Q1 2024 Results - Investor Presentation slide image

Q1 2024 Results - Investor Presentation

Key Highlights - Recent developments Issuance of €850m Sustainability-linked Senior Secured Notes, ESG KPIs included in SLB Framework, Nomination of Arnaud Marques as Timeway CEO and of Aurélien Sénéchal as Stroili CEO • Issuance of €850m SLB SSN due 2030 On February 14, Goldstory S.A.S announced the closing of the offering of its €350 million aggregate principal amount of sustainability-linked floating rate senior secured notes due 2030 (the "Floating Rate Notes") and its €500 million aggregate principal amount of 6.75% sustainability-linked senior secured notes due 2030 (the "Fixed Rate Notes" and, together with the Floating Rate Notes, the "Notes"). • A portion of the net proceeds from this offering has been used to redeem all of Goldstory's outstanding 5.375% senior secured notes due 2026 and floating rate senior secured notes due 2026 (collectively, the "2026 Notes") on March 4, 2024. SLB Framework • As a part of its Framework for the Sustainabitity-linked bond, Thom selected two KPIs which are core, relevant, and material to its business: • SPT 1: Reduce absolute scopes 1, 2, and 3 GHG emissions by 16% by FY 2027 and by 30% by FY 2030, compared to a FY 2023 base year; SPT 2: 85% of products and gold purchased by THOM from non-branded suppliers (tier 1) that are certified (RJC COP or COP & COC) or audited (SMETA 4) in FY 2027, and 100% in FY 2030, measured by purchase value. For more information, please refer to the full SLB Framework on our website SLB Framework 2024 ▾ Change in management composition • Appointment of Arnaud Marques as Timeway CEO Arnaud Marques has more than 20 years of experience in retail. He joined the Group in 2016 as Group Supply Chain and IT Director, before being appointed General Manager of Stroili in 2021. He was recently appointed CEO of Timeway to develop further the wholesale and licensing activities of the Group. Appointment of Aurélien Sénéchal as Stroili CEO Aurélien has 16 years experience in the jewellery industry. He joined the Group in 2021 as Supply Chain Director and became, in 2022, Chief Operating Officer. He was recently appointed CEO of Stroili to take over from Arnaud Marques. THOM Q1 2024 Results - Investor presentation March 15, 2024 Arnaud Marques - Timeway CEO Aurélien Sénéchal - Stroili CEO 11
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