Connected to deliver what drives us all forward Breakthrough 2028 Capital Markets Day 17 September 2025 INDELING TITLE COLOR THEME COLORS HYPERLINK CMD template Alleen titel (kleine afwijkingen t.o.v. standaard PostNL-template) Connected to deliver what drives us all forward September 17, 2025 1 Connected to deliver what drives us all forward 2 Breakthrough 2028 Agenda Strategy Business segments Financial ambition Closing remarks Q&A 1 2 3 4 5 Connected to deliver what drives us all forward INDELING TITLE C ...

Financial Performance - Total revenues for Q4 FY2025 were RMB 6178 million[8], with Pop Toy Business contributing RMB 658 million[8] - Adjusted Net Income for Q4 FY2025 was RMB 1112 million[8], a YoY decrease of 426%[8] - The company reported Cash and Cash Equivalents, Restricted Cash and Short-term Investments of RMB 10409 million[8] Pop Toy Industry and Letsvan Acquisition - The global toy market grew at a CAGR of 52% from RMB 6312 billion in 2019 to RMB 7731 billion in 2023[9], and is expected to reach RMB 9937 billion in 2028[9] - China's blind box market is projected to reach RMB 58 billion by 2025, accounting for 65% of the global share[10] - Letsvan was acquired and fully consolidated, focusing on IP commercialization and targeting the younger generation[6, 12] Strategic Initiatives and Partnerships - Letsvan became a core marketing partner of the 2025 China Open, launching 10 co-branded WAKUKU x China Open products[18] - Strategic distribution partnerships include a wholesale network of over 10000 retail stores domestically and expansion to over 20 countries internationally[28] - Online GMV in China Market achieved RMB 18M+ in August 2025, representing 9x April's level[29] IP Portfolio and Product Development - The company has a portfolio of 15 IPs, including 11 self-owned, 2 exclusive licensed, and 2 non-exclusive[8, 39] - The company focuses on data-driven IP incubation, end-to-end supply chain management, and omni-channel distribution network[13]

JP Morgan US All Stars Conference Joe Hinrichs President & Chief Executive Officer Sean Pelkey Executive Vice President & Chief Financial Officer 9.17.2025 Forward Looking Disclosure This information and other statements by the company may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act with respect to, among other items: projections and estimates of earnings, revenues, margins, volumes, rates, cost-savings, expenses, taxes, liquidity, capital expenditur ...

Hereditary Angioedema (HAE) - Navenibart - Navenibart aims to be the first-choice therapy for preventative treatment of HAE, with potential for quarterly (Q3M) and semi-annual (Q6M) administration[15, 6] - Phase 1b/2 data suggests Navenibart's efficacy could match or exceed existing treatments while reducing treatment burden[16] - The Phase 3 program, including ALPHA-ORBIT and ORBIT-EXPANSE trials, is designed to support global registration, with topline data expected in early 2027[18] - ALPHA-STAR and SOLAR trials showed a mean attack rate reduction of 91-95% across all doses, with an overall mean of 92%[24] - The ALPHA-SOLAR trial demonstrated consistent efficacy with a longer median follow-up of 9.1 months, showing a 92% attack rate reduction from baseline[28, 29] - Market research indicates that offering both Q3M and Q6M dosing options could increase market adoption, with 53% of patients initiating preventative therapy and 46% switching preventative therapy preferring Q3M & Q6M options[32] Atopic Dermatitis (AD) - STAR-0310 - STAR-0310 targets the OX40 pathway and has the potential to become the first-choice OX40 therapy for Atopic Dermatitis[45] - The U S commercial opportunity for moderate-to-severe AD is projected to reach $22 billion by 2030[35, 36, 44] - Phase 1a data demonstrates a best-in-class 68-day half-life, supporting potential for every-six-month dosing[51, 71, 77] - Phase 1a data showed broad and durable pharmacodynamic effect across Type 1, 2, and 3 inflammation, with maximal suppression achieved within one week and sustained for at least 16-20 weeks[63, 68, 77]

Growth & Financials - Workday expects to add $1 billion in net new subscription revenue each year from FY23 to FY26E, reaching $8.8 billion in FY26E[46] - The company anticipates a Non-GAAP operating margin of 29% in FY26E, a 3 percentage point increase from 20.1% in FY23[49] - Workday projects stock-based compensation expense as a percentage of revenue to be approximately 17% in FY26E, a decrease of ~1 percentage point from 21% in FY23[52] - The company aims for a subscription revenue CAGR of 13%-14% through FY28 and a Non-GAAP operating margin of ~35% in FY28[55] - Workday intends to execute $5 billion in share repurchases through FY27[55, 56] AI & Product Innovation - Over 75 million users are under contract on the Workday platform[23, 24, 149] - More than 75% of net-new customer wins include one or more AI products[26] - Over 30% of customer expansions include one or more AI products[26] - Emerging Agentic AI SKUs are experiencing growth exceeding 200% year-over-year[33, 35] Market Expansion - Medium Enterprise customers account for over 50% of new customer ACV[44, 174] - The company is seeing ~20% FINS+ subscription revenue growth[44]

Company Overview - MIND Technology, Inc is a leading provider of marine technology[1,5] - The company focuses on three broad markets within the marine industry[6] - Seamap unit is a leading supplier to the seismic exploration and survey industries[7] Financial Performance and Strategy - MIND transformed for profitable growth by selling Klein Sonar Unit in August 2023 and streamlining operations[14] - The company eliminated outstanding debt and recapitalized by converting all preferred stock to common stock[15] - The firm backlog was $128 million as of July 31, 2025[21] - Approximately 68% of revenue in the first half of fiscal year 2026 is from recurring after-market (spares, etc)[39] - For the six months ended July 31, 2025, MIND Technology reported revenues of $21463 thousand and a net income of $959 thousand[69,72] Market and Industry - Global spending on exploration should average $22 billion per year in real terms over the next five years[11] - Global capital expenditure on subsea facilities is set for a 10% compound annual growth rate from 2024 to 2027[12]

Transaction Overview - NBHC will acquire Vista Bancshares, Inc in a deal valued at $369 million[10] - The deal structure involves approximately 80% stock and 20% cash consideration[10] - Vista shareholders will receive 31161 shares of NBHC and $3162 in cash for each common share of Vista Bancshares, Inc[10] - Pro forma ownership will be approximately 84% NBHC and 16% Vista[10] Strategic Rationale - The acquisition enhances NBHC's financial performance with an expected EPS accretion of approximately 17% in 2026[14] - The transaction is expected to improve NBHC's 2026 Return on Average Tangible Common Equity (ROATCE) by 350bps+[14] - The acquisition accelerates NBHC's growth strategy in Texas, a demographically attractive banking market with a projected 5-year population growth of 56%, more than 2x the national average[14] - Vista's strong loan growth CAGR of 21% since 2021 enhances NBHC's growth profile[14] Vista Bancshares Overview - Vista Bancshares, Inc has $21 billion in assets, $19 billion in loans, and $2 billion in deposits as of Q2 2025[16] - Vista's Net Income is $68 million[16] - 73% of Vista deposits are located in Dallas[18]

Cautionary Statement on Forward-Looking Information… Certain information contained or incorporated by reference in this presentation, including any information as to our strategy, projects, plans or future financial or operating performance, constitutes "forward-looking statements". All statements, other than statements of historical fact, are forward-looking statements. The words "expect", "target", "plan", "guidance", "ramp up", "on track", "project", "continue", "additional", "growth", "expand", "potenti ...

Financial Performance & Targets - The company aims for a high-single-digit percentage revenue CAGR and a mid-teens percentage adjusted EPS CAGR since FY22[57, 59] - Ralph Lauren has generated over $2 billion in free cash flow and achieved a 111% adjusted ROIC since FY22[64] - The company projects mid-single-digit percentage revenue CAGR through FY28, with operating margin expansion[94] - The company's revenue target for FY28 is $7.1 billion[765] - The company anticipates a gross margin expansion annually through FY28[794] - The company projects adjusted operating margin expansion of 100 to 150bps[807] Brand & Market Position - Ralph Lauren's brand market share is less than 2% of a $400 billion+ total market value[73, 71] - Ralph Lauren is the 1 most trusted fashion brand with the most loyal customers in the industry[77, 79] - The company has acquired over 16 million new customers[274] Regional Growth - APAC is the company's fastest-growing region, with a revenue CAGR of +17% and a double-digit percentage AUR growth since FY22[450, 451] - China has delivered a +24% revenue CAGR and added over 100 new stores since FY22[456, 458] - EMEA has achieved a +10% revenue CAGR and a +30% AUR increase since FY22[521]

Financial Performance - Q4 2025 - Net sales reached $8.5 billion, a 6.9% increase compared to Q4 2024, driven by market outperformance[6] - Organic growth contributed 5.8% and acquisitions added 1.1% to the net sales growth[6] - Adjusted operating profit was $972 million, up 13.4% from Q4 2024, with an adjusted operating margin of 11.4%, a 60 bps increase[6] - Adjusted diluted EPS increased by 16.8% to $3.48[6] Financial Performance - FY2025 - Net sales for FY2025 totaled $30.8 billion, a 3.8% increase compared to FY24[13] - Adjusted operating profit was $2.8 billion, a 0.6% increase compared to FY24[13] - Adjusted diluted EPS reached $9.94, a 2.6% increase compared to FY24[13] - The company generated $1.9 billion in operating cash flow[13] Capital Deployment & Balance Sheet - Capital deployment included $483 million, with 4 acquisitions completed during the quarter, share repurchases of $189 million, and dividends of $165 million[6] - The balance sheet remains strong, with net debt to adjusted EBITDA at 1.1x[6] - Share repurchases completed during the fiscal year totaled $948 million, with approximately 5.0 million shares repurchased[36] - The share repurchase program has an outstanding balance of approximately $1.0 billion[36] Market Performance & Outlook - US net sales grew by 7.1% in Q4 2025, compared to a 1.3% growth in Q4 2024[8] - For FY2025, the company estimates a market decline of approximately 2% in the US, while Ferguson US organic revenue grew by 3.2%[16] - Calendar year 2025 guidance includes mid-single digit growth in net sales and an adjusted operating margin between 9.2% and 9.6%[39]