Q3-24 ACT Investor Presentation
Leveraging Scale
Advantages
•
ACT perspective on industry margins
Macro-economic trends persist,
margins rising with business
costs
Outcomes for market participants
will differ based on location of
networks and company positions,
with scale and offer becoming
bigger differentiators
•
2022 extends trends, adding
volatility and price compensation
•
K
CIRCLE
Unleaded
CREDIT
Diesel
ACT will continue to outperform industry
Advantaged geographies and locations
•
Winning formula for fuel and mobility customers
.
Ability to capture end-to-end value dynamically as market
conditions change
•
Scale advantages (company, fuel supply chain and site level)
Our assessment for US Fuel CPG1 is low 40s, adjusted for inflation and market factors
1 US Fuel CPG refers to United States Road transportation fuel 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.
Q3-24 ACT Investor Presentation
CIRCLE Ⓡ
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