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SMP(SMP) - 2025 FY - Earnings Call Presentation
2025-08-28 00:30
2025 ANNUAL GENERAL MEETING 28 AUGUST 2025 S M A R T P A Y H O L D I N G S L I M I T E D Important Notice This presentation has been prepared by Smartpay Holdings Limited (NZX: SPY/ASX: SMP) (the Company or Smartpay) for the purpose of briefings in relation to its financial statements. This presentation may contain certain statements and projections provided by or on behalf of Smartpay Holdings Limited Group (Smartpay) with respect to anticipated future undertakings. Any forward-looking statements reflect v ...
Alexander’s(ALX) - 2025 H1 - Earnings Call Presentation
2025-08-28 00:00
Financial Performance Highlights - Atlas Arteria's statutory net profit after tax was $733 million, a decrease of 329% compared to H1 2024's $1092 million[24, 39] - Proportional toll revenue increased by 81% to $9545 million compared to H1 2024[24, 39] - Proportional EBITDA increased by 78% to $7292 million compared to H1 2024[24, 39] - Free cash flow per security increased by 90% to 194 cents per security, compared to 178 cents per security in H1 2024[24, 39] Distribution and Outlook - The company reaffirmed its 2025 distribution guidance of 40 cents per security[24, 45] - The distribution policy targets a payout of 90-110% of free cash flow on a full-year basis, with 2025 expected to be above this range due to the impact of the French Temporary Supplemental Tax (TST)[45] - The company is targeting future distributions of at least 40 cents per security, supported by growing free cash flow[45] Strategic Initiatives - The company is pursuing associated growth projects in partnership with Eiffage, such as A412 and A154[24] - The company is proceeding with Dulles Greenway federal litigation and a new rate case application[24] - An FX hedging program has been implemented over the 2025 distribution guidance period[24, 45]
Core Lithium (7CX) Earnings Call Presentation
2025-08-27 22:00
ASX:CXO EQUITY RAISING PRESENTATION For personal use only 28 August 2025 Not for release to US wire services or distribution in the United States IMPORTANT AND CAUTIONARY NOTES This presentation is dated 28 August 2025 and has been prepared by Core Lithium Ltd (Core or the Company) in connection with an equity raising by Core comprising a non-underwritten placement of shares in Core (New Shares) to institutional and sophisticated investors (Placement) in conjunction with a non- underwritten share purchase p ...
Paladin Energy (PALA.F) Earnings Call Presentation
2025-08-27 22:00
PLS Project Overview - The PLS Project is located in the Athabasca Basin, Canada, a premier high-grade uranium mining jurisdiction[36] - The project targets first uranium production in 2031, reflecting engineering, procurement, construction, and regulatory approval timelines[23] - The project boasts a probable mineral reserve of 93.7 Mlb U3O8 at 1.41%[21] Economic Outcomes - The initial mine life is estimated at 10 years[22] - Average annual production target is approximately 9.1 Mlb U3O8 over the mine life[21, 22] - The Life of Mine (LOM) operating cash cost is forecast at US$11.7/lb[23] - The pre-production capital cost is estimated at US$1,226 million[22, 23] - The sustaining capital cost (LOM) is estimated at US$325 million[22] Growth Potential - The company is focused on extending Triple R mineralized zones and infill drilling to convert 25.1 Mlb U3O8 of indicated mineral resources and 10.9 Mlb U3O8 of inferred mineral resources to mineral reserves[28] - Drilling at the Saloon East zone is planned to follow up on significant radioactivity intersected in 2024 and 2025[28]
Xref (15D) Earnings Call Presentation
2025-08-27 22:00
For personal use only FY25 Results Xref is transitioning to a full subscription- based business, with annuity revenue now forming the vast majority of revenue. The company has streamlined operations and its business model to accelerate growth and reduce overheads. The focus is now on a single technical platform, complemented by self-sign-on and auto- renewal subscriptions, aiming to further boost recurring annuity revenue. Tom Stianos Chairmain Revenue growth +7% $21.3m ARR growth +29% $19.3m EBITDA growth ...
AAR(AIR) - 2025 H2 - Earnings Call Presentation
2025-08-27 22:00
2025 ANNUAL RESULTS Investor presentation 28 August 2025 NZX: AIR / ASX: AIZ / US OTC: ANZLY AIR NEW ZEALAND 2024 ANNUAL RESULTS 1 1 ALL INFORMATION IS PRIVATE AND CONFIDENTIAL AIR NEW ZEALAND 2025 ANNUAL RESULTS FORWARD-LOOKING STATEMENTS AND DISCLAIMER This presentation is given on behalf of Air New Zealand Limited (NZX: AIR and AIR030; ASX: AIZ). The information in this presentation: looking statements and undue reliance should not be placed on any forward- looking statements The following non-GAAP measu ...
NetApp(NTAP) - 2026 Q1 - Earnings Call Presentation
2025-08-27 21:30
Financial Performance - NetApp achieved Q1 FY26 revenue of $1.56 billion, a 1.2% year-over-year increase[44] - Billings for Q1 FY26 reached $1.51 billion, representing a 4.3% year-over-year growth[44] - The company's Q1 FY26 Non-GAAP gross margin was 71.1%, a decrease of 110 bps year-over-year[44] - Non-GAAP earnings per share for Q1 FY26 were $1.55, a 0.6% decrease year-over-year[44] - NetApp's Q1 FY26 free cash flow was $620 million, resulting in a free cash flow margin of 39.8%[43, 44] Segment Performance - Public Cloud Services gross margin long-term target range raised to 80%-85%[43] - Public Cloud Segment Net Revenues is $161 million[84] - Hybrid Cloud Segment Net Revenues is $1.398 billion[84] Future Outlook - NetApp reaffirmed its FY26 revenue guidance of $6.625 billion to $6.875 billion[82] - The company projects a Non-GAAP gross margin of 71% to 72% and a Non-GAAP operating margin of 28.8% to 29.8% for FY26[82]
Urban Outfitters(URBN) - 2026 Q2 - Earnings Call Presentation
2025-08-27 21:00
Urban Outfitters, Inc. FY'26 Q2 RESULTS Urban Outfitters, Inc. "URBN" is providing fiscal 2026 second quarter commentary ahead of our earnings call scheduled for August 27th at 5:00pm. We remind you that any forward-looking statements made in this commentary are subject to our safe harbor statement found in our SEC filings. Our second quarter earnings release and related financial information are available on our website, www.urbn.com. As used in this document, unless otherwise defined,"Anthropologie" refer ...
Pure Storage(PSTG) - 2026 Q2 - Earnings Call Presentation
2025-08-27 21:00
Q2 Fiscal 2026 Financial Results August 27, 2025 This presentation contains forward-looking statements regarding our products, business and operations, including but not limited to our views relating to our opportunity relating to hyperscale and AI environments, our ability to meet hyperscalers' performance and price requirements, our ability to expand with our current hyperscale customer and to land new hyperscale customers, our ability to meet the needs of hyperscalers for the entire spectrum of their onl ...
Veeva(VEEV) - 2026 Q2 - Earnings Call Presentation
2025-08-27 21:00
Q2'26 Quarterly Results August 27, 2025 Safe Harbor and Other Information This presentation and associated commentary contain forward-looking statements regarding Veeva's expected future performance and, in particular, includes guidance, provided as of August 27, 2025, about Veeva's expected future financial results. Estimating guidance accurately for future periods is difficult. It involves assumptions and internal estimates that may prove to be incorrect and is based on plans that may change. Hence, there ...