Q3-24 ACT Investor Presentation

US RTF Performance - Understanding The Fundamentals US RTF Gross Margin¹ (cpg) 50 45 40 20 15 10 35 30 25 1222 14.5 13.1 +1.4 1.45 47.5 +3.9 43.6 1.40 1.35 1.30 1.25 1.20 1.15 1.10 1.05 1.00 CPI (2009 base year) US RTF Gross Margin¹ (cpg) 40.0 36.0 32.0 28.0 24.0 20.0 16.0 12.0 FY2009 FY2010 FY2011 FY2012 FY2013 FY2014 FY2015 FY2016 FY2017 FY2018 Rack-to-Retail FY2019 ACT FY2020 FY2021 FY2022 FY2023 3,4 8.0 FY2018 1 ACT B/E FY2019 FY2020 2,3 US C-store 4Q B/E FY20215 FY2022 FY2023 2,3 US C-store 4Q Actual 1 "B/E" refers to Road transportation fuel breakeven gross margin. 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. 2 Source: NACS State of the Industry Report of 2017, 2018, 2019, 2020, 2021 and 2022 Data. 3 ACT presented using financial year and industry presented using calendar year. Industry data does not coincide exactly with ACT financial years 4 Source: U.S. Bureau of Labor Statistics 5 Year 2020 NACS data excluded due to the one-off effects of the COVID-19 pandemic; NACS 2020 data points for US C-store 4Q B/E and US C-store 4Q Actual were 55.2 and 29.6, respectively. Q3-24 ACT Investor Presentation CIRCLE Ⓡ ingo

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