InterContinental Hotels Group (NYSE:IHG) H2 2025 Earnings call February 17, 2026 03:30 AM ET Speaker8We will now begin the Q&A session. If you are listening by phone and would like to ask a question, please press star followed by one on your telephone keypad to raise your hand and join the queue. To withdraw your question, press the star one again. When called upon to ask your questions, please use your device handset and ensure you are not on mute. Again, that is star one to raise your hand, and I will now ...

InterContinental Hotels Group (NYSE:IHG) H2 2025 Earnings call February 17, 2026 02:00 AM ET Company ParticipantsElie Maalouf - CEOMichael Glover - CFOStuart Ford - Senior VP and Head of Investor RelationsStuart FordHello, and welcome to IHG's 2025 full year results presentation. I'm Stuart Ford, Senior Vice President and Head of Investor Relations at IHG Hotels & Resorts, and shortly you'll be hearing from Elie Maalouf, our Chief Executive Officer, and Michael Glover, Chief Financial Officer. Before we pro ...

InterContinental Hotels Group (NYSE:IHG) H2 2025 Earnings call February 17, 2026 02:00 AM ET Company ParticipantsElie Maalouf - CEOMichael Glover - CFOStuart Ford - Senior VP and Head of Investor RelationsStuart FordHello, and welcome to IHG's 2025 full year results presentation. I'm Stuart Ford, Senior Vice President and Head of Investor Relations at IHG Hotels & Resorts, and shortly you'll be hearing from Elie Maalouf, our Chief Executive Officer, and Michael Glover, Chief Financial Officer. Before we pro ...

InterContinental Hotels Group (NYSE:IHG) H2 2025 Earnings call February 17, 2026 02:00 AM ET Speaker2Hello, and welcome to IHG's 2025 full year results presentation. I'm Stuart Ford, Senior Vice President and Head of Investor Relations at IHG Hotels & Resorts, and shortly you'll be hearing from Elie Maalouf, our Chief Executive Officer, and Michael Glover, Chief Financial Officer. Before we proceed, I'm obliged to remind all viewers and listeners that the company may make certain forward-looking statements ...

Company Overview & Strategic Update Italy Corporate Day February 17, 2026 01 INDEX Enrico Meneghetti Chairman & CEO Alberto Stocco CFO ESPE AT A GLANCE Enrico Meneghetti, Chairman & CEO MARKET OVERVIEW Enrico Meneghetti, Chairman & CEO 1H 2025 CONSOLIDATED FINANCIAL RESULTS Enrico Meneghetti, Chairman & CEO Q&A SESSION Alberto Stocco, CFO ANNEX Alberto Stocco, CFO OUTLOOK AND STRATEGY ESPE AT A GLANCE Enrico Meneghetti Chairman & CEO ESPE AT A GLANCE +800 Ground-mounted and rooftop photovoltaic plants insta ...

2025 Full Year Results 17 February 2026 Cautionary note regarding forward-looking statements This presentation may contain projections and forward looking-statements. The words "believe", "expect", "anticipate", "intend" and "plan" and similar expressions identify forward-looking statements. All statements other than statements of historical facts included in this presentation, including, without limitation, those regarding the Company's financial position, potential business strategy, potential plans and p ...

Summary of Infosys Investor AI Day - February 17, 2026 Company Overview - **Company**: Infosys (NYSE: INFY) - **Event**: 2026 Investor AI Day - **Location**: Bengaluru campus Key Industry Insights AI Transition - The current AI transition is fundamentally different from previous technology shifts due to its speed and impact on business operations [4][6][7] - Historical context shows that previous transitions (e.g., PCs, cloud) took longer to reach mass adoption compared to AI, which is rapidly gaining users due to existing infrastructure [5][6] - The AI transition requires a complete overhaul of business operations, moving beyond mere technological upgrades to a fundamental change in how businesses operate [7][8] Legacy System Modernization - Companies can no longer defer the modernization of legacy systems; many are spending 60%-80% of their IT budgets on maintaining outdated systems [9][10] - The need for modernization is driven by financial inefficiencies and increasing security threats [10][11] - AI provides tools for rapid and cost-effective modernization, presenting a significant opportunity for firms like Infosys [11] Deployment Gap - There exists a "deployment gap" where the rapid advancement of AI technology outpaces the ability of enterprises to implement it effectively [17][18] - This gap highlights the need for organizational change, retraining, and a shift in data management practices [17][19] Core Business Strategies AI Services Opportunity - Infosys is actively engaged in AI projects with 90% of its large clients, indicating a robust demand for AI services [32][33] - The company has identified six key areas for growth in AI services: AI strategy and engineering, data for AI, process transformation, legacy modernization, physical AI, and AI trust [36][37] AI-First Value Framework - Infosys has developed an AI-first value framework to guide its service offerings, which includes a detailed breakdown of 30 offerings and 100 sub-offerings [37][38] - The framework emphasizes the integration of AI into existing business processes to drive efficiency and innovation [39] Talent Transformation - Infosys is focusing on reskilling its workforce to meet the demands of AI integration, having recruited 20,000 college graduates in the current year [44][45] - The company aims to build a workforce that is both technically skilled and capable of reimagining workflows [54] Financial Performance - AI services currently represent 5.5% of Infosys's revenue in Q3, with expectations for robust growth in this segment [37] Challenges and Considerations Complexity of AI Integration - Integrating AI into enterprises is complex and requires a deep understanding of existing systems and processes [48][49] - Successful AI implementation involves not just technology but also a cultural shift within organizations [50][51] Unique Client Context - Each enterprise has unique data, processes, and risks, which means AI solutions must be tailored to individual client contexts [52] - Infosys's approach focuses on leveraging its deep client relationships and industry knowledge to unlock value [52] Conclusion - The AI transition presents both challenges and significant opportunities for Infosys and its clients, necessitating a strategic approach to modernization, talent transformation, and AI integration [27][28]

FireFly Metals Conference Summary Company Overview - **Company**: FireFly Metals (OTCPK:MNXM.F) - **Industry**: Metals, specifically copper and gold mining - **Conference Date**: February 17, 2026 Key Points Project Scale and Growth - FireFly has grown its project to **80 million tons** with a **2.2% copper equivalent** grade, which includes a gold credit [2][3] - A high-grade core zone of nearly **20 million tons** is reported at approximately **4% copper equivalent** [3] - The company is actively infilling and expanding its resource base, with expectations to grow beyond the current **80 million tons** [4] Regional Exploration and Value Drivers - FireFly is exploring regional tenements to potentially add another **20 to 80 million tons** to its resource base [4] - The company is focused on de-risking through mining studies and converting inferred resources into measured and indicated (M&I) categories [11][18] - The project has a **1.8 million tons per annum** operation permit, suggesting a potential **45-year mine life** based on current resources [16] Financial Position - FireFly holds **AUD 250 million** in cash, with no debt, no streaming agreements, and minimal royalties, positioning it strongly for growth [7][23] - The company is institutionally owned and has recently been included in the **ASX 300** [6] Recent Developments - FireFly sold its **Pickle Crow** project, containing almost **3 million ounces of gold** at nearly **7 grams per ton**, to Bellavista Resources while retaining a **10% shareholding** [5] - Shareholders will receive free shares in Bellavista, enhancing shareholder value [5] Infrastructure and Operational Advantages - The project benefits from existing infrastructure, including hydroelectric power at **CAD 0.06/kWh**, a nearby port facility, and access to skilled labor [17] - The company is leveraging its historical mining operations to upscale and optimize its current project [16] Future Outlook - FireFly aims to demonstrate the potential for a larger mine through ongoing studies and exploration, with updates expected throughout the year [22][23] - The company is focused on expanding its resource base and exploring regional targets, with multiple drill rigs currently operational [19][23] Market Position - FireFly's Green Bay project is positioned as a significant copper ore body, with **1.4 million tons of actual copper** in the M&I category [20] - Comparisons are made to other mining projects, highlighting the potential for FireFly to be a leading copper producer [21][22] Additional Insights - The mining jurisdiction of Newfoundland and Labrador contributes **32%** of its GDP from mining, indicating a supportive regulatory environment [18] - The company emphasizes the importance of resource growth and operational efficiency as key components of its strategy moving forward [10][19]

1 February 17, 2026 Convention Center, Infosys Campus, Bengaluru Agenda | Session Name | Speaker | Title | Time (IST) | | | --- | --- | --- | --- | --- | | Tech transitions – Why is the AI transition different? | Nandan Nilekani | Chairman of the Board | 11:00 – | 11:20 AM | | The AI Services Opportunity | Salil Parekh | Chief Executive Officer and Managing Director | 11:20 – | 11:50 AM | | AI Services Playbook | Satish H.C. | Chief Delivery Officer | 11:50 – | 12:20 PM | | | Dinesh Rao | Chief Delivery Off ...

Financial Data and Key Metrics Changes - The company's underlying EBITDA grew by 25%, with an increased margin of 58% [10] - Underlying attributable profit reached $6.2 billion, and return on capital employed was 24%, both significantly up from the previous year [10] - An interim dividend of $0.73 per share was declared, representing a 46% increase half-on-half, with a total half-year dividend of $3.7 billion and a payout ratio of 60% [4][10] Business Line Data and Key Metrics Changes - Copper business generated a record $8 billion of EBITDA, accounting for over half of the group total, with a margin of 66% [11] - Production in copper increased by 2%, while gold production rose by 12% in Copper South Australia, leading to a more than 50% reduction in unit costs [12] - Western Australia Iron Ore achieved record first-half production and shipments, with C1 costs up only 1% to $17.66 per ton, maintaining its position as the lowest-cost major iron ore producer globally [12] Market Data and Key Metrics Changes - Global demand for copper is projected to grow by around 70% between 2021 and 2050, driven by traditional economic growth, energy transition, and increased data center needs [22] - The company expects to generate around $60 billion in attributable free cash flow over the next five years, even in a prolonged low-price environment [13] Company Strategy and Development Direction - The company's strategy focuses on investing in highly attractive commodities, operating world-class assets, and maintaining disciplined capital allocation [4][8] - Plans to grow copper production by around 40% by 2035, with a capital-efficient, predominantly brownfield growth approach [21] - The company aims to unlock up to $10 billion in capital for reinvestment into higher-returning opportunities and increased shareholder returns [4][16] Management's Comments on Operating Environment and Future Outlook - The management expressed confidence in the business's ability to thrive amid favorable commodity demand and supportive policy environments, particularly in China and India [18][19] - The company is well-positioned to benefit from tight supply and strong fundamentals in the commodities market [19] Other Important Information - The company has made significant progress in its capital allocation framework, including a valuable silver streaming agreement related to Antamina's future silver production, unlocking $4.3 billion in cash [14][15] - The company is advancing its plans for the Jansen Potash asset, expected to deliver around $1 billion of EBITDA per year per stage, with margins above 60% [21] Q&A Session Summary Question: What is the outlook for copper production growth? - The company has raised production guidance for financial year 2026 and 2027, expecting to deliver over 500,000 more tons over the next five years compared to previous estimates, which could result in an additional $5 billion of EBITDA [23][24] Question: How does the company plan to manage costs amid increasing competition? - The company has maintained its position as the world's lowest-cost major iron ore producer and aims to reduce costs further while increasing production volumes [20]