Alimentation Couche-Tard Investor Presentation slide image

Alimentation Couche-Tard Investor Presentation

NON-IFRS MEASURES Growth of same-store merchandise revenues for Europe and other regions. Same-store merchandise revenues represent cumulated merchandise revenues between the current period and comparative period for those stores that were open for at least 23 days out of every 28-day period included in the reported periods. Merchandise revenues are defined as Merchandise and service revenues excluding service revenues. For Europe and other regions, the growth of same-store merchandise revenues is calculated based on constant currencies using the respective current period average exchange rate for both the current and corresponding period. In Europe and other regions, same-store merchandise revenues include same-store revenues from company-operated stores, CODO and DODO stores, as well as Asian corporate stores prior to their acquisition date of December 21, 2020. These last two items are not included in our consolidated results. This measure is considered useful for evaluating our ability to generate organic growth on a comparable basis in our overall European and other regions store network. The tables below reconcile Merchandise and service revenues, as per IFRS, to same-store merchandise revenues for Europe and other regions and the resulting percentage of growth: (in millions of US dollars, unless otherwise noted) Merchandise and service revenues for Europe and other regions Adjusted for: Service revenues Net foreign exchange impact Merchandise revenues not meeting the definition of same-store Same-store merchandise revenues from stores not included in our consolidated results, including the impact of store conversions Total Same-store merchandise revenues for Europe and other regions Growth of same-store merchandise revenues for Europe and other regions 12-week periods ended Interest-bearing debt, net interest-bearing debt and leverage ratio. Interest bearing-debt is the sum of the following balance sheet accounts: Current portion of long-term debt, Long-term debt, Current portion of lease liabilities and Lease liabilities. Net interest-bearing debt correspond to the previous measure minus Cash and cash equivalents. Leverage ratio represents a measure of financial condition that is especially used in the financial community. The three measures are considered useful to facilitate the understanding of our financial position in relation with financing obligations. The table below reconciles net interest-bearing debt and adjusted EBITDA, for which the calculation methodology is described in a previous slide of this presentation, with the leverage ratio: (in millions of US dollars, except ratio data) Current portion of long-term debt Current portion of lease liabilities Long-term debt Lease liabilities Interest-bearing debt Less: Cash and cash equivalents 13 week period ended 12 week period ended 12-week periods ended April 30, 2023 April 24, 2022 April 24, 2022 585.7 571.4 571.4 April 25, 2021 551.9 Net interest-bearing debt Adjusted EBITDA Leverage ratio (60.5) (57.8) (57.8) (55.0) (17.9) (30.0) (25.1) (12.5) (71.8) (50.7) 75.3 75.4 78.8 74.0 575.4 558.6 520.6 3.0% 6.2% As at As at April 30, 2023 0.7 April 24, 2022 1.4 438.1 425.4 5,888.3 5,963.6 3,138.8 3,049.5 9,465.9 9,439.9 834.2 2,143.9 8,631.7 7,296.0 5,775.4 5,266.1 1.49 1 1.39 1 Return on equity. This measure is used to assess the relation between our profitability and our net assets. Average equity is 490.2 calculated by taking the average of the opening and closing balance for the 53 and 52-week periods. The table below reconciles net earnings, as per IFRS, with the ratio of return on equity: 53 week period ended April 30, 2023 52-week period ended April 24, 2022 2,386.7 2,429.1 52-week periods ended April 24, 2022 2,429.1 52-week periods ended April 25, 2021 1,830.8 (in millions of US dollars, unless otherwise noted) Net earnings (in millions of US dollars, unless otherwise noted) Merchandise and service revenues for Europe and other regions Adjusted for: Service revenues Net foreign exchange impact Merchandise revenues not meeting the definition of same-store Same-store merchandise revenues from stores not included in our consolidated results, including the impact of store conversions Equity - Opening balance (200.5) (205.0) (205.0) (178.4) Equity - Ending balance Average equity (178.4) (21.9) Return on equity (93.9) (50.5) (147.2) (152.0) 332.7 357.1 400.0 859.7 Total Same-store merchandise revenues for Europe and other regions Growth of same-store merchandise revenues for Europe and other regions 2,425.0 2,352.3 2,476.9 2.338.2 3.1% 5.9% Alimentation Couche-Tard | Investor Presentation 64 5.9 3 53-week period ended April 30, 2023 3,090.9 52-week period ended April 24, 2022 2,683.3 12.437.6 12.180.9 12,564.5 12.437.6 12,501.1 12,309.3 24.7% 21.8% CIRCLE K ingo
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