Q3-24 ACT Investor Presentation

M&A Strategy Our Competitive Advantage We are experts in closing and integrating M&A around the globe • ~73% of our current network has been sourced from M&A We have the balance sheet to consider very large deals where only a few others can play • We have ~$10B2 in capacity for an all-cash acquisition Our decentralized approach allows us to move quickly on deals of any size • • We generally target 11% - 15% Return on Capital Employed¹ Regional deals are led by the BUS 3 Our Approach FY2028 Ambition $1.1B EBITDA from new M&A opportunities Consolidating the US market remains a priority • • • ACT is #2 in the market, representing only -5% of the total c-stores in the US Over 60% of stores are operated by single-store operators Latin America and Southeast Asia remain highly attractive expansion markets With their own unique timelines for EV adoption, this presents an opportunity to deploy a strategically calibrated approach We are seeking to partner with strong management teams to build a platform in these regions In Europe, significant synergies to be unlocked by filling in the regional gaps for our current network Once the acquisition of the proposed European retail assets from TotalEnergies closes, we will seek to bolster our position in key markets We also seek to enter major markets in Europe opportunistically Adjacent retail We actively pursue M&A opportunities with a disciplined focus on returns 1 Please refer to the "Non-IFRS Accounting Standards Measures" section of this presentation for additional information on performance measures not defined by IFRS Accounting Standards. More specifically, this slide should be read in conjunction with the "EBITDA ambition for fiscal 2028" section, which represents a non-IFRS Accounting Standards measure that is forward-looking information. For greater clarity, the Total Energies and MAPCO transactions are not considered as new M&A opportunities, as they were previously announced. 2 Company estimate based on LTM EBITDA ; does not include potential to leverage a hypothetical target Q3-24 ACT Investor Presentation CIRCLE ingo

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