Tag Archives: profitability

general

BeOne Medicines AG (ONC) Presents at Guggenheim Securities 2nd Annual Healthcare Innovation Conference Transcript

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**Interview with BeOne Medicines: Key Competitive Advantages and Rapid Growth**

**Michael Schmidt, Guggenheim Securities, LLC, Research Division:**
There are a lot of exciting things happening at BeOne Medicines. BeOne is, in my view, one of the fastest-growing large biotech companies. This is really the first year in its history that the company has reached profitability. At the same time, BeOne has developed one of the deepest product pipelines in the industry.

If we step back for a moment, Aaron, what do you see as the key competitive advantages of the BeOne platform?

**Aaron Rosenberg, Chief Financial Officer:**
Great, and thank you again for having us. There are so many differentiating features of BeOne Medicines that we could probably spend the entire time discussing them. For now, I’ll highlight just a few.

One of the aspects we often emphasize is our fully integrated, CRO-free clinical development organization. This allows us to maintain direct oversight and agility throughout the clinical development process.

Additionally, we have exceptional discovery capabilities. Our performance demonstrates this: in 2024 alone, we put 10 internally developed NMEs (New Molecular Entities) into the clinic, and, to date, that number has increased to 16. This is a testament to our strength in basic science and drug discovery.

From the beginning, we recognized the critical importance of clinical development in realizing the value of innovation. By integrating this expertise into our company, we ensure that we are able to rapidly and efficiently translate scientific breakthroughs into meaningful outcomes.

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*Stay tuned for more insights on BeOne Medicines’ strategy, growth, and innovation in the biotech industry.*
https://seekingalpha.com/article/4841713-beone-medicines-ag-onc-presents-at-guggenheim-securities-2nd-annual-healthcare-innovation?source=feed_all_articles

general

Superior Group of Companies, Inc. (SGC) Q3 2025 Earnings Call Transcript

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Operator: Good afternoon, everyone, and welcome to the Superior Group of Companies’ Third Quarter 2025 Conference Call.

With us today are Michael Benstock, Chief Executive Officer; and Mike Koempel, President and Chief Financial Officer.

As a reminder, this conference call is being recorded.

This call may contain forward-looking statements regarding the company’s plans, initiatives, strategies, and anticipated financial performance, including, but not limited to, sales and profitability. Such statements are based upon management’s current expectations, projections, estimates, and assumptions.

Words such as expect, believe, anticipate, think, outlook, hope, and variations of such words and similar expressions identify these forward-looking statements.

Forward-looking statements involve known and unknown risks and uncertainties that may cause future results to differ materially from those suggested by the statements.

These risks and uncertainties are further disclosed in the company’s periodic filings with the Securities and Exchange Commission, including, but not limited to, the company’s most recent annual report on Form 10-K and quarterly reports.
https://seekingalpha.com/article/4837183-superior-group-of-companies-inc-sgc-q3-2025-earnings-call-transcript?source=feed_all_articles

business, economy, finance, international, technology

Why India’s largest oil producer has lower mcap than Zomato

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**Why India’s Largest Oil Producer Has a Lower Market Cap Than Zomato**
*By Dwaipayan Roy | Oct 12, 2025, 06:21 PM*

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**What’s the Story?**

Oil and Natural Gas Corporation (ONGC), India’s largest oil and gas producer, is perceived as undervalued by the market. Despite having a market capitalization of around ₹3.1 lakh crore, ONGC trails behind food delivery giant Zomato in terms of market value.

This discrepancy largely stems from the fact that ONGC’s stakes in subsidiaries and minority investments account for over a third of its total market capitalization, which the market has not fully priced in.

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**Market Comparison: ONGC vs. Major Indian Companies**

Over the past 13 years, ONGC’s market capitalization has grown by only 26%. In contrast, other listed Indian companies have experienced phenomenal growth in valuations:

– **Reliance Industries**’ market cap surged from ₹2.43 lakh crore in July 2012 to ₹18.7 lakh crore today.
– **Tata Consultancy Services (TCS)** saw its market value rise from ₹2.42 lakh crore in July 2012 to ₹10.95 lakh crore now.

This stark contrast highlights the sluggish market growth of ONGC despite its dominant position in the oil and gas sector.

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**Value of ONGC’s Portfolio: Stakes in Subsidiaries and Minority Investments**

ONGC holds significant stakes in several subsidiaries and other companies, yet the market has yet to fully appreciate these assets’ value:

– A **71.63% stake in Mangalore Refinery and Petrochemicals Limited (MRPL)**, valued at over ₹18,000 crore.
– A **54.9% stake in Hindustan Petroleum Corporation Ltd (HPCL)**, worth approximately ₹52,770 crore.

In addition, ONGC has minority stakes in:

– **Indian Oil Corporation** – 14.2%, valued at ₹31,000 crore
– **GAIL (India) Ltd** – 5%, worth about ₹5,900 crore

Combined, the total value of ONGC’s stakes in subsidiaries and minority investments exceeds ₹1.07 lakh crore — more than a third of its current market capitalization.

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**Government Perspective: Addressing Market Perception**

Oil Minister Hardeep Singh Puri recently expressed concern over the market’s undervaluation of state-owned oil public sector undertakings (PSUs). He stated that despite these PSUs’ strong profitability and significant contribution to the economy, investors harbor a “perception bias” that suppresses their market value.

Minister Puri also highlighted that over the past six years, India’s three major oil marketing companies—Indian Oil, Bharat Petroleum, and Hindustan Petroleum—have collectively generated profits totaling ₹2.5 lakh crore.

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**Conclusion**

While ONGC remains India’s largest oil producer with substantial assets and stakes in profitable subsidiaries, the market has yet to fully value its diversified portfolio. Addressing the perception bias around PSUs could unlock significant value for investors in the sector.
https://www.newsbytesapp.com/news/business/ongc-s-market-cap-growth-lags-behind-peers/story

aviation, business, international, manufacturing, technology

Tokiwair to Join Aircraft Manufacturing, Aiming for First Flight Within Five Years

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While Light Sport Aircraft (LSAs) are currently treated as experimental aircraft in Japan, they are recognized as practical planes in the United States and other countries. Tokiwair aims to secure approval in the U.S. and conduct its first flight within five years.

Since launching operations in 2024, Tokiwair has continued to post net losses. However, the company is now stepping up efforts to restructure and improve its financial standing.

Starting in October, entrepreneur Takafumi Horie has joined the board of directors to help strengthen management and guide the company toward a more sustainable future.

In an announcement on October 6th, Tokiwair also revealed plans to launch a so-called super app initiative. This platform is designed to link transportation, hospitals, and restaurants across Niigata Prefecture, creating a seamless user experience through a single app.

This initiative is part of a broader strategy to shift the airline toward profitability and expand its role in the regional community.
https://newsonjapan.com/article/147143.php