NASDAQ: CGNT September 9, 2025 Q2 FYE26 Results © 2025 Cognyte Ltd. All Rights Reserved. Proprietary & Confidential 1 Disclaimers Forward Looking Statements This presentation contains "forward-looking statements," including statements regarding expectations, predictions, views, opportunities, plans, strategies, beliefs, and statements of similar effect relating to Cognyte Software Ltd. These forward-looking statements are not guarantees of future performance and they are based on management's expectations t ...

Fiscal Q2'26 Earnings Presentation September 9, 2025 Important notice and disclaimers Forward-Looking Statements This presentation of SailPoint, Inc. (the "Company" or "SailPoint") contains forward-looking statements that are subject to risks and uncertainties. All statements other than statements of historical fact included in this presentation are forward-looking statements. Forward-looking statements give the Company's current expectations and projections relating to its financial condition, results of o ...

Fiscal 2025 Second Quarter Results SEPTEMBER 9, 2025 CAUTIONARY STATEMENTS Cautionary Note Regarding Forward-Looking Statements This presentation and accompanying discussion may include "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, all statements other than statements of historical or current facts relating to our intentions, beliefs, assumptions or current expectations concerning, among other ...

Investor Presentation September 2025 MDI.TSX QUALITY - SAFETY - RESULTS Forward-Looking Statements This presentation includes certain information that may constitute "forward-looking information" under applicable Canadian securities legislation. All statements, other than statements of historical facts, included in this presentation that address future events, developments, or performance that the Company expects to occur (including management's expectations regarding the Company's objectives, strategies, f ...

Casey's Investor Deck AN INTRODUCTION TO CASEY'S September 2025 Safe Harbor Statements The presentation is dated as of September 8, 2025 and speaks as of the date unless otherwise specified. Forward-Looking Statements This presentation contains statements that may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including those related to the potential impact of the Fikes transaction, expectations for future periods, possible or assumed future ...

Fiscal Fourth Quarter & Full-Year September / 2025 This Presentation includes certain non-IFRS financial measures. These non-IFRS measures are an addition, and not a substitute for or superior to measures of financial performance prepared in accordance with IFRS and neither should be considered as an alternative to net income or any other performance measures derived in accordance with IFRS or as an alternative to cash flows from operating activities as a measure of our liquidity. BIOCERES CROP SOLUTIONS Di ...

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 ...

合并与协同效应 - 合并后，Anglo American和Teck的铜暴露率超过70%[20] - 预计合并将带来每年8亿美元的税前持续性协同效应[20] - 合并后，预计年EBITDA将提升14亿美元，潜在产量约为175千吨[20] - 合并交易结构为市场平价的平等合并，Anglo American将以1.3301股新股交换每一股Teck的A类和B类股票[21] - 合并预计将在12至18个月内完成[21] - 合并后的全球总部设在温哥华，设有伦敦和约翰内斯堡的公司办公室[21] - 合并后董事会将由50%的Teck和50%的Anglo American成员组成，确保两国代表性[21] - 合并需获得66⅔%的Teck A类和B类股东的批准，以及Anglo American股东的多数批准[21] - 合并将继承Anglo American的英国注册身份，并在LSE进行主要上市[21] 未来展望与生产计划 - 公司预计到2027年铜的生产组合将占72%，铁矿石占22%，锌占6%[23] - 公司在未来的生产中，铜资产预计将实现约10%的资本效率增长，至2027年达到约135万吨的铜产量[28][29] - 公司在Collahuasi和Quebrada Blanca的资产有潜力每年增加约175千吨的铜产量，预计将带来14亿美元的EBITDA提升[38] - 公司在2024年到2027年期间，铜的C1现金成本将保持在第二四分位数的水平，预计通过资产相邻性实现成本改善[32] - 公司在未来的生产中，Los Bronces和Andina的增量铜产量预计为每年约120千吨，计划于2030年开始[41] - 公司在Kumba和Minas-Rio的铁矿石资产将受益于基础设施支出，预计将增强利润率[34] 投资与资本配置 - 公司承诺在未来五年内投资至少45亿加元，以支持其在加拿大和南非的业务发展[47] - 公司在未来的资本配置中将保持纪律，平衡股东回报与价值提升的增长机会[46] 资源与成本 - 公司在Quebrada Blanca的矿石储量品位为0.52%铜，Collahuasi的矿石储量品位为0.96%铜[37]

业绩总结 - Magnum冰淇淋公司在2024财年的收入为79亿欧元，调整后的息税折旧摊销前利润（Adj. EBITDA）为13亿欧元[55] - 2024年调整后EBITDA预计为13亿欧元，较2023年的12亿欧元增长[90] - 2024年预计的收入增长率为7-9%[102] - 2023年调整后EBITDA利润率预计为12.3%，2024年预计为12.4%[138] 市场表现 - Magnum冰淇淋公司在全球零售市场的市场份额为21%[55] - 2024年全球市场份额为20.8%，较2023年的19.9%有所上升[87] - 公司在发达市场的收入占比约为30%，在新兴市场的收入占比约为70%[62] - 美洲市场的冰淇淋市场规模约为25亿欧元，预计2024-2029年复合年增长率为2-3%[195] - 目前TMICC在美洲冰淇淋市场的覆盖率约为90%[195] 用户数据与市场扩张 - 公司在欧洲及澳新地区的收入约为30亿欧元，占其总收入的31%[58] - 在美洲地区，收入约为30亿欧元，占其总收入的19%[58] - 在亚太及中东地区，收入约为20亿欧元，占其总收入的11%[58] - 冰淇淋的消费在2024年预计达到约4350百万升[31] - 冰淇淋市场的消费主要受到可用性驱动，尤其是在新兴市场，零售网点密度有50%的增长潜力[33] 未来展望与战略 - 全球冰淇淋市场预计在未来10年将以每年约3-4%的速度增长，2024年市场规模约为750亿欧元[20][21] - 公司在2024年计划通过创新和市场扩展来推动增长，目标是实现4-6%的年复合增长率[102] - 预计到2026年，印度将成为公司市场的一部分[80] - 公司在2024年计划在每年增加冰淇淋柜台数量，以提升市场覆盖率[126] - 数字商务渠道预计在2024年至2029年期间以约9%的复合年增长率增长[39] 成本与节省 - 预计中期总节省约为350-380百万欧元[133] - 预计中期技术驱动的生产力节省约为30-50百万欧元[133] - 目前已实现的节省约为150百万欧元，预计到2024年和2025年上半年将继续增长[133] - 2023年资本支出占收入的比例为3.6%，预计2024年将增至约5%[136]

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 ...