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Companhia Paranaense de Energia (NYSE:ELP) 2025 Earnings Call Presentation
2025-11-19 12:30
Agenda | Opening Ceremony | Marcel Malczewski - Chairman of the Board of Directors | | --- | --- | | Designing the Future | Daniel Slaviero - President | | Copel Journey 2035: Expansion and Innovation | Diogo Mac Cord - VP of Strategy, New Business and Digital Transformation | | The Compound Factor of Value Creation | Felipe Gutterres - VP of Finance and IR | | Culture as a competitive advantage | Márcia Baena - VP of People and Management | | Legal Intelligence: Lever for Efficiency and Growth | Yuri Ledra ...
Viking Therapeutics (NasdaqCM:VKTX) Earnings Call Presentation
2025-11-19 12:00
VK2735 Development Programs - VANQUISH Phase 3 program is underway for VK2735, a GLP-1/GIP dual agonist for obesity[7, 67] - VENTURE Oral Phase 2 obesity study for VK2735 Oral, a GLP-1/GIP dual agonist, successfully achieved its primary endpoint[7, 10] - An Amylin agonist for obesity has an IND planned for 1Q26[7, 8] - VK2809, a selective thyroid receptor-β agonist for MASH, reported successful Phase 2b data in 2Q24[7, 8] - VK0214, a selective thyroid receptor-β agonist for X-ALD, reported successful Phase 1b data in 4Q24[7, 8] VK2735 Oral Phase 1 Study Results - After 28 days of oral dosing, up to 8.2% reduction in body weight was observed[22] - At 100 mg dose, up to approximately 7% placebo-adjusted weight loss was observed[15] - Weight loss effects were largely maintained through Day 57, four weeks from the last study dose[20] VK2735 VENTURE Oral Phase 2a Study Results - Up to 12.2% reduction from baseline in body weight was observed after 13 weeks[29, 32, 48] - A statistically significant difference vs placebo was observed at all time points for doses >15 mg[34] - In an exploratory maintenance cohort, down-titration from 90mg to 30mg produced continued gradual weight loss through Week 13[42] VK2735 Subcutaneous Formulation VENTURE Phase 2 Study Results - Up to 14.7% mean weight loss was observed after 13 weeks of VK2735 treatment[55, 66] - In the MAD study, a dose-dependent improvement in weight loss of up to 7.8% (6% placebo-adjusted) was reported after 28 days in subjects with BMI ≥30[50] Financial Information - As of September 30, 2025, the company had $714.57 million in cash and short-term investments[74] - Cash burn year-to-date as of September 30, 2025, was $188.042 million[74]
Assa Abloy (OTCPK:ASAZ.F) 2025 Earnings Call Presentation
2025-11-19 07:00
Capital Markets Day Milwaukee, US 19 November 2025 ASSA ABLOY is the global leader in access solutions. Every day we help people feel safe, secure and experience a more open world. Our strategy Build sustainable shareholder value Providing added value to our customers, partners and end-users Being a world leading organization where people can succeed Conducting business in an ethical, compliant and sustainable way Consolidate footprint and focus on value added Optimize logistics Reduce product cost Growth a ...
QFIN(QFIN) - 2025 Q3 - Earnings Call Presentation
2025-11-19 00:30
Company Performance - Qfin Holdings achieved a loan facilitation volume of RMB 833 billion in 3Q25[15] - The company reported a Non-GAAP Net Income of RMB 1508 million in 3Q25[16] - Non-GAAP ROE was 250%[17] User Base and Partnerships - Qfin Holdings has 621 million cumulative users with approved credit lines[15, 24] - The company has established partnerships with 167 financial institutions[15, 24] - The platform services contributed 551% to the loan facilitation volume[60] Shareholder Returns - Over US$1 billion worth of ADSs have been repurchased cumulatively[19] - Share count reduction through share repurchase plans is 228%[19] - The dividend per ADS for 1H25 was US$076[21] Loan Characteristics - The average drawdown is RMB 94k[26] - The weighted average contractual tenor is 106 months[26] - Repeated borrowers' loan volume contribution is 928%[26] AI and Technology - The company processes over 99% of loan applications automatically[43] - The AI-powered credit assessment engine uses over 730k data dimensions and 690 model iterations[43] - 74% of graphics & 27% of videos for marketing are generated by automated AIGC[48]
Extendicare (OTCPK:EXET.F) Earnings Call Presentation
2025-11-19 00:00
Acquisition Overview - Extendicare is acquiring CBI Home Health for $570 million[37, 94] - The acquisition is expected to be accretive to Extendicare's AFFO per share by 15% and earnings per share by 9%[34] - Post-synergies, the accretion is expected to increase to 20% for AFFO per share and 15% for earnings per share[34] - CBI Home Health's revenue for the twelve months ended July 31, 2025, was $478 million, with adjusted EBITDA of $61.9 million[34, 35, 87] - The purchase price represents 9.4x EV/Adjusted EBITDA pre-synergies and 8.4x post-synergies[94] Financing and Leverage - The acquisition will be funded through a combination of $26 million cash on hand, $200 million equity private placement, $205 million term loan, and $154 million revolver[37, 98] - Pro forma total debt to Adjusted EBITDA is expected to be 3.3x at transaction close[99] Extendicare's Business Segments - ParaMed, Extendicare's home health care segment, delivers over 13.5 million hours of home health care annually across 3 provinces[28, 40] - Extendicare operates 59 fully owned long-term care homes and manages 40 homes, representing approximately 7% of the Canadian market and 13% of the Ontario market[28] - Extendicare's managed services segment serves approximately 152,000 third-party and JV beds[42, 71] Market and Growth - The number of Canadians aged 85+ is projected to double by 2036 and triple by 2051[48] - ParaMed's care volumes grew by more than 10% in 2024 vs 2023 and increased 13% YTD Q3 2025 vs YTD Q3 2024[51] - Extendicare has a joint venture with Axium Infrastructure to redevelop LTC homes, with six homes under construction and 1,408 new beds replacing 1,097 Class C beds[77, 78]
Varex Imaging(VREX) - 2025 Q4 - Earnings Call Presentation
2025-11-18 22:00
11/18/2025 1 Making the Invisible Visible Q4 FY25 Earnings Presentation November 18, 2025 While forward-looking statements are based on assumptions and analyses made by management of Varex that it believes to be reasonable under the circumstances, whether actual results and developments will meet such expectations depends on a number of risks and uncertainties which could cause actual results, performance, and financial condition to differ materially from such expectations. Such risks and uncertainties incl ...
Figure Technology Solutions (NasdaqGS:FIGR) Earnings Call Presentation
2025-11-18 21:15
Today's Presenters Blockchain-Native Follow-On Non-Dilutive Secondary Offering November 18, 2025 Mike Cagney Co-Founder, Executive Chairman Michael Tannenbaum Chief Executive Officer Macrina Kgil Chief Financial Officer Clare Hove Chief Operating Officer 2 Disclaimer Figure Technology Solutions, Inc. ("Figure") has filed a registration statement (including a prospectus) with the SEC for this proposed offering to which this communication relates. Before you invest, you should read the prospectus in that regi ...
Helmerich & Payne(HP) - 2025 Q4 - Earnings Call Presentation
2025-11-18 16:00
Financial Performance - H&P achieved a direct margin of $242 million in North America Solutions, slightly exceeding the midpoint of guidance[12] - The company's consolidated adjusted EBITDA was $225 million[12] - H&P generated free cash flow of approximately $154 million[12] - Debt repayment of $210 million on $400 million term loan through October, with repayment of the entire term loan expected by end of Q3FY26[12] Operational Highlights - H&P's market share in the Permian Basin has expanded from 29% to approximately 35% over the past five years[13] - Approximately 50% of active rigs are operating under performance-based contracts[12] - Seven rigs are scheduled to resume operations in Saudi Arabia in 2026, increasing the total active rig count in-country to 24[12] - Direct margin of over $64 million in International and Offshore Solutions segments[12] Guidance and Capital Expenditure - Gross capital expenditures for full fiscal year 2026 are guided at $280-$320 million[23] - H&P anticipates over $50 million in cost savings in FY26 SG&A guidance compared to proforma annualized FY25[33]
PEARL DIVER CREDIT COMPANY INC.(PDCC) - 2025 Q3 - Earnings Call Presentation
2025-11-18 16:00
Pearl Diver Credit Company Inc. (NYSE: PDCC, PDPA) 2025 Q3 Earnings Presentation November 18, 2025 1 Disclaimer This presentation and the information and views included herein do not constitute investment advice, or a recommendation or an offer to enter into any transaction with Pearl Diver Credit Company Inc. ("PDCC" or the "Company") or any of its affiliates. This presentation is provided for informational purposes only, does not constitute an offer to sell securities of the Company or a solicitation of a ...
Oaktree Specialty Lending (OCSL) - 2025 Q4 - Earnings Call Presentation
2025-11-18 16:00
Financial Performance - GAAP net investment income was $041 per share, and adjusted net investment income was $040 per share for the quarter ended September 30, 2025[7] - A quarterly cash distribution of $040 per share was declared[7] - NAV was $1664 per share, a slight decrease from $1676 per share in the previous quarter[7] Portfolio and Investment Activity - The portfolio's fair value was $28 billion across 143 portfolio companies[7] - The weighted average yield on debt investments was 98%[7] - 86% of the portfolio was senior secured debt, with 83% in first lien loans[7] - 91% of the debt portfolio was floating rate[7] - New investment commitments totaled $208 million, with $220 million in new investment fundings[7] - Proceeds from prepayments, exits, and sales amounted to $177 million[7] - The weighted average yield on new debt commitments was 97%[7, 15] Liquidity and Capital Structure - The net debt to equity ratio was 097x, up from 093x in the prior quarter[7] - Available liquidity was $695 million, including $80 million in cash and $615 million of undrawn capacity on the credit facility[7] - The weighted average interest rate on debt outstanding was 65%, inclusive of interest rate swaps[7]