ProSense® is the first and only medical device to be granted U.S. FDA marketing authorization for the local treatment of low-risk breast cancer with endocrine therapy (Nasdaq: ICCM) icecure-medical.com March 2026 Confidential Forward Looking Statements This presentation contains forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, as amended, and other Federal securities laws. Words such as "expects," "anticipates," "intends," ...

MAYVILLE ENGINEERING COMPANY INVESTOR PRESENTATION MARCH 2026 SAFE HARBOR STATEMENT MARCH 2026 INVESTOR PRESENTATION Safe Harbor Statement under the U.S. Private Securities Litigation Reform Act of 1995: This presentation contains statements that are forward -looking in nature which express the beliefs and expectations of management including statements regarding the Company's expected results of operations or liquidity; statements concerning projections, predictions, expectations, estimates or forecasts as ...

Summary of UniCredit Conference Call Company and Industry - **Company**: UniCredit (OTCPK:UNCF.F) - **Industry**: Banking and Financial Services Key Points and Arguments M&A Announcement - UniCredit announced a voluntary public exchange offer for all ordinary shares of Commerzbank, aiming to increase its stake above 30% without seeking control [2][5] - Current direct voting stake is approximately 26%, with an additional 4% via total return swaps [2] Offer Details - The expected exchange ratio is 0.485 shares of UniCredit per share of Commerzbank, implying a price of EUR 30.8 per Commerzbank share, representing a 4% premium as of March 13, 2025 [3] - The offer is designed to eliminate a 30% cliff edge under German takeover law and facilitate constructive engagement with Commerzbank [2][5] Strategic Rationale - The move is necessary to manage risks associated with share buybacks by Commerzbank, which require UniCredit to sell shares to remain below the 30% threshold [9] - The offer is intended to provide certainty regarding UniCredit's stake and allow for future share acquisitions in the open market [3][9] Engagement with Commerzbank - UniCredit emphasizes the importance of dialogue with Commerzbank management and stakeholders, stating that the time for discussion is now [3][22] - The offer opens a 12-week period for engagement, with the hope of resolving ongoing uncertainties [22] Financial Implications - The anticipated capital impact of the offer is negligible, as UniCredit does not expect to reach control [14][19] - If control were achieved, the capital impact would be approximately 200 basis points [15][30] Share Buyback and Dividend Policy - UniCredit is seeking shareholder approval for a EUR 4.75 billion share buyback, pending ECB approval [4] - The share buyback will commence after the offer period closes, with no impact on the dividend policy [4][29] Future Actions - UniCredit can launch additional offers after the current offer is completed, with no restrictions on buying shares in the open market post-offer [15][53] - The company aims to maintain flexibility in managing its stake in Commerzbank, with no immediate plans for further offers [15][53] Regulatory Considerations - Under German law, once the offer is completed, UniCredit can buy an unlimited number of shares in the open market [27] - The company is aware of the need for constructive engagement with German policymakers regarding the offer [57] Market Context - UniCredit believes that a combination with Commerzbank could create significant value for both institutions and the broader European banking landscape [37] - The company recognizes the fragmented nature of Germany's banking market and aims to address this through constructive dialogue [37] Additional Important Points - The offer is for 100% of Commerzbank, but UniCredit does not expect to reach that level [47] - The company is open to future discussions and potential adjustments to the offer based on engagement outcomes [47][65] - UniCredit's approach is focused on creating consensus and avoiding aggressive tactics in negotiations [65]

Investor presentation March – April 2026 Forward looking statements and non-IFRS measures This document may contain forward-looking statements that may or may not prove accurate. For example, statements regarding expected revenue growth and trading profit margins, market trends and our product pipeline are forward-looking statements. Phrases such as "aim", "plan", "intend", "anticipate", "well-placed", "believe", "estimate", "expect", "target", "consider" and similar expressions are generally intended to id ...

SUSTAINABILITY AT JULIUS BAER Empowering for positive impact March 2026 Important information General This presentation by Julius Baer Group Ltd. ("the Company") does not constitute an invitation or offer to acquire, purchase or subscribe for securities nor is it designed to invite any such offer or invitation and neither purports to contain all of the information that you may wish to consider. Cautionary statement regarding forward-looking statements This presentation by the Company may include forward-loo ...

Financial Data and Key Metrics Changes - In Q4 2025, revenue rose to $85.2 million, up 43% year-over-year, reaching the upper end of guidance [11] - For the full year 2025, revenue was $183 million, representing a 41.8% year-over-year growth [11] - Gross margin in Q4 reached 40.4%, an increase of 3.6 percentage points compared to the same period in 2024 [12][13] - Full-year gross margin for 2025 was 38.3%, with expectations for continued improvement in 2026 [14] Business Line Data and Key Metrics Changes - Amazfit branded product revenue grew 51% year-over-year for the full year 2025, with Q4 sales increasing by 45.4% year-over-year [4][11] - The launch of new products like Active Max and T-Rex Ultra 2 contributed to the strong performance across both entry-level and premium segments [5][10] Market Data and Key Metrics Changes - The company reported strong execution during critical sales periods, particularly Black Friday and Christmas, enhancing brand visibility across major e-commerce channels [11] - The average selling price of products has steadily increased, providing a competitive edge against rivals [22] Company Strategy and Development Direction - The company is transitioning from a traditional wearable hardware business to a hybrid training platform, focusing on integrating hardware, training intelligence, and software [4] - Strategic partnerships with elite athletes and events like HYROX are aimed at enhancing brand credibility and visibility in the performance sports community [8][9] - Plans for 2026 include strengthening the premium product lineup and expanding the ecosystem through AI-driven training insights [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustained demand beyond seasonal trends, projecting Q1 2026 revenue between $50 million and $55 million, representing a year-over-year growth of 30%-43% [10][22] - The company is navigating macroeconomic challenges, including memory cost inflation, while maintaining a focus on cost management and operational efficiency [21] Other Important Information - The net loss attributed to Zepp Health was $6.4 million in Q4 2025, a significant improvement from an adjusted net loss of $22.5 million in Q4 2024 [18] - Cash equivalents stood at $113 million as of December 31, 2025, reflecting a strong liquidity position [19] Q&A Session Summary Question: How many new products are you planning to launch this year compared to last year? - The company plans to launch a similar number of products as last year, which was around nine [26] Question: How are you preparing for the recent spike in the U.S. dollar? - The company is not significantly affected by dollar fluctuations, as production is diversified across Asia, and the dollar is providing some tailwind [28] Question: Which specific areas do you think there are reductions in operating expenses? - Selling and marketing expenses have been front-loaded for product launches, and G&A costs have been decreasing [29]

Company and Industry Summary Company Overview - The company is involved in the TCB (Thermo-Compression Bonding) equipment market, focusing on advanced packaging technologies for semiconductors, particularly in the HBM (High Bandwidth Memory) sector. Key Points Market Potential and Growth - The total addressable market (TAM) for TCB has been revised upwards from $1 billion to $1.6 billion by 2028, driven by the surge in AI demand, with a projected compound annual growth rate (CAGR) of approximately 30% from 2025 to 2028 [2][9][15]. HBM Business Developments - The company has shipped HBM4 12-layer TCB equipment and is currently sampling 16-layer solutions. If JEDEC relaxes stacking height restrictions, TCB technology could extend to 20 layers, delaying the introduction of hybrid bonding (HB) [2][13][15]. - In Q4 2025, the company secured significant orders for logic chips, including 34 Chip-to-Substrate TCB orders from leading foundries, indicating strong demand in the logic chip sector [4][5]. Demand Structure - The demand for HBM memory interconnects significantly exceeds that for logic chips, with a ratio of 72 to 1. Within logic applications, Chip-to-Substrate demand is currently much higher than the nascent Chip-to-Wafer segment [2][6]. Strategic Focus - The company plans to divest its NEXX (wet process) and SMT (Surface Mount Technology) businesses to concentrate resources on high-growth, high-margin advanced packaging sectors, including TCB, photonics, and high-end die bonding [2][18]. Regional Performance - Revenue from Japan and Korea increased to 9%, primarily driven by advanced packaging, especially TCB, with significant contributions from the HBM market in Korea [7][8]. Future Outlook - The company maintains a market share target of 35% to 40% in the TCB market, with expectations of continued growth in the coming years, although specific guidance for 2026 was not provided [9][10]. Supply Chain and Production Capacity - Current production capacity for TCB equipment is stable, with no immediate price increases anticipated. The company is monitoring supply chain impacts from geopolitical events but has not faced significant disruptions [12]. Technology and Innovation - The company is actively exploring hybrid bonding solutions while continuing to advance TCB technology. The development of 20-layer HBM products will depend on market demand and potential regulatory changes [16][17]. Financial Considerations - The NEXX business generated approximately $100 million in revenue in 2025, but specific transaction details regarding its sale have not been disclosed [21]. Customer Engagement - The company is engaging with major HBM customers in Korea, including the second-largest memory manufacturer, to explore opportunities beyond traditional supply chains [3][19]. Conclusion - The company is well-positioned in the advanced packaging market, particularly in TCB technology, with strong growth prospects driven by AI and HBM demand. Strategic divestitures and a focus on core competencies are expected to enhance its market position moving forward.

Zepp Health Earnings Presentation 4Q25 Financial and Operating Results 01 06 4Q25 Revenue and Gross Margin Trend 07 Adjusted Operating Expenses 10 2 Empowering Health, Inspiring Joy Fourth Quarter and Full Year 2025 Investor Relations 15 March 2026 Table of Contents 02 FY25 Financial and Operating Results 03 Revenue 04 4Q25 Gross Margin 05 Business Outlook FY25 Gross Margin 08 Net Income/ Earnings Performance Liquidity Position 09 4Q25 Financial and Operating Results $85.2 Million Revenue -$6.4 Million Adju ...

Ajinomoto 2026 Investor Day Summary Company Overview - **Company**: Ajinomoto Co., Inc. (OTCPK: AJIN.Y) - **Event**: 2026 Investor Day - **Date**: March 15, 2026 - **Key Speakers**: - Shigeo Nakamura, President & CEO - Ms. Ono, Executive Officer in charge of Sustainability Core Industry Focus - **Industry**: Agri-food systems - **Key Themes**: Sustainability, AminoScience technology, corporate value enhancement Key Points and Arguments Sustainability Initiatives - Ajinomoto views sustainability as central to its ASV (Ajinomoto Group Creating Shared Value) initiatives, aiming to create both social and economic value while accelerating business growth [3][5] - The company has set a goal to reduce environmental impact by 50% and extend healthy life expectancy for 1 billion people [5] - Ajinomoto is focusing on six material themes to maximize ASV, addressing risks and opportunities to enhance business resilience and growth [5][12] Agri-food Systems - The agri-food sector accounts for over 20% of global GHG emissions, making it a critical area for Ajinomoto's sustainability efforts [9][30] - Ajinomoto is leveraging its AminoScience technology to develop solutions that address social challenges in the agri-food sector, including climate change impacts on crop yields [8][9] - The company is actively participating in international discussions, such as COP 30, to promote sustainable agri-food systems and expand funding for agriculture [4][10] Financial Strategies - Ajinomoto aims to enhance corporate value by increasing cash flow generation, reducing the cost of capital, and raising growth rates [6][7] - The company is working on integrating sustainability into its business strategy to improve resilience and earning capabilities [6][8] Specific Initiatives - **Farmer Support Programs**: - In Thailand, Ajinomoto has initiated the Thai Farmer Better Life Partner project, supporting over 8,000 farmers and increasing cassava productivity by more than 30% [17][18] - Similar initiatives are being launched in Vietnam, focusing on improving cassava productivity and reducing GHG emissions [19][20] - **Logistics Efficiency**: - The F-LINE project in Japan aims to improve logistics efficiency and reduce GHG emissions through joint transport initiatives [23] - **Health and Nutrition**: - Ajinomoto is addressing excessive intake of salt, sugar, and fat through product innovations that maintain taste while promoting healthier diets [25][26] Partnerships and Collaborations - Ajinomoto is collaborating with various stakeholders, including governments and financial institutions, to enhance sustainability and corporate value [4][11] - The company signed an MOU with Banco do Brasil to develop financial schemes utilizing sustainable finance for farmers [11][39] Market Opportunities - The market for carbon credits is expected to grow significantly, with Ajinomoto positioning itself to capitalize on this trend through its GHG reduction initiatives [36][37] - The company anticipates that its AjiPro-L product and biostimulants will significantly contribute to revenue growth, targeting JPY 30 billion for biostimulants and JPY 20 billion for AjiPro-L by 2030 [51][54] Additional Important Content - Ajinomoto's initiatives are not only aimed at enhancing corporate value but also at addressing urgent social issues related to climate change and food security [30][31] - The company recognizes the need for a robust ecosystem involving farmers, financial institutions, and governments to effectively implement its sustainability solutions [34][35] - Ajinomoto's participation in COP 30 highlighted the rising global interest in sustainable agri-food systems and the importance of collaborative efforts to tackle climate change [10][70] This summary encapsulates the key points discussed during Ajinomoto's 2026 Investor Day, focusing on sustainability, agri-food systems, financial strategies, specific initiatives, partnerships, and market opportunities.

Financial Data and Key Metrics Changes - In 2025, total revenue reached $959.5 million, a 61.4% year-over-year increase, with gross profit more than doubling [34] - Adjusted net profit was approximately $230.3 million, reflecting a 285% year-over-year growth from $59.8 million in FY 2024 [38] - The company recorded a loss of $532.4 million due to share loss and impairment from the investment in Legend Biotech [35][36] Business Line Data and Key Metrics Changes - GenScript Life Science Group revenue grew 14.8% year-over-year to $522.1 million, contributing significantly to overall growth [34] - ProBio achieved a remarkable 309.1% year-over-year growth to $388.7 million, largely due to the LaNova license deal [34] - Bestzyme's revenue grew by 7.9% year-over-year to $58 million, outperforming the industry average of 5% [34] Market Data and Key Metrics Changes - North American and European markets contributed 38% of total revenue, indicating a notable increase in international footprint [41] - Orders from first-time clients in the Life Science Group grew over 34% year-over-year, reflecting strong market demand [9] - The U.S. market maintained steady growth, while Europe achieved over 30% growth in 2025 [10] Company Strategy and Development Direction - The company aims to achieve high-quality growth while gradually improving profitability, focusing on platform innovation and ecosystem expansion [46] - Strategic investments will be made in automation and digitalization to enhance operational efficiency and cost-effectiveness [46] - The company plans to strengthen its capabilities in business synergy, globalization, and automation as key focuses for 2026 [47] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth trajectory of the GenScript Life Science Group, expecting revenue growth between 15% and 18% in 2026 [46] - The company noted that geopolitical uncertainties had a relatively minor impact on biopharmaceutical production capacity in 2025 [62] - Management highlighted the importance of maintaining market leadership and focusing on cost optimization to improve profitability [56] Other Important Information - GenScript achieved significant ESG milestones, including an upgrade to AA rating by MSCI and inclusion in the FTSE4Good index series [7] - The company reported a significant increase in R&D efficiency, achieving a 140% improvement and reducing project timelines to six months [32] Q&A Session Summary Question: Revenue recognition from LaNova deal - The company confirmed that the second milestone payment from the LaNova deal was recognized in the second half of 2025, contributing to strong organic growth [51] Question: Profitability and gross profit margin decline - Management explained that slight fluctuations in gross profit margins were due to necessary investments for global expansion and product mix shifts, with expectations for improvement in 2026 [55][56] Question: Outlook for global market share amid geopolitical uncertainties - Management expressed optimism about the long-term prospects for CRO and CDMO, citing a rebound in global biopharmaceutical investment and improved capacity utilization in China [62] Question: Development strategy for Legend Biotech - Management highlighted Legend's significant progress and profitability, stating that it will continue to evaluate options to maximize shareholder value [73] Question: Strategy to mitigate customer concerns regarding regulatory scrutiny - The company clarified that it is not classified as a genomics or gene therapy-related company and will enhance transparency and compliance to address customer concerns [75]