Financial Performance - Consolidated recurring revenue is at 68%[13] - Q3 FY26 revenue for Product ID increased by 8.5% Q/Q[11] - Q3 FY26 revenue for Aerospace increased by 8.6% Q/Q[12] - Adjusted Gross Profit Margin for Q3 2026 is 37.2%, compared to 34.0% in Q3 2025[20] - Adjusted EBITDA Margin for Q3 2026 is 10.7%, compared to 8.0% in Q3 2025[33] - Net cash provided by operating activities for the nine months ended October 31, 2025, was $8.1 million[35] Segment Performance - Aerospace segment operating income margin increased to 36.8% in Q3 FY26 from 23.0% in Q3 FY25[27] - Product ID segment adjusted operating income margin increased to 10.6% in Q3 FY26 from 7.2% in Q3 FY25[25] Orders and Backlog - Product ID orders decreased by $4.3 million Y/Y due to delays in renewing blanket orders[38] - Aerospace orders increased 24% Y/Y due to improved OEM demand[38]

Financial Performance - Allstate's property-liability insurance premiums reached $56.839 billion, an increase of 8.2% year-over-year [4] - Net investment income increased by 18.4% to $3.390 billion [4] - Total revenues grew by 7.1% to $66.846 billion [4] - Net income applicable to common shareholders increased significantly by 100.9% to $8.261 billion [4] - Adjusted net income increased by 72.8% to $7.578 billion [4] - Adjusted net income return on equity was 34.7%, an increase of 8.6 percentage points [4] Market Share and Growth Strategy - Allstate is implementing a transformative growth plan initiated in 2019 to increase property-liability market share [9, 10] - The company increased marketing investments to $2.2 billion over the last 12 months, compared to $0.9 billion in 2019 [15] - Allstate has expanded distribution and product offerings, with new issued applications increasing significantly in exclusive agent (2x higher) and independent agent (2.4x higher) channels compared to 2019 [16] Operational Improvements - Allstate has reduced its adjusted expense ratio by 6.7 percentage points since 2018 [19] - The company has implemented a direct channel discount of 7-8% [19] Technology and Innovation - Allstate is leveraging its Large Language Intelligent Ecosystem (ALLIE) to enhance business performance, including a 45% reduction in policy billing inquiries [24, 25] - 15% of new coding is handled by AI [25] - 100% of claims adjuster emails are reviewed or generated by AI [25]

Financial Highlights - Net sequential active customer additions reached 250,000[8] - The company returned $55 million to shareholders through share repurchases in Q3 2025[8] - Net sales per active customer were $595[10] - Autoship customer sales accounted for 84% of net sales[10] - Q3 2025 Adjusted EBITDA was $181 million, representing a 58% margin[10] Revenue Performance - Full year net sales reached $12584 billion, a 64% year-over-year growth[12] - Q3 2025 net sales were $3117 billion, an 83% year-over-year growth[14] - Full year Autoship customer sales reached $10371 billion, a 106% year-over-year growth[16] - Q3 2025 Autoship customer sales were $2614 billion, a 136% year-over-year growth[18] Profitability and Cash Flow - Full year gross profit was $3720 billion, with a gross margin of 296%[24] - Full year Adjusted EBITDA reached $682 million, with a margin of 54%[28] - Full year Free Cash Flow reached $488 million[33] - Q3 FY25 cash balance was $675 million[34] Guidance - The company projects fiscal year 2025 net sales to be between $1258 billion and $1260 billion[37] - The company projects fiscal year 2025 Adjusted EBITDA margin to be between 56% and 57%[37] - The company projects fiscal fourth quarter 2025 net sales to be between $324 billion and $326 billion[37] - The company projects fiscal fourth quarter 2025 Adjusted Diluted EPS to be between $024 and $027[37]

Capital Markets Day "Leading the Transformation" London, December 10, 2025 Agenda Investment Management Solutions Christian Kromann Trading & Clearing Thomas Book Fund Services & Securities Services Stephanie Eckermann Financial Perspective Jens Schulte Strategy Update Stephan Leithner Chief Executive Officer Member of the Executive Board Member of the Executive Board Member of the Executive Board Chief Financial Officer Q&A Deutsche Börse Group │ December 10, 2025 2 2 Strategy Update "Leading the Transform ...

Mr Price Group Overview - Retail sales reached R39.4 billion, with apparel contributing 79.7%, homeware 16.9%, and telecoms 3.4%[8,9] - The group's revenue totaled R40.9 billion[10] - Cash sales accounted for 89.3% in South Africa and 97.9% in the rest of Africa[11] - The company has demonstrated a strong balance sheet with 39-year CAGRs of +17.2% for retail sales, +19.0% for operating profit, and +18.2% for HEPS[15] - The company has a cash balance of R3.0 billion and a cash conversion ratio of 81.8%[19] Acquisition of NKD Group GmbH - The enterprise value of NKD is €500 million, with a maximum purchase consideration of €487 million[77] - NKD operates 2,108 stores across 7 countries, with revenue of €685 million[55] - Germany accounts for 61% of NKD's net sales, followed by Italy at 20%, Austria at 13%, and other markets at 6%[60] - NKD's target customer is predominantly females aged 45 and above, with apparel accounting for 75% of the merchandising offering[62] - For the six months to June 2025, NKD's net sales were R6,951.14 million, and FY2024 (December 2024) net sales were R14,158.90 million[79]

Financial Targets & Growth Strategy - Husqvarna Group aims for average annual organic sales growth of 3-5% over a business cycle[51, 52, 82] - The company targets an operating margin exceeding 10% over a business cycle, excluding items affecting comparability[53, 54, 84, 85] - Husqvarna Group targets a return on capital employed (ROCE) of 15% over a business cycle, excluding items affecting comparability[55, 56, 86, 87] - The company plans transformative cost-out measures to achieve over 4 billion SEK in savings by 2030[58, 93] Business Performance & Portfolio Management - Husqvarna Group reported net sales of 47.6 billion SEK for Q3 2025 R12, with an operating margin of 6.4%[32] - Aftermarket sales reached approximately 9 billion SEK in Q3 2025 R12, with an ambition to exceed 12 billion SEK in sales by 2030[62] - Approximately 80% of Husqvarna Group's sales come from market positions ranked 1 or 2[33] - Residential sales account for approximately 60% and professional sales for approximately 40% of the company's sales as of Q3 2025 R12[39] Sustainability - Husqvarna Group aims for a 60% reduction in CO₂ emissions by 2030, calculated against a 2015 baseline[76] - The company targets 25% of net sales from circular offerings by 2030[77]

Electronics Business Strategy Briefing 2 INDEX December 10, 2025 TOPPAN Holdings Inc. © TOPPAN Holdings Inc. INDEX © TOPPAN Holdings Inc. 1. Overview of Electronics Business 2. Overview and Strategy of Semiconductor Packaging Business 3. Trends in Focus Areas of Semiconductor Packaging Business 4. Technology Roadmap for Semiconductor Packaging Business 5. Specific Activities in Semiconductor Packaging Business 1. Overview of Electronics Business © TOPPAN Holdings Inc. 3 2. Overview and Strategy of Semicondu ...

： ： ： ESG推進 CP&RMG 富士幸太郎('23.5.15) FFグループ 取 扱 指 定 作 成 / 日 付 開 示 範 囲 Fujifilm Internal Use Only ： ： ： CC-IR('24.4.9) 会議出席者限り 取 扱 指 定 作 成 / 日 付 開 示 範 囲 Fujifilm Internal Use Only 再配布禁止 Semiconductor Materials Business Briefing December 10, 2025 Business performance forecast and future predictions contained in this material are based on currently -available information and reflect potential risks and uncertainty factors. For this reason, actual business performance could be different from such predictions due ...

AMPOL LIMITED ACN 004 201 307 29-33 BOURKE ROAD ALEXANDRIA NSW 2015 ASX Release For personal use only US Roadshow 2025 Presentation Wednesday 10 December 2025 (Sydney): Ampol Limited provides the attached presentation as circulated to US Investor Roadshow participants ahead of scheduled meetings between 15 – 18 December 2025. Authorised for release by: the Disclosure Officers of Ampol Limited INVESTOR CONTACT Fran van Reyk GM Investor Relations and Sustainability +61 419 871 138 frances.vanreyk@ampol.com.au ...

Company Overview & Strategy - American Outdoor Brands (AOB) leverages innovation to widen distribution, expand brand awareness, and increase profitability [11] - AOB operates in two categories: Outdoor Lifestyle ($118.1 million TTM net sales) and Shooting Sports ($89.3 million TTM net sales) [14] - The company targets resilient consumer activities with approximately 175 million Americans participating in outdoor recreation [15] - AOB aims for $400 million in future net sales, approximately 2x larger than current sales, driven by innovation and new customers [60] Financial Performance & Model - In Q2 FY26, new products accounted for 31.4% of net sales [74] - The company's operating model is highly accretive, with a track record of delivering incremental margin on revenue growth above $200 million in net sales [61] - AOB expects EBITDA to exceed $70 million at $400 million in net sales [61] - The company has a debt-free balance sheet with $3.1 million cash on hand as of October 31, 2025 [67] Innovation & Growth - AOB's innovation platform has yielded $93 million+ of incremental organic revenue compared to five years ago [46] - The company has secured 170 new patents, protecting future revenue potential [46] - MEAT! Your Maker brand reached $18.4 million in fiscal 2025 sales, up 33% year-over-year [42]