Forward Focus | CEEMEA: Key Metrics into Earnings

Research evidence excerpt

Forward Focus | CEEMEA: Key Metrics into Earnings

EMEA Equity Research AC CEEMEA Equity Research

(44-20) 7134-9899 10 July 2026 J P M O R G A N

EER_publications@jpmorgan.com

Upcoming Earnings Events, Key Metrics & JPMe

Wednesday 15 July

CW Company, Analyst, Sector Event Key Metrics JPMe Preview Analyst Commentary

BHP Group Ltd (BHP LN) (N) Sales Iron Ore output (Mt) 73.55 Link The key watchpoint into Q2'26 production result is Q2'26

realised pricing which could be negatively impacted due to

Dominic O'Kane Copper output (kt) 483.58

higher freight costs in the period although we see BHP less

Metals, Mining & Steel impacted vs other non-Australia based iron ore miners.

Richemont (OW) Q1 '27 Sales Group sales ex-FX 11.00 Link - We expect another very strong quarter for Jewellery

growth (%) Maisons (JPMe: +13.5% ex-FX), with solid momentum

across all brands and with sustained performance with most

Chiara Battistini Jewellery Maison 13.50

nationalities (with in particular an outperformance in North

sales ex-Fx growth

America, South Korea and Japan).

(%)

- Despite the better share price performance vs the rest of

Luxury & Sporting Goods the sector, we continue to see upside for Richemont. This is

thanks to its ongoing top-line growth, with broad-based

momentum, and further supported by favourable category

dynamics.

Friday 17 July

Valterra Platinum Limited (UW) Sales Production M&C (koz 884.00 Key points into production results: 1) Production tracking

6E) vs 2026 guidance 2) Costs guidance update owing to

higher energy costs since Mar'26

Dominic O'Kane Refined (koz 6E) 784.00

Metals & Mining

Tuesday 21 July

BAWAG Group (OW) Q2 Revenues, € mn 592.10 Link Focus on NII, capital development and any

announcements around PTSB

Amit Ranjan PBT, € mn 328.38

Financials

Wednesday 22 July