Teck Resources (NYSE:TECK) Earnings Call Presentation
2025-09-09 12:00
Merger of equals to create a leading global critical minerals champion Anglo American cautionary statement Disclaimer This document has been prepared by Anglo American plc ("Anglo American") in connection with its combination with Teck Resources Limited ("Teck") to form the Anglo Teck group (the "Merger") and comprises the written materials/slides for a presentation concerning Anglo American and Teck. By attending this presentation and/or reviewing this document you agree to be bound by the following condit ...
Anglo American (OTCPK:AAUK.D) Earnings Call Presentation
2025-09-09 12:00
Merger of equals to create a leading global critical minerals champion Anglo American cautionary statement Disclaimer This document has been prepared by Anglo American plc ("Anglo American") in connection with its combination with Teck Resources Limited ("Teck") to form the Anglo Teck group (the "Merger") and comprises the written materials/slides for a presentation concerning Anglo American and Teck. By attending this presentation and/or reviewing this document you agree to be bound by the following condit ...
Unilever (NYSE:UL) 2025 Earnings Call Presentation
2025-09-09 11:30
Company Strategy and Performance - The Magnum Ice Cream Company (TMICC) is planning to complete its listing by mid-November 2025[2] - TMICC aims for average annual organic sales growth (OSG) of 3-5% from 2026 onwards[128, 412] - The company is implementing a €500 million productivity program to fuel growth and margin expansion[132, 421] - TMICC is targeting an average annual Adjusted EBITDA margin improvement of 40-60bps from 2026 onwards[384, 463] - The company projects free cash flow (FCF) of €08 billion – €1 billion in 2028 and 2029[384, 463] Market Overview - The global ice cream market is large, growing, and resilient, with a total market size of approximately €75 billion in 2024[17, 20] - The ice cream market is expected to continue to grow at approximately 3-4% per annum[20] - Digital Commerce (dCom) is growing at approximately 9% CAGR from 2024-2029[39] Regional Performance - In the Americas, TMICC is the 1 ice cream company with approximately €3 billion in 2024 revenue[58, 195] - In Europe & ANZ, TMICC has approximately €31 billion in 2024 revenue and approximately 31% market share[58, 278] - AMEA is the fastest-growing and most profitable region for TMICC, with approximately €2 billion in revenue and 11% market share[58, 348, 349] Financials - TMICC's revenue was EUR 79 billion and Adjusted EBITDA was EUR 13 billion in FY24[55] - TMICC's global retail market share is 21%[55]
Shoulder Innovations (NYSE:SI) Earnings Call Presentation
2025-09-09 11:00
Investor Presentation September 2025 1 Forward Looking Statement Certain statements in this presentation and the accompanying oral commentary are forward-looking statements and relate to or are based on estimates regarding market and industry data that Shoulder Innovations, Inc. (the "Company") prepared based on management's knowledge and estimates, together with information obtained from publicly available resources, other third-party sources, the Company's customers and other contacts in the markets in wh ...
Envipco Holding (DB:E1P0) 2025 Earnings Call Presentation
2025-09-09 11:00
Company Overview and Mission - Envipco's mission is to make recycling easier for everyone[5] and create a cleaner world for future generations[6] - The company automates and provides services for Deposit Return Schemes (DRS), offering Reverse Vending Machine (RVM) solutions[13] - Envipco has a global supply chain with regional production, with a RVM production capacity of >30,000 per year[18] Market Opportunity and Growth - The company estimates a €4 billion market opportunity for RVM solutions[25] - Envipco is targeting +30% market share in greenfield markets, ~40% gross margin, and +20% EBITDA margin[29] - The company's revenues grew 30% to €114 million in 2024[14] DRS and Collection Targets - Deposit Return Schemes (DRS) are highlighted as the most effective solution for securing high collection rates, with 87% collection rates in DRS markets compared to 49% in other markets[11] - The EU Packaging and Packaging Waste Regulation (PPWR) mandates a 90% collection rate for plastic bottles and cans using DRS by January 1, 2029[64] - The UK DRS is set to launch on October 1, 2027, targeting a 90% collection rate by the end of 2030[75] Financial Performance and Targets - Envipco is targeting a 40% gross margin through continued design improvement, supply chain management, and volume/scale in production[183] - The company aims to drive EBITDA margins towards +20% through revenue growth, gross margin improvements, and high operational leverage[189] - In LTM Q2 2025, the company's revenue reached €104 million[177]
DOF Group (OB:DOFG) 2025 Earnings Call Presentation
2025-09-09 09:30
Company Positioning and Strategy - DOF is positioned as a one-stop shop for offshore project development and execution, combining a highly capable and versatile fleet with experienced project management and engineering teams[6] - The company aims to be a global leader within mooring and IMR, a leading "tier 2" player for smaller SURF, and renewables ready[6] - DOF's strategy is to target a net leverage ratio of 15x - 20x, together with a sustainable quarterly dividend[29] Financial Highlights - The company's backlog now exceeds USD 5 billion, including recently won and sanctioned contracts[6] - DOF placed a new USD 150 million senior unsecured bond with an interest rate of 8125% per annum[189, 193] - The company is targeting a leverage ratio of 15x-20x NIBD/EBITDA[49] Regional Operations - In Brazil, DOF's fleet is expanding to 25 vessels by October 2025 and 27 by February 2026, potentially reaching 29 by Q1-Q2 2026[74] - DOF has secured 11x 4-year contracts with Petrobras in Brazil, with a total contract value exceeding USD 14 billion[96] - In North America, DOF has 14 vessels currently in the region, including 2 third-party vessels, with one incoming newbuild in Canada[143]
Marubeni (OTCPK:MARU.F) 2025 Earnings Call Presentation
2025-09-09 04:30
Marubeni's Strategic Goals and Growth Drivers - Marubeni aims to exceed ¥10 trillion in market capitalization by FYE 3/2031[6] - The company's core operating cash flow (COCF) grew at a CAGR of 11% between FYE 3/2020 and FYE 3/2025, driven by natural resources (14% CAGR) and strategic platform businesses (16% CAGR)[8] - Marubeni targets a non-resources ROIC of 10% or more by FYE 3/2031 through strategic capital allocation and divestments[27] - The company plans to allocate ¥1.7 trillion to new investments, CAPEX, and other areas during GC2027, with ¥1.2 trillion specifically for strategic platform businesses[19] Strategic Platform Businesses Expansion - Agri-inputs retail businesses' combined net profit has grown at a CAGR of 93% over the past decade[38] - The mobility business in North America targets a 20% CAGR in net profit, aiming for ¥56 billion by FYE 3/2028[82] - Wholesale and retail power trading business has experienced a net profit CAGR of 24% and a core operating cash flow CAGR of 27% over the past decade[92] - Marubeni Pharmaceuticals aims for ¥100+ billion in revenue and ¥20+ billion in profit by FYE 3/2031[135] Capital Allocation and Shareholder Returns - Marubeni plans to allocate ¥700 billion for shareholder distributions during GC2027[19] - The company's total payout to shareholders has increased at a CAGR of 31% from FYE 3/2020 to FYE 3/2025[32]
EMVision Medical Devices (ASX:EMV) Earnings Call Presentation
2025-09-09 01:30
EMVISION (ASX:EMV) GO-TO-MARKET PRESENTATION SEPTEMBER 2025 For personal use only DISCLAIMER For personal use only This presentation has been prepared by EMVision Medical Devices Limited ("EMVision" or "the Company"). This presentation is not a financial product or investment advice or recommendation, offer or invitation by any person or to any person to sell or purchase securities in EMVision in any jurisdiction. This presentation contains general information only and does not consider the investment objec ...
Chimeric Therapeutics (ASX:CHM) Earnings Call Presentation
2025-09-09 00:00
CHI MERIC THE RAPEUTICS For personal use only CHIMERIC PIONEERS IN CELL THERAPY ASX: CHM 20 25 DISCLAIMER Certain statements contained in this presentation, including, without limitation, statements containing the words "believes," "plans," "expects," "anticipates," and words of similar import, constitute "forward-looking statements." Such forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of Chimeric (co ...
Strickland Metals Limited (ASX:STK) Earnings Call Presentation
2025-09-08 22:00
Growing Rogozna Into A Tier One Gold Project North American Conference Presentation September 2025 ASX Code: STK For personal use only Disclaimer The information contained in the Presentation (Information) is a summary only and should be read in conjunction with any oral briefing and all other documents provided to you by the Strickland Metals Limited (Company). The Information is current as at the date of its release and the Company does not undertake to provide any additional or updated information, wheth ...