Richardson Electronics Q1 FY2026 Investor Presentation October 9, 2025 NASDAQ: RELL VISION To make our world a better, more sustainable place by providing innovative technology solutions. MISSION We provide solutions that improve our world through innovative engineering and manufacturing in collaboration with our employees, customers and technology partners. VALUES • We are a diverse family; we take care of our people. • We focus on long term viability for our company, our community and our world. • Every i ...

ANALYST & INVESTOR DAY 2025 OCTOBER 08-09 VALCOURT | CANADA Analyst and Investor Day Valcourt, Québec | October 09, 2025 Forward-Looking Statements Caution concerning forward-looking statements Certain statements in this presentation, including, but not limited to, statements relating to the Company's Fiscal Year 2026 Guidance and related assumptions (including without limitation Revenues, Normalized EBITDA, Normalized Earnings per Share – Diluted, Net Income, Depreciation Expenses Adjusted, Net Financing C ...

Q2 Fiscal 2026 Results - Net sales decreased by 8.9% to $431.8 million compared to $474.2 million in Q2 FY25 [18, 19] - Organic net sales decreased by 16.0%, with approximately 30% decline driven by tariff-related trade disruptions [19] - Adjusted diluted EPS declined 51.2% to $0.59 compared to $1.21 in Q2 FY25 [18, 19] - Adjusted EBITDA margin decreased by 340 basis points to 8.4% compared to 11.8% in Q2 FY25 [18, 19] - Gross margin decreased by 140 basis points to 44.2% compared to 45.6% in Q2 FY25 [18, 19] Tariff-Related Impacts and Mitigation - Approximately 53% of the consolidated net sales decline was tariff-related [30] - The company expects the unmitigated tariff impact to be less than $20 million in Fiscal Year 2026 [35] - The company is implementing a supplier diversification plan to reduce ongoing exposure to China tariffs, aiming for approximately 25% to 30% of consolidated Cost of Goods Sold (COGS) by the end of Fiscal Year 2026 [37] FY26 Outlook - The company expects net sales to be in the range of $1.739 billion to $1.780 billion, a decline of 8.8% to 6.7% [41] - Adjusted diluted EPS is expected to be in the range of $3.75 to $4.25, a decline of 47.7% to 40.7% [41] - The company anticipates interest expense in the range of $56 million to $57 million and a non-GAAP adjusted effective tax rate range of 15% to 16% [43]

Market Overview - The combined global market surpassed $32 billion for the first time in 3Q25[10] - XaaS (Everything-as-a-Service) had its best quarter ever, growing 31% year-over-year in 3Q25[10] - Managed services declined 2% year-over-year in 3Q25, marking the first decline in six quarters[10] - The combined market ACV (Annual Contract Value) is up $14 billion year-to-date compared to 2024[10] - XaaS ACV growth is at 29% year-to-date, an increase from 11% growth in 2024[10] Managed Services Breakdown - ITO (IT Outsourcing) results show ACV up 5% year-over-year, with the number of awards up 4%[19] - Engineering ACV is up 59% year-over-year, with the number of awards up 46% year-over-year in 3Q25[26] - BPO (Business Process Outsourcing) results show ACV down 16% year-over-year in 3Q25 and down 22% year-to-date[28] Regional Performance (Managed Services) - Americas ACV is up 15% year-to-date, driven by gains in ITO, ER&D, and BFSI (Banking, Financial Services and Insurance)[80] - EMEA (Europe, Middle East and Africa) ACV is down 8% year-to-date, with mega deals down 33% and BFSI down 12%[47] - Asia Pacific ACV is down 26% year-to-date, with most geographic markets down except for India[47] As-a-Service (XaaS) - SaaS (Software-as-a-Service) ACV is up 18% year-over-year in 3Q25 and 16% year-to-date[55] - IaaS (Infrastructure-as-a-Service) ACV is up 35% year-over-year in 3Q25 and 33% year-to-date[61]

Financial Performance & Growth - Credicorp's 30-year average Total Shareholder Return (TSR) is 141%[36] - BCP's cashless transactions have increased 25 times from 2014 to 2024[32] - Credicorp's net income has grown from S/ 3585 million in 2015 to S/ 7200 million in 1H25 annualized[215] - The company aims for Bancassurance to contribute 10% of Credicorp's net income by 2027[97] - Yape aims to increase its monthly revenue-generating transactions per MAU by 10%-60%[103] Digital Transformation & Innovation - BCP's digital clients have increased from 24% in 2019 to 74% in 2024[43] - Technology investments have enabled a 22x increase in transactions[150] - AI-powered chatbots automate 40% of customer inquiries at Contact Center BCP[165] - Origination volumes for SME digital products are up 80%[188] Sustainability & Financial Inclusion - Credicorp has financially included 61 million Peruvians as of June 2025 and aims to reach 80 million by 2028[92, 94] - Credicorp has disbursed over US$ 15 billion in sustainable financing[71]

Financial Performance - Neogen's Q1 FY26 revenue was $209.2 million, a decrease from $217.0 million in Q1 FY25[13] - Adjusted EBITDA for Q1 FY26 was $35.5 million, compared to $43.7 million in Q1 FY25, with a margin of 17.0% versus 20.1%[14] - Adjusted Net Income decreased to $9.4 million ($0.04 per share) in Q1 FY26 from $14.4 million ($0.07 per share) in Q1 FY25[15] - Core revenue growth in Food Safety segment was (1.7)%, while Animal Safety segment saw a core revenue growth of 5.8%[17] - The company's gross debt stands at $800 million, with net debt at $661 million[19] - Q1 Free Cash Flow improved by $43 million compared to the prior year[21] Strategic Initiatives and Outlook - A cost-reduction initiative is expected to yield annualized savings of $20 million[11] - The divestiture of Cleaners & Disinfectants funded a $100 million debt paydown[11] - The company reaffirms its full-year outlook with revenue projected between $820 million and $840 million and Adjusted EBITDA between $165 million and $175 million[11, 24] - A headcount reduction of approximately 10% has been implemented to align with the current operating environment[23]

Financial Performance & Targets - voestalpine Group's revenue target for 2024/25 is €157 billion[4] - The group aims for an EBITDA of €13 billion by 2024/25[4] - The group aims for an EBIT of €455 million by 2024/25[4] - The company targets a payout ratio of 30% of earnings per share (EPS) with a minimum dividend of EUR 040 per share[41] Strategic Focus & Growth - The company focuses on differentiation in metals production and growth in processing[20] - The company aims to expand its product range with existing customers and globalize successful businesses[25] - The company is committed to maintaining a solid credit profile with an implied BBB rating[46] Decarbonization Strategy - The company aims to have 65% of its business decarbonized by 2027, transitioning from 5 blast furnaces to 3 blast furnaces and 2 EAFs[27] - The company plans to reach 80% decarbonization by 2030-2035 with 1 blast furnace and 4 EAFs[27] - The company targets 100% decarbonization by 2035-2050 using 4 EAFs, 1 EAF/Smelter, and breakthrough technologies[27] Divisional Performance (BY 2024/25) - Steel Division revenue is €57991 million with an EBITDA of €7438 million and an EBITDA margin of 128%[94] - High Performance Metals Division revenue is €31822 million with an EBITDA of €830 million and an EBITDA margin of 26%[133] - Metal Engineering Division revenue is €41679 million with an EBITDA of €4611 million and an EBITDA margin of 111%[168] - Metal Forming Division revenue is €31251 million with an EBITDA of €1693 million and an EBITDA margin of 54%[200]

RAFAEL VALVERDE Rafael lives with obesity Mexico Novo Nordisk – a focused healthcare company Novo Nordisk to acquire Akero Therapeutics Inc. 2 Investor presentation 9 October 2025 Forward-looking statements Novo Nordisk's statutory Annual Report 2024, Form 20-F, any quarterly financial reports, investor presentations and written information released, shown, or oral statements made, to the public in the future by or on behalf of Novo Nordisk, may contain certain forward-looking statements relating to the ope ...

Investor Overview Q2 2025 Safe Harbor Statement Statements made in this presentation contain forward-looking statements, as that term is defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements are not historical facts or guarantees of future performance or events, are based on current expectations, estimates, beliefs, assumptions, goals, and objectives, and involve significant known and unknown risks, uncertainties and other factors that may cause actual results to ...

Ferrari's Strategic Direction - Ferrari aims to audaciously redefine the limits of what's possible [12] - The company is committed to progress [9] - Ferrari delivered on its promises, reaching financial targets and progressing in sustainability [28, 31] - The company plans to launch an average of 4 models per year between 2026 and 2030 [166] Product Line-up and Technology - By 2030, the sports car model line-up will consist of approximately 40% ICE (Internal Combustion Engine), 40% Hybrid, and 20% Electric models [53] - Ferrari is developing strategic components in-house, including electric engines, E-Axles, and high-voltage batteries [88, 89] - The company is adding the Ferrari Eletrica to its range line-up [117] Client Focus and Experiences - Ferrari has approximately 90,000 active clients, a 20% increase versus 2022 [102, 103] - New clients to the brand since 2022 total +32,300 [105] - The average number of cars in collectors' garages has increased by 20% compared to 2022 [107] - 100% of clients' cars are unique, reflecting Ferrari's personalization programs [140] - Approximately 330,000 Ferraris ever produced are still existing, with over 90% still in existence [82]