statements of historical fact contained in this presentation, including information concerning our business plans and objectives, potential growth opportunities, competitive position, industry environme ...
Palo Alto(PANW) - 2025 Q4 - Earnings Call Presentation
2025-08-18 20:30
Financial Performance - Q4 2025 Remaining Performance Obligation (RPO) reached $158 billion, a 24% year-over-year increase[11] - Next-Generation Security Annual Recurring Revenue (NGS ARR) for Q4 2025 was $558 billion, up 32% year-over-year[11] - Q4 2025 revenue totaled $254 billion, representing a 16% year-over-year growth[11] - The company's FY 2025 adjusted free cash flow was $351 billion, a 12% increase year-over-year, with an adjusted free cash flow margin of 380%[11] - FY 2025 non-GAAP operating margin was 288%, a 150 basis point increase year-over-year, and non-GAAP EPS was $334, up 18% year-over-year[11] Platformization and Customer Growth - The company has approximately 1,400 total platformizations[14] - Platformized customers exhibit a net retention rate (NRR) of 120%[14] - The number of customers with over $5 million in NGS ARR increased by 51% year-over-year, reaching 156, while those with over $10 million in NGS ARR increased by 50% year-over-year, totaling 51[18] Network Security and SASE - Network Security NGS ARR reached $39 billion, growing approximately 35% year-over-year[21] - SASE ARR grew by 35% year-over-year[23] - The company has approximately 6,350 SASE customers, an 18% increase year-over-year[23] Cortex and Security Operations - Total Cortex & Prisma Cloud ARR is approximately $17 billion, up approximately 25% year-over-year[24] - The company has approximately 400 XSIAM customers, more than double year-over-year[25]
Blink(BLNK) - 2025 Q2 - Earnings Call Presentation
2025-08-18 20:30
2 3 3 2Q25 Gross Profit and Gross Margin were impacted by $6.4 million in non-cash charges related to obsolete inventory adjustments and write-down of capitalized costs related to incomplete projects $8.0 $8.8 $9.8 $10.6 $11.8 $- $2.0 $4.0 $6.0 $8.0 $10.0 $12.0 2Q24 3Q24 4Q24 1Q25 2Q25 $ in millions Over Last 5 Quarters 5 Repeat and Recurring Service Revenue All comparisons are Q2 -2025 year-over-year, unless otherwise noted Service Revenues consist of repeat charging service revenues, recurring network fee ...
Coloplast (CLPB.F) Earnings Call Presentation
2025-08-18 19:00
Roadshow presentation 9M 2024/25 Making life easier Strive25: Sustainable Growth Leadership Fikria , User, Continence Care Forward-looking statements The forward-looking statements contained in this presentation, including forecasts of sales and earnings performance, are not guarantees of future results and are subject to risks, uncertainties and assumptions that are difficult to predict. The forward-looking statements are based on Coloplast's current expectations, estimates and assumptions and based on the ...