Financial Performance - Total net revenues for 2Q25 reached RMB 4,991.5 million, a 32.2% year-over-year increase[11] - Net product revenues for 2Q25 were RMB 4,558.7 million, up 34.0% year-over-year[11] - Net service revenues for 2Q25 amounted to RMB 432.8 million, reflecting a 15.4% year-over-year growth[11] - GAAP income from operations for 2Q25 was RMB 91.1 million, a quarterly high[11] - Non-GAAP income from operations for 2Q25 was RMB 121.3 million, a 28.9% year-over-year increase[11] - ATRenew repurchased 12.3 million ADSs with US$ 31.1 million during FY24 and 1H25[11] Business Updates - 1P business net product revenues increased by 34.0% year-over-year in 2Q25[13] - Excluding Apple Trade-In and international businesses, 1P business net product revenues increased by 39.2% year-over-year in 2Q25[13] - 3P business net service revenues increased by 15.4% year-over-year in 2Q25[13] - Multi-category recycling services saw a 107.1% year-over-year increase in 2Q25[13] - Transaction volumes in 2Q25 reached 10.3 million units, a 22.6% year-over-year increase[13] - The total AHS store count reached 2,092 as of June 30, 2025, a net increase of 576 year-over-year[13]

Financial Performance - Q2 2025 revenue was $1.64 billion, a decrease of 15% year-over-year[11] - Adjusted EBITDA for Q2 2025 was $472 million, a decrease of 38% year-over-year, with a 29% margin[11] - Adjusted EBIT for Q2 2025 was $149 million, a decrease of 69% year-over-year[11] - Net income for Q2 2025 was $24 million, a decrease of 94% year-over-year, resulting in a 9% margin[11] - Cash flow from operations was $441 million, a decrease of 43% year-over-year[11] Operational Highlights - Carried volume in Q2 2025 was 895K TEUs, a decrease of 6% year-over-year[17] - The average freight rate in Q2 2025 was $1,479/TEU, a decrease of 12% year-over-year[17] - Total liquidity as of June 30, 2025, was $2.87 billion[11] 2025 Guidance - The company increased the midpoints of its 2025 guidance for Adjusted EBITDA to a range of $1.8 billion to $2.2 billion[14] - The company increased the midpoints of its 2025 guidance for Adjusted EBIT to a range of $550 million to $950 million[14] Fleet and Strategy - The company operates a fleet of 123 containerships with a total capacity of 767K TEU[20] - The company's fleet includes approximately 50% newbuild and 40% LNG-powered vessels[16, 20]

Financial Performance - Auna's consolidated revenue for Q2 2025 was S/1,094 million, a decrease of 2% year-over-year (YoY), but an increase of 4% on a foreign exchange neutral (FXN) basis[19] - Adjusted EBITDA for Q2 2025 was S/241 million, a decrease of 3% YoY, but an increase of 5% FXN, with a flat margin of 211% YoY[15,17,19] - Adjusted Net Income increased significantly YoY, showing a +6x increase[46] - The Leverage Ratio remained flat at 36x[17] Segment Performance - Healthcare Services Mexico revenue in Q2 2025 was S/274 million, a decrease of 9% YoY, but an increase of 5% in local currency[25] - Healthcare Services Peru & Oncosalud Peru revenue in Q2 2025 was S/474 million, an increase of 8% YoY[29] - Healthcare Services Colombia revenue in Q2 2025 was S/346 million, a decrease of 8% YoY, but remained flat in local currency[33] Debt and Cash Flow - The company successfully offered an additional $621 million in aggregate principal amount of senior secured notes due 2029 in May 2025[54] - End-of-period cash stood at S/175 million[50] - Consolidated debt was S/3,702 million (US$1,045 million)[54,58] Operational Metrics - Oncosalud Peru plan memberships increased by 10% YoY, reaching 1,388,579 members[19,101] - Total bed capacity across the healthcare network was 2,224 beds[19]

Q2 2025 Performance & Outlook - Target's net sales decreased by 0.9% [1] - Comparable sales decreased by 1.9% [1] - GAAP and Adjusted EPS reached $2.05 [1] - Digital comparable sales increased by 4.3% [1] Growth Drivers - Same-day services grew by more than 25% [5] - Ship-to-guest services grew by more than 7% [5] - Trading cards are tracking to become a more-than-$1 billion business for Target in 2025 [15] - Double-digit net sales growth was achieved in Roundel and Target Plus marketplace [16] Investments & Strategy - The company is on track to invest about $4 billion in 2025 to support new stores, remodels, and enhancements in supply chain and technology [21] - The company is investing in 10,000+ new GenAI licenses [25]

Acquisition - Alcon will acquire STAAR Surgical for \$28 per share in cash, representing a ~59% premium to STAAR's 90-day volume-weighted average price[15] - The acquisition represents a total equity value of approximately \$1.5 billion and is expected to be funded through short- and long-term credit facilities[15] - The acquisition is expected to be accretive to core diluted EPS in year two[15] Financial Highlights (Q2 2025) - Net sales reached \$2.6 billion, a 4% increase year-over-year on a reported basis and a 3% increase in constant currency[21] - Core operating margin was 19.1%, a decrease of 70 basis points[21] - Core diluted EPS was \$0.76, compared to \$0.74 in Q2 2024[20] Financial Highlights (1H 2025) - Net sales reached \$5.0 billion[26] - Free cash flow was \$681 million[20] Product Mix (1H 2025 Sales) - Vision Care accounted for 45% (\$2.2 billion) of sales, while Surgical accounted for 55% (\$2.8 billion)[27] - Within Vision Care, contact lenses represented 62% of sales[27] - Within Surgical, consumables represented 53% of sales[27] FY 2025 Outlook (Updated) - Net sales are projected to be between \$10.3 to \$10.4 billion[64] - Core operating margin is expected to be between 19.5% to 20.5%[64] - Core diluted EPS is maintained at \$3.05 to \$3.15[64]

Presentation of Results for the year ended 30 June 2025 Niël Pretorius Chief Executive Officer Riaan Davel Chief Financial Officer Results for the year ended 30 June 2025 | Page 1 DISCLAIMER 18th consecutive financial year of dividends: Final cash dividend of 40 cps | Financial | | Operational | | Sustainable development | | | --- | --- | --- | --- | --- | --- | | Revenue R7 878.2m | Operating profit R3 523.6m | Production 4 830kg | All-in sustaining costs margin | Electricity consumption 282 560MWh | Potab ...

NEX T BI OM ET RI CS GR OU P ASA Q2 Presentation Aug ust 20, 2025 Disclaimer This presentation includes and is based, inter alia, on forward-looking information and statements that are subject to risks and uncertainties that could cause actual results to differ. Such forward-looking information and statements are based on current expectations, estimates and projections about global economic conditions, the economic conditions of the regions and industries that are major markets for NEXT Biometrics Group ASA ...

Financial Performance - Operating profit reached $159.7 million, a 5.4% increase compared to FY24[8,18] - Operating EPS increased by 7.3% to 89.8 cents[8,18] - The full year dividend increased by 12.6% to 73.3 cents per share[8,18] - Returns to shareholders totaled $202.1 million, a 64% increase from FY24, including $74 million from on-market share buy-backs and $128 million in total dividends[8,18,19] - Strategic partnership income surged by 202% year-over-year to $31.1 million, representing 20% of total operating profit[8,10] - Fund investment income increased by 210% to $42.2 million[20] Assets Under Management (AUM) - Assets under management (AUM) grew by 8.2% year-over-year, reaching $39.6 billion[8,10,18] - Investment Management revenue decreased by 12% year-over-year to $245.7 million, due to a decline in margins[8,10,18] Strategic Partnerships - Invested capital in strategic partnerships increased by 103% to $324.5 million[24] - Strategic partnerships returned 10% on invested capital in FY25, up 4% over the year[26] - FinClear reported revenue growth of 8% year-on-year and underlying EBITDA growth of 15% year-on-year[62,63]

Financial Performance - Group revenue reached $430.5 million, an increase of 8.2% compared to FY24[9, 26] - Group EBITDA amounted to $43.2 million, up 9.1% from FY24, exceeding the guidance range of $42 million to $43 million[9, 26] - NPATA increased by 11.4% to $10.2 million compared to FY24[26] - A final dividend of 9.0 cents fully franked was declared for FY25, bringing the total dividends for the year to 14.0 cents, representing a dividend yield of 7.8% based on the 30-day VWAP[10, 26] Segment Performance - Australia's revenue grew by 6.4% to $350.6 million, with EBITDA at $33.5 million and a margin of 9.6%, reflecting an 8.1% increase in EBITDA and a 20bp margin improvement[9, 13] - China's revenue increased by 18.3% to $101.0 million, with EBITDA at $9.7 million and a margin of 9.6%, representing a 12.7% increase in EBITDA but a 50bp margin contraction[10, 18] - Tulip revenue in China increased by approximately 40%, driven by both volume and ASP growth, while export volume and revenue rose by about 25%[20] Cash Flow and Capital Expenditure - Cash conversion stood at 96%, with a seasonal unwind of working capital achieved in the second half of the year[26, 44] - Capital expenditure for FY25 totaled $7.2 million, including $3.9 million in growth CAPEX and $3.2 million in maintenance CAPEX[46, 47] - Net debt to EBITDA ratio decreased to 1.5x from 1.7x in June 2024[52] Outlook - Revenue for the first seven weeks of FY26 is up 5% in Australia and down 14% in China compared to the same period in FY25[56, 58] - FY26 revenue growth is expected in both Australia and China, with Australia's margin rate anticipated to be in line with FY25[60]

Company Overview - ZTO is a leading express delivery company in China, holding the 1 market share by parcel volume since 2016[12] - In 2Q25, ZTO delivered 98 billion parcels, capturing a 195% market share[12] - ZTO's network covers >99% of county-level cities in China[12] Competitive Advantages - ZTO operates 94 sorting hubs and has deployed 690 automation lines[12,69] - The company has a self-owned line-haul fleet of over 10,000 vehicles and operates approximately 3,900 line-haul routes[12] - ZTO's Network Partner Model (NPM) has increased its market share from 66% in 2011 to 73% in 2024, compared to the Direct Model[21] Financial Performance (Q2 2025) - ZTO's quarterly revenue reached RMB 11832 million, representing a 10% year-over-year growth[157] - The company's adjusted EBITDA margin was 299%[161] - Adjusted Net Income margin was 173%[166] ESG Initiatives - The company aims for a 20% reduction in GHG emissions intensity per parcel by 2028, using 2023 as the base year[120] - ZTO is increasing the proportion of women in management positions to 39% by 2030[123] - The company is actively involved in community and rural revitalization programs[123]