)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Morgan Advanced Materials (MGAM) investor relations material
Morgan Advanced Materials Strategy Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategy Update summary4 Dec, 2025
Strategic direction and growth targets
Aims to achieve a 12% adjusted operating profit margin by 2028, with a long-term target of 12–14% margins beyond that.
Focuses on driving above-GDP growth through clear strategic mandates for each division and maximizing portfolio value.
Emphasizes technology leadership, product performance, and customer intimacy as key differentiators.
Identifies supply chain effectiveness and resource allocation as areas for improvement, with a focus on transforming operational effectiveness and improving underperforming sites.
Portfolio maximization through partnerships, divestments, and bolt-on M&A activities.
Divisional strategies and operational improvements
Performance Carbon targets 14–18% margins by renewing differentiation and expanding its addressable market.
Technical Ceramics aims for 12–16% margins by optimizing its manufacturing network and extending leadership in aerospace and semiconductors.
Thermal Products targets 8–10% margins by optimizing costs, enhancing delivery, and expanding in high-value segments.
Plans to turn around underperforming sites and streamline back-office functions, leveraging digitalization.
Emphasis on enhancing value proposition, strengthening partnerships, and expanding in targeted areas for market share growth.
Financial framework and capital allocation
Updated financial framework targets GDP+ organic revenue growth, 12–14% adjusted operating profit margin, ROIC of 17–20%, and sustained EPS growth.
Capital allocation prioritizes a strong balance sheet, organic investment, and regular returns, with leverage targeted at 1.0x–1.5x (up to 2.0x post-acquisition).
Capital investment is expected to normalize from 2026, with major semiconductor investments completing that year.
Dividend cover targeted at around 2.5x, with dividends maintained and growing with adjusted earnings.
Sustained growth in adjusted EPS, driven by organic growth, margin improvement, shareholder returns, and M&A.
Future capital deployment priorities after buyback pause?
Specific plans for underperforming sites turnaround?
What criteria guide potential divestments?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Morgan Advanced Materials earnings date
H2 202527 Feb, 2026
Next Morgan Advanced Materials earnings date
H2 202527 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Morgan Advanced Materials plc operates as a materials science and application engineering company primarily in the United Kingdom. The company specializes in metals and advanced ceramics from production through to repair, refurbishment, remanufacturing and disposal solutions. It also provides material solutions for customers, including original equipment manufacturers, aerospace, automotive and defense. Morgan Advanced Materials plc was founded in 1856 and is headquartered in Windsor, the United Kingdom.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage