L'Air Liquide (AIQU.F) Earnings Call Presentation
2025-08-22 12:00
A Strategic Acquisition in South Korea François Jackow, Chief Executive Officer Jérôme Pelletan, Chief Financial Officer Ronnie Chalmers, Group VP, Head of Asia-Pacific Paris, August 22, 2025 1 A Strategic Acquisition in South Korea - August 22, 2025 A Timely Strategic Growth Acquisition Highly complementary Profitable growth Positioned on growth markets 2 THIS DOCUMENT IS PUBLIC A Strategic Acquisition in South Korea - August 22, 2025 A Timely Strategic Growth Acquisition Positioned on growth markets Korea ...
RLX Technology(RLX) - 2025 Q2 - Earnings Call Presentation
2025-08-22 12:00
Performance Highlights RLX TECH Second Quarter 2025 Earnings Presentation Contents Financial Highlights Performance Highlights Appendix Operational Highlights RLX TECH Contents Financial Highlights Revenues Gross Profit Non-GAAP Operating Expenses Profitability Capital Resources Operational Highlights Product Portfolio Domestic Products International Products Regulation and Compliance Appendix Key Ratios Income Statements Balance Sheets Statements of Cash Flows E-cigarettes Product Overview Vaping Myths and ...
Arteris(AIP) - 2025 H2 - Earnings Call Presentation
2025-08-22 09:00
GROUP ANNUAL RESULTS FOR THE YEAR ENDED 30 JUNE 2025 Andy Hall, CEO & Dorette Neethling, CFO OVERVIEW ANDY HALL, CEO 2 PANADO PRODUCT OF THE YEAR Panado Syrups and Panado Adult effervescent pain relief TRANSFORMATION CHILD HEALTH ADULT PAIN RELIEF 3 PERFORMANCE FY2025 H2 vs H1 TURNOVER +7% TRADING PROFIT +30% TURNOVER +1% R9.8b TRADING PROFIT -4% R1.2b DIVIDEND +2% 280 cents HEPS +1% 626 cents HEPS +36% 4 CONSUMER REVENUE R1 802m +6% TRADING PROFIT R385m +6% 5 OTC REVENUE R2 442m -1% TRADING PROFIT R404m +5 ...
TPG(TPG) - 2025 Q2 - Earnings Call Presentation
2025-08-22 09:00
Financial Performance - TPG's Distributable Earnings for the second quarter of 2025 increased by 26% year-over-year[4] - Net income for 2Q'25 was $30 million, compared to a net loss of $58 million in 2Q'24[16] - Net income attributable to TPG Inc was $15 million for 2Q'25, compared to a net loss of $14 million in 2Q'24[16] - After-tax Distributable Earnings (DE) increased from $207 million in 2Q'24 to $268 million in 2Q'25, driven by realized performance allocations and Fee-Related Earnings (FRE)[27] - Fee-Related Earnings (FRE) increased 9% from $201 million in 2Q'24 to $220 million in 2Q'25, with a consistent FRE margin of 44%[22] Assets Under Management (AUM) - Total Assets Under Management (AUM) reached $261 billion, a 14% increase in the last twelve months[17] - Fee-Earning Assets Under Management (FAUM) totaled $146 billion, up 7% over the same period[17] - 2Q'25 Fee-Related Revenues (FRR) increased 8% over 2Q'24, primarily driven by management fees[26] Capital Activity - Capital raised in 2Q'25 was $113 billion, compared to $63 billion in 2Q'24[17] - Capital invested in 2Q'25 was $104 billion, compared to $76 billion in 2Q'24[17] Dividend - TPG declared a quarterly dividend of $059 per share of Class A common stock[5]
ING Groep(ING) - 2025 H2 - Earnings Call Presentation
2025-08-22 00:00
Financial Performance - Group Underlying EBITDA pre AASB 16 was stable at $236.4 million, despite customer changes and softer market conditions in the fourth quarter[14] - Australia's Underlying EBITDA pre AASB 16 decreased by 3.4% to $183.7 million due to Woolworths supply agreement changes and weaker trading in Q4 2025[16] - New Zealand's Underlying EBITDA pre AASB 16 increased significantly by 14.3% to $52.7 million, driven by favorable market economics, innovation, and brand investments[16] - Core poultry volume declined by 1.4% to 461.2kt, with Australia down 2.5% to 388.0kt and New Zealand up 5.2% to 73.2kt[16, 17] - The company declared dividends of 19.0 cents per share, a decrease of 1.0 cent per share compared to the prior corresponding period[17] Cost Management and Market Dynamics - Feed costs decreased by $57.2 million, contributing to overall cost savings[16, 38] - Net Selling Price (NSP) growth was modest at 0.5%, reaching $6.31/kg, masking significant wholesale pricing pressure[16, 29] - Wholesale pricing declined by 9.2% in FY25, impacting margins[29] Capital Expenditure and Future Outlook - Capital expenditure for FY25 totaled $104.1 million, focused on sustaining and investing projects[47, 48] - FY26 Underlying EBITDA (pre AASB 16) is expected to be between $215.0 million and $230.0 million, with a stronger performance anticipated in the second half of the year[102] - The company is implementing $60–$80 million of annualised structural cost reductions to largely offset general FY26 cost inflation[101]
Articore Group (RDBB.F) 2025 Earnings Call Presentation
2025-08-22 00:00
Board Recommendations & Voting Results - The Board recommended shareholders vote AGAINST the removal of Robin Mendelson as a Director, with 32.57% (71,760,467) votes FOR, 0.05% (104,957) OPEN, and 67.38% (148,441,696) votes AGAINST [12] - The Board recommended shareholders vote AGAINST the removal of Robin Low as a Director, with 39.82% (87,715,234) votes FOR, 0.05% (104,957) OPEN, and 60.14% (132,477,681) votes AGAINST [13] - The Board recommended shareholders vote AGAINST the removal of Robert Sherwin as a Director, with 32.58% (71,772,992) votes FOR, 0.05% (104,957) OPEN, and 67.37% (148,429,171) votes AGAINST [14] - The Board recommended shareholders vote AGAINST the removal of John Lewis as a Director, with 34.99% (71,639,985) votes FOR, 0.05% (104,957) OPEN, and 64.95% (132,972,795) votes AGAINST [15] - The Board recommended shareholders vote AGAINST the election of Richard Cawsey as a Non Executive Director, with 39.78% (87,630,864) votes FOR, 0.05% (104,957) OPEN, and 60.18% (132,571,299) votes AGAINST [16] - The Board recommended shareholders vote AGAINST the election of Andrew Nash as a Non Executive Director, with 39.79% (87,645,577) votes FOR, 0.05% (104,957) OPEN, and 60.17% (132,537,544) votes AGAINST [17] - The Board recommended shareholders vote AGAINST the election of Carole Campbell as a Non Executive Director, with 39.72% (87,505,154) votes FOR, 0.05% (104,957) OPEN, and 60.23% (132,697,009) votes AGAINST [18] - The Board recommended shareholders vote AGAINST the election of Christine Christian as a Non Executive Director, with 32.64% (71,914,188) votes FOR, 0.05% (104,957) OPEN, and 67.31% (148,287,975) votes AGAINST [19] Meeting Information - The Articore Group Limited held an Extraordinary General Meeting on August 22, 2025 [2] - The agenda included a Chair Address, Formal Business, and Questions [7]
Tanger Outlets(SKT) - 2025 H2 - Earnings Call Presentation
2025-08-21 23:00
Financial Performance - Adjusted revenue decreased by 1.5% to $755.1 million, compared to $766.7 million in FY24[8] - Adjusted NPAT decreased by 16.5% to $41.1 million, compared to $49.2 million in FY24[8] - Adjusted EBITDA decreased by 3.0% to $148.5 million, compared to $153.0 million in FY24[8] - Free cash flow increased by 4.6% to $24.8 million, compared to $23.7 million in FY24[8] - The dividend increased by 15.8% to 22.0 cents per share, compared to 19.0 cents per share in FY24[8] - Capex decreased by 16.8% to $65.2 million, compared to $78.4 million in FY24 (excluding Satellite Migration Capex)[8] Operational Performance - Sky Box and Sky Pod disconnections improved by 8.5%[37] - Sky Broadband customer growth increased by 43%[65] - Sky Sport Now revenue increased by 16%[49] - Advertising revenue increased by 7%, with digital revenue reaching $5.1 million, accounting for 9% of total advertising revenue[56,57]
Beacon Minerals (BCN) Earnings Call Presentation
2025-08-21 22:00
Corporate Presentation ASX:BCN 22 August 2025 For personal use only ASX:BCN For personal use only Corporate Snapshot | 1 Capital Structure | | | | | --- | --- | --- | --- | | ASX Code | | BCN | | | 1 Share Price | | $2.16 | | | Shares on Issue | | 105.7 M | | | Listed Options on | Issue (Ex . $ 1 .20 Ex . 5 Nov 2029 ) | 13.3 M | | | 1 Market Cap (AUD) | | $ 229.2 M | | | ¹ On the 21 August 2025 | | | | | 2 Financial | | | | | Cash on Hand (AUD) | 2 | $14.38 M | | | Gold Bullion Perth | 2 Mint | 2,744 ozs | ...
Peninsula Energy Ltd (PEN) Earnings Call Presentation
2025-08-21 22:00
Project Overview - Peninsula Energy is positioned to capitalize on growth in US and global nuclear energy[1] - Lance Project in Wyoming, USA, is one of the largest US Uranium ISR Projects[34, 85] - The company has a significant resource of 58Mlbs in USA at Lance with exploration upside[29] Production and Operations - The company has a fully constructed 2Mlbs p.a Central Processing Plant, commissioning underway, production expected during the September quarter[29] - Revised production estimates include commissioning in CY2025, ramp-up in CY2026 & CY2027 with 400,000 - 600,000lbs pa, and full-scale production of 12Mlb – 15Mlbs pa from 2028+[45] - The production target is underpinned by wellfield designs containing measured and indicated resources (comprising 90% of the production target) and inferred resources (comprising 10% of the production target)[15] Financials and Funding - The company is conducting an approximately A$70M (US$45M) Equity Raise via a fully underwritten two tranche placement and entitlement offer[133, 135, 141] - The company has secured debt financing of up to US$15M with Davidson Kempner[139] - Proceeds from the Equity Raise, together with existing cash, will be applied to completion of CPP, wellfield development, sales contract termination, exploration studies (Kendrick and Dagger) and working capital and corporate costs[135]
Zoom(ZM) - 2026 Q2 - Earnings Call Presentation
2025-08-21 21:00
Zoom Communications Q2 FY26 Earnings August 21, 2025 © 2025 Zoom Communications, Inc. Use of non-GAAP financial measures In addition to the financials presented in accordance with U.S. generally accepted accounting principles ("GAAP"), this presentation includes the following non-GAAP metrics: Revenue in Constant Currency, non-GAAP gross profit, non-GAAP gross margin, non-GAAP R&D expense, non-GAAP S&M expense, non-GAAP G&A expense, non-GAAP operating margin, non-GAAP income from operations, non-GAAP net in ...