Press Release: The Generation Essentials Group Reports on Half Year Performance with a 160% Increase in Revenue

Dow Jones
Oct 20
   -- TGE Achieved 160% Increase in Revenue 
 
   -- Hospitality arm's revenue increased by over 60% 
 
   -- Total Net Income Surged over 70% to US$61.0 million (non-GAAP adjusted) 
 
   -- Total Assets amounted to US$1.25 billion (US$25.7/share) 
 
   -- Net asset value amounted to US$841 million (US$17.3/share) 

PARIS, NEW YORK and SINGAPORE, Oct. 20, 2025 /PRNewswire/ -- The Generation Essentials Group ("TGE", the "Company", or "we", NYSE: TGE), jointly established by AMTD Group, AMTD IDEA Group (NYSE: AMTD; SGX: HKB) and AMTD Digital Inc. (NYSE: HKD), a NYSE listed company focusing on global strategies and developments in multi-media, entertainment, and cultural events worldwide as well as hospitality and VIP services, announces its unaudited financial results for the six months ended June 30, 2025.

Highlights and Key Developments

   -- TGE owns AMTD L'Officiel's intellectual properties ("IP") globally and 
      maintains our operations through direct owner's model and franchisee 
      network in over 30 countries and regions. In the six months ended June 
      30, 2025, we started our first IP extended businesses under L'Officiel 
      Coffee. Featuring carefully curated specialty coffees, beautifully 
      crafted sweets including L'Officiel mousse cakes, L'Officiel magazine 
      cakes (with inter-changing of covers on the magazine cakes, leveraging 
      our world library of global fashion images and magazines' covers of over 
      100 years), in a stylish space at Omotesando in Japan, the venue's 
      popularity grew rapidly, establishing it as a vibrant social and cultural 
      hotspot well beloved by influencers, local communities, and visitors 
      alike. TGE has announced plans to roll out L'Officiel Coffee globally and 
      target to open 15-20 L'Officiel Coffee shops worldwide in the the next 
      three years. 
 
   -- Hotel operations, hospitality and VIP services income increased from 
      US$7.9 million in the comparable period in 2024 to US$12.7 million in the 
      six months ended June 30, 2025, representing a 60.3% growth. 
 
   -- During the six months ended June 30, 2025, the Company completed the 
      business combination with Black Spade Acquisition II Co. This business 
      combination is not within the scope of IFRS 3 since Black Spade 
      Acquisition II Co does not meet the definition of a business in 
      accordance with IFRS 3, the transaction is accounted for as a share-based 
      payment transaction within the scope of IFRS 2. As the fair value of 
      consideration transferred is higher than the net identifiable net assets 
      acquired, the Company recognized share-based payments of US$58.9 million 
      as a result of the business combination. This represents an exceptional 
      one-off expense resulting from the completion of the business combination, 
      and such expense did not affect the Company's recurring operating results 
      and financial position. 

Statement from the Board Members and Senior Management:

Dr. Feridun Hamdullahpur, co-chairman of the board and chairman of the audit committee of the Company, said, "TGE the three alphabets takes many meanings for our company and for me as Co-Chairman of the board: we arethe generation essentials, a company with our global capability and credentials to provide authentic, ethical and quality contents to the current generation of individuals and beyond. On the other hand, we are the global entertainment enterprise committed to expanding our presence in a multi-dimensional and global manner across various areas of growth. We are also the growing enterprise that offers multiple avenues of growth in a diversified manner across media, entertainment and hospitality spaces. We are proud of our results and we are confident to deliver long term values to our shareholders".

Mr. Samuel Chau, director and CFO of the Company, said, "The first half of 2025 has been a transformative period for The Generation Essentials Group, marked by the successful completion of our business combination and listing on the NYSE. This milestone represents a significant step forward in expanding our global presence and reinforcing our position as a leader in multi-media, entertainment, and cultural affairs. As we continue to grow, our focus remains on delivering innovative experiences, creating value through our diverse portfolio, and driving excellence across our core businesses."

Financial Results for the Six Months Ended June 30, 2025

Revenue

Our revenue for the six months ended June 30, 2025 amounted to US$87.4 million, as compared to US$34.2 million recorded for the comparable period in 2024. The increment was primarily attributable to:

   -- Hotel operations, hospitality and VIP services income increased from 
      US$7.9 million in the comparable period in 2024 to US$12.7 million for 
      the six months ended June 30, 2025, representing a 60.3% growth. 
 
   -- Dividend income and gain related to disposed financial assets at fair 
      value through profit or loss was US$8.6 million for the six months ended 
      June 30, 2025, compared to US$8.7 million for the comparable period in 
      2024. 
 
   -- Net fair value changes on financial assets at fair value through profit 
      or loss was US$56.2 million for six months ended June 30, 2025, compared 
      to US$7.2 million for the comparable period in 2024. The increase was 
      mainly attributable to the unrealized gain on our investment portfolio in 
      2025. 

Cost of Production and Cost of Hotel Operation

Cost of production and cost of hotel operation increased from US$34.2 million for the comparable period in 2024 to US$87.4 million in six months ended June 30, 2025, mainly due to the additional costs recognized from our hotel operation in line with the increase in revenue generated from our hotel operation, as well as the launch of our L'Officiel Coffee in Japan.

Other Income

Other income decreased from US$24.8 million for the comparable period in 2024 to US$7 thousand for the current period, mainly due to the disposal of the entire equity interests in certain of our subsidiaries engaging in non-core business during 2024.

Share-based payments

During six months ended June 30, 2025, the Company completed the business combination with Black Spade Acquisition II Co. This business combination is not within the scope of IFRS 3 since Black Spade Acquisition II Co does not meet the definition of a business in accordance with IFRS 3, the transaction is accounted for as a share-based payment transaction within the scope of IFRS 2. As the fair value of consideration transferred is higher than the net identifiable net assets acquired, the Company recognized share-based payments of US$58.9 million resulting from the business combination.

This expense was one-off in nature resulting from the completion of the business combination, and such expense did not affect the Company's recurring operating results and financial position.

Fair value change on financial liabilities at FVTPL

Upon the business combination between the Company and Black Spade Acquisition II Co, the Company has 16,220,000 warrants outstanding. The Company recognized the warrant as financial liabilities at FVTPL and thus the changes in fair value have been recognized in profit or loss. In the current period, the Company recognized US$5.2 million fair value gain on the warrants.

Other Operating Expenses

Other operating expenses for the six months ended June 30, 2025 increased by 69.5% as compared to the comparable period in 2024 to US$10.4 million, primarily attributable to an increase in our hotels' depreciation charges and the additional other operating costs recognized from our hotels in line with the increase in revenue generated from our hotel operation.

Staff Costs

Staff costs for the six months ended June 30, 2025 remain relatively steady at US$5.7 million compared to the comparable period in 2024.

Finance Costs

Finance costs for the six months ended June 30, 2025 decreased slightly by 3.4% compared to the comparable period in 2024 to US$4.6 million, primarily due to our continuous efforts in asset liability management controls.

Income Tax Expense

Income tax expense for the six months ended June 30, 2025 remained steady at US$1.5 million compared to the comparable period in 2024.

Profit For the Period

The Company recorded a non-GAAP adjusted net income of US$61.0 million in the six months ended June 30, 2025, a growth of 74.5% as compared to the comparable period in 2024. On GAAP basis, there is an additional one-off share-based payments charge of US$58.9 million against the above non-GAAP adjusted net income, which was recognized upon the completion of the business combination. See "Unaudited Reconciliation of IFRS and Non-GAAP Results."

Non-GAAP Financial Measures

We adjusted net income, which is non-GAAP financial measures, in evaluating our operating results and for financial and operational decision-making purposes. Adjusted net income represents profit for the period excluding one-off share-based payment expense arising from the completion of the business combination in accordance with IFRS 2. We define adjusted net income as profit for the period adjusted for non-recurring or extraordinary items.

We believe that non-GAAP financial measures help identify underlying trends in our business that could otherwise be distorted by the effect of one-off share-based payment expenses that we include in our profit for the six months ended June 30, 2025. We also believe that non-GAAP financial measures provide useful information about our results of operations, enhances the overall understanding of our past performance and future prospects and allows for greater visibility with respect to key metrics used by our management in our financial and operational decision-making.

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October 20, 2025 08:45 ET (12:45 GMT)

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