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Gray Television(GTN) - 2025 H2 - Earnings Call Presentation
2025-08-24 23:30
For personal use only For personal use only For personal use only For personal use only (0.73%) CAGR 0.90% CAGR 0.78% CAGR 0.93% CAGR For personal use only For personal use only For personal use only For personal use only For personal use only For personal use only For personal use only | atn KPIs | FY25 | FY24 | %chg | | --- | --- | --- | --- | | Radio spots inventory ('000) (1) | 1,114 | 1,080 | 3.1% Spots | | Radio sell-out rate (%) (2) | 56% | 60% | (4%) Sell-out | | Average radio spot rate (AUD) (3) | ...
NuScale(SMR) - 2025 H1 - Earnings Call Presentation
2025-08-24 23:00
Financial Performance - Total Income decreased by 34% year-on-year, from US$1327 million to US$872 million, due to a 25% reduction in Average Sales Price and a decrease of 436Kt in sales volumes[34, 35] - Underlying EBITDA decreased from US$375 million in 1H 2024 to US$147 million in 1H 2025[10, 34] - Underlying EBITDA Margin decreased from 28% in 1H 2024 to 17% in 1H 2025[34] - Operating Cash Flow decreased from US$209 million in 1H 2024 to US$151 million in 1H 2025[10, 32] - Net Debt increased to US$99 million, compared to a Net Cash position of US$(192) million in 1H 2024[10, 32] Production and Cost - Saleable Production was 65 Mt [10, 25] - FOB Cash Cost was US$89/t [10, 25] - Capital Expenditure was US$36 million [33] Guidance and Outlook - The company reaffirmed its full-year 2025 saleable production guidance of 138 – 144 Mt [40] - The company reaffirmed its full-year 2025 FOB Cash Cost guidance of US$85 - 90/t [40] - The company reaffirmed its full-year 2025 Capital Expenditure guidance of US$80 - 90 million [40, 45]
Stepan(SCL) - 2025 H1 - Earnings Call Presentation
2025-08-24 22:00
Financial Performance - Scales Corporation's Underlying EBITDA for 1H25 increased by 43% to $86.7 million, compared to $60.5 million in 1H24[14] - Underlying NPAT for 1H25 rose by 48% to $56.9 million, up from $38.4 million in 1H24[14] - Underlying NPATAS increased significantly by 72% to $48.9 million, compared to $28.5 million in 1H24[14] - The company anticipates Underlying NPATAS to be between $45.0 million and $50.0 million for FY25[14, 67] Divisional Results - Horticulture division experienced exceptional growth, with Underlying EBITDA increasing by 77.4% to $53.2 million in 1H25, compared to $30.0 million in 1H24[14, 23] - Logistics division also showed excellent results, with Underlying EBITDA up by 59.9% to $6.1 million in 1H25, compared to $3.8 million in 1H24[14, 23, 56] - Global Proteins division maintained a steady performance, with Underlying EBITDA at $29.7 million in 1H25, a slight increase of 0.5% from $29.6 million in 1H24[14, 23, 37] Balance Sheet - Net debt decreased to $67.5 million as of June 30, 2025, compared to $81.9 million as of June 30, 2024[25] - Approximately 55% of the Horticulture crop had been sold as of June 30, 2025, compared to 54% as of June 30, 2024[30] - Premium volumes accounted for approximately 75% of total export sale volumes, compared to 72% in 2024[52]
Gold Fields (GFI) - 2025 Q2 - Earnings Call Presentation
2025-08-22 13:00
Financial Performance - Gold Fields reported headline earnings of US$1,027 million, a 220% year-over-year increase, equating to US$1.15 per share[71] - Normalised earnings reached US$998 million, up 181% year-over-year, or US$1.12 per share[71] - Adjusted free cash flow was US$952 million, compared to a US$58 million outflow in H1 2024[71] - An interim dividend of 700 South African cents per share was declared, a 133% year-over-year increase[16, 71] - Net debt decreased to US$1,487 million, down from US$2,086 million at the end of December 2024[79] Production and Costs - Attributable gold production was 1,136 koz[7] - All-in Cost (AIC) was US$1,957/oz[7, 24] - Adjusted free cash flow from operations was US$1,143 million[7] - The company is on track to meet its 2025 production guidance of 2.25Moz – 2.45Moz and AIC guidance of US$1,780/oz – US$1,930/oz[24] Asset Performance - South Deep's attributable production increased by 31% to 148 koz, with AIC decreasing by 7% to US$1,770/oz[36] - Salares Norte produced 124 koz eq, with an AIC of US$2,345/oz eq and a free cash flow margin of 32%[7, 52]
BJ’s Wholesale Club (BJ) - 2026 Q2 - Earnings Call Presentation
2025-08-22 12:30
Forward-Looking Statements: BJ's Wholesale Club Investor Presentation August 2025 This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation that do not relate to matters of historical fact should be considered forward- looking statements, including, without limitation, statements regarding our future results of operations and financial position; our anticipated fiscal 2025 outlook; our membe ...
ZKH(ZKH) - 2025 Q2 - Earnings Call Presentation
2025-08-22 12:00
Financial Performance - ZKH's Q2 2025 net loss narrowed by 193% year-over-year to RMB 535 million, with margin improvement of 477bps[13,37] - The company's product sales (1P) gross margin increased by 452bps year-over-year to 160% on the ZKH platform and by 1376bps to 70% on the GBB platform[13] - Marketplace (3P) take rate increased by 2067bps year-over-year to 142%[13] - Private-label product GMV increased by 25% year-over-year, representing approximately 87% of total GMV[13] Revenue and GMV - In the first half of 2025, net revenues reached RMB 4592 million[18] - In the second quarter of 2025, net revenues reached RMB 2167 million[18] - In 2024, the company's GMV reached RMB 105 billion[7] - Private label GMV reached approximately RMB 700 million in 2024[7] Customer and Infrastructure - The company's customer base exceeded 74000 in Q2 2025, a 535% year-over-year increase[13] - ZKH launched the Taicang Smart Manufacturing Base in June, enhancing capabilities in product R&D, testing, and production[13] International Expansion - In the US, ZKH has approximately 6000 registered clients and approximately 600 SKUs, with revenue increasing by 260% quarter-over-quarter[13]
L'Air Liquide (AIQU.F) Earnings Call Presentation
2025-08-22 12:00
A Strategic Acquisition in South Korea François Jackow, Chief Executive Officer Jérôme Pelletan, Chief Financial Officer Ronnie Chalmers, Group VP, Head of Asia-Pacific Paris, August 22, 2025 1 A Strategic Acquisition in South Korea - August 22, 2025 A Timely Strategic Growth Acquisition Highly complementary Profitable growth Positioned on growth markets 2 THIS DOCUMENT IS PUBLIC A Strategic Acquisition in South Korea - August 22, 2025 A Timely Strategic Growth Acquisition Positioned on growth markets Korea ...
RLX Technology(RLX) - 2025 Q2 - Earnings Call Presentation
2025-08-22 12:00
Performance Highlights RLX TECH Second Quarter 2025 Earnings Presentation Contents Financial Highlights Performance Highlights Appendix Operational Highlights RLX TECH Contents Financial Highlights Revenues Gross Profit Non-GAAP Operating Expenses Profitability Capital Resources Operational Highlights Product Portfolio Domestic Products International Products Regulation and Compliance Appendix Key Ratios Income Statements Balance Sheets Statements of Cash Flows E-cigarettes Product Overview Vaping Myths and ...
Arteris(AIP) - 2025 H2 - Earnings Call Presentation
2025-08-22 09:00
GROUP ANNUAL RESULTS FOR THE YEAR ENDED 30 JUNE 2025 Andy Hall, CEO & Dorette Neethling, CFO OVERVIEW ANDY HALL, CEO 2 PANADO PRODUCT OF THE YEAR Panado Syrups and Panado Adult effervescent pain relief TRANSFORMATION CHILD HEALTH ADULT PAIN RELIEF 3 PERFORMANCE FY2025 H2 vs H1 TURNOVER +7% TRADING PROFIT +30% TURNOVER +1% R9.8b TRADING PROFIT -4% R1.2b DIVIDEND +2% 280 cents HEPS +1% 626 cents HEPS +36% 4 CONSUMER REVENUE R1 802m +6% TRADING PROFIT R385m +6% 5 OTC REVENUE R2 442m -1% TRADING PROFIT R404m +5 ...
TPG(TPG) - 2025 Q2 - Earnings Call Presentation
2025-08-22 09:00
Financial Performance - TPG's Distributable Earnings for the second quarter of 2025 increased by 26% year-over-year[4] - Net income for 2Q'25 was $30 million, compared to a net loss of $58 million in 2Q'24[16] - Net income attributable to TPG Inc was $15 million for 2Q'25, compared to a net loss of $14 million in 2Q'24[16] - After-tax Distributable Earnings (DE) increased from $207 million in 2Q'24 to $268 million in 2Q'25, driven by realized performance allocations and Fee-Related Earnings (FRE)[27] - Fee-Related Earnings (FRE) increased 9% from $201 million in 2Q'24 to $220 million in 2Q'25, with a consistent FRE margin of 44%[22] Assets Under Management (AUM) - Total Assets Under Management (AUM) reached $261 billion, a 14% increase in the last twelve months[17] - Fee-Earning Assets Under Management (FAUM) totaled $146 billion, up 7% over the same period[17] - 2Q'25 Fee-Related Revenues (FRR) increased 8% over 2Q'24, primarily driven by management fees[26] Capital Activity - Capital raised in 2Q'25 was $113 billion, compared to $63 billion in 2Q'24[17] - Capital invested in 2Q'25 was $104 billion, compared to $76 billion in 2Q'24[17] Dividend - TPG declared a quarterly dividend of $059 per share of Class A common stock[5]