Two Point Zero Group Pjsc · ADX:2POINTZERO
Two Point Zero Group Pjsc — 2PointZero Group PJSC — H1 2026 Earnings Presentation
55 slides from Two Point Zero Group Pjsc's earnings presentation, August 2026
Slide 1: Earnings Presentation H1 2026
Earnings Presentation H1 2026 August 2026
Slide 2: Agenda
Agenda August 2026 01 Our transformative journey 02 Key elements of our strategy 03 Financial highlights 04 Group & vertical performance 05 Q&A Earnings Presentation H1 2026 | 2
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by 2.0 Group PJSC on a proprietary and confidential basis and is provided solely for general background information and discussion purposes in connection with the activities of 2.0 Group PJSC and its subsidiaries and affiliates (collectively, the *“Grou
Slide 4: Our Transformative Journey
Our Transformative Journey Earnings Presentation H1 2026 | 4
Slide 5: From the UAE to the World
From the UAE to the World UAE The UAE offers a structurally attractive operating base, with GDP growth averaging 5.2% over 2021–2025, versus 4.0% globally — a 1.2 percentage point annual outperforms the outperformance. This reflects a sustained reform and investment agenda with non-oil sectors incre
Slide 6: Our journey
Our journey Buying 1 Share of 2PointZero Gives you exposure to $2T Mega themes 2021 2025 AED 11.6B PLATFORM BUILDING AND ~AED 134B Total assets by end of 2021 Total assets post mega-merger MEGA-MERGER • Platform building of National Champions + AED 400M Roll-up plays + Strategic M&A activities 17.5x
Slide 7: Our Portfolio Today- Key Holdings
Our Portfolio Today- Key Holdings CONSUMER Energy Wellness Retail and Mobility Media Food Packaging Investments e.0 Mining and beauty apparel 100% 84.04% 80% 48% 51% 67.9% 60.8% 100% 96.9% 50% 48.3% 56% 51% 65% 40.62% 100% 56% 100% 100% 100% 100% 22.5% 51% 85% 19.9% 41% 56% 7.3% 100% 70% Driving edu
Slide 8: What that means in numbers
What that means in numbers We have consistently delivered accelerated growth across all key financial metrics Revenue EBITDA1 Scale of growth (AED B) (AED B) 24.8 2025 pro forma revenue vs. ~60x 2021 reported revenue 17.5x 15.2x 6.5 In 4 In 4 > years years 7.0 3.0 1.7 2025 pro forma EBITDA vs. 1.7 ~
Slide 9: Key Elements of our Strategy
Key Elements of our Strategy Earnings Presentation H1 2026 | 9
Slide 10: Our Foundation: Trillion $ Global Mega Themes
Our Foundation: Trillion $ Global Mega Themes Global Average year-on-year increase in Energy & Cumulative energy investments Consumer $2.4T global consumer spend till 2030 driven by expansion and rising affluence of the consumers1 Mining Supercycle $44T expected from 2023 to 2030 to meet the targets
Slide 11: Our disciplined playbook helps us drive long term value creation
Our disciplined playbook helps us drive long term value creation • Dynamic leadership with diverse expertise spanning industries, geographies, capital markets and other disciplines The Team • • 200+ years of collective investment and operating excellence Buy Mission-driven team, unified in creating
Slide 12: 2026 - H1 Highlights
2026 - H1 Highlights Earnings Presentation H1 2026 | 12
Slide 13: Where are we today? Key Highlights for H1 2026
Where are we today? Key Highlights for H1 2026 Entry - New Vertical New Investments Expansion Capital Recycling AI KIDS AI co-workers comprise ~10% of our workforce Vertical financial highlights (EBITDA H1 2026) Group financial highlights (H1 2026) Group Adjusted EBITDA 1 +445% YoY AED 21.9 bn AED 5
Slide 14: Group Financials
Group Financials AED Mn Revenue Gross Profit +2,042% +1,139% 21,854 6,307 Revenue Profitability o Revenue increased to AED 21.9bn, o On a pro forma basis, Net Income supported by the merger and the increased by 178%, supported by acquisition of Tendam. Chimera’s NAV uplift and IRH trading. 1,020 509
Slide 15: Group and Vertical Performance
Group and Vertical Performance Earnings Presentation H1 2026 | 15
Slide 16: Mobility
Mobility AED Mn Revenue Gross Profit Commentary +2% -1% 353 361 229 226 Revenue Profitability Revenue increased by 2%, driven by Profit after tax fell by 9% year on year growth in student registrations at EDC. as the prior year benefited from non- recurring income generated by the H1’ 25 H1’ 26 H1’
Slide 17: Media and Communications
Media and Communications AED Mn Revenue Gross Profit Commentary +1% -15% 175 358 363 149 Revenue Profitability Revenue grew by 1% year on year, as UK Performance was affected due to the expansion offset demand disruption tied to geopolitical situation moderated overall regional tensions. H1 growth.
Slide 18: Wellness and Beauty
Wellness and Beauty AED Mn Revenue Gross Profit Commentary -4% -2% 318 306 105 103 Revenue Profitability Revenue declined 4% year on year, due to EBITDA growth YoY offset revenue losses decrease in footfall over the last 4 months through tighter cost management driven by the geopolitical situation.
Slide 19: Retail & Apparel
Retail & Apparel AED Mn Revenue Gross Profit Commentary +12% +11% 3,021 1,885 2,692 1,692 Revenue Profitability On a pro forma basis, Tendam’s revenue On a pro forma basis, EBITDA increased by 12% year on year in AED increased by 13% year on year in AED terms, driven by continued growth in both term
Slide 20: Food
Food AED Mn Revenue Gross Profit Commentary +28% +11% 3,355 666 599 2,612 Revenue Profitability Pro forma revenue growth of 28% YoY, On a pro forma basis, gross profit margin driven by stronger consumer purchasing. declined by 309 bps due to the geopolitical situation driven by supply H1’ 25 Proform
Slide 21: Energy
Energy AED Mn Revenue Gross Profit Commentary Profitability Pro forma net income for ePointZero increased YoY by +2% driven by strong organic performance across the board including Kalyon. H1’ 25 Proforma H1’ 26 H1’ 25 Proforma H1’ 26 N/A Margin N/A N/A N/A o ePointZero completed the acquisition of
Slide 22: Mining
Mining AED Mn Revenue Gross Profit Commentary +405% +4,863% 11,723 1,646 Revenue Profitability 2,322 Pro forma revenue growth of 405%, driven Pro forma EBITDA increased to AED by the acquisition of Alphamin in 2025 and 1,934 Mn, supported by strong gross -35 continued growth in IRH Global Trading pr
Slide 23: Investments
Investments AED Mn Revenue Gross Profit Commentary +62% +61% 2,586 1,600 1,595 994 Revenue Profitability Pro forma revenue increased by 62%, Pro forma Net Income grew by 188%, supported by growth in assets under primarily through NAV uplifts. management. H1’ 25 Proforma H1’ 26 H1’ 25 Proforma H1’ 26
Slide 24: Robust balance sheet supporting our investment growth strategy
Robust balance sheet supporting our investment growth strategy Reasonable leverage with Net Debt / Equity 0.18x Gross debt of AED 30.7bn Net debt of AED 16.9bn AED AED Healthy cash balance Total Assets to-date 13.7 147 bn bn ~ 4.7% As of 30 June 2026 Relatively low average funding cost for HoldCo am
Slide 25: Q&A
Q&A Earnings Presentation H1 2026 | 25
Slide 26: Thank You
Thank You IR Contact Details Contact 2.0 Group Investor Relations for any questions Mehdi El Bizri +971 50 328 1278 mehdi@2pointzero.ae
Slide 27: Appendix
Appendix Earnings Presentation H1 2026 | 27
Slide 28: Our Strategy
Our Strategy Earnings Presentation H1 2026 | 28
Slide 29: Putting It All Together
Putting It All Together The strategic merger will lead to a convergence of vision, purpose, capital, mega themes and exceptional teams Exposure to 2 Multi Trillion $ Global Mega Themes • Consumer: Over the next decade, 1B people will enter the middle class, adding $2.4T annually in new consumption—f
Slide 30: Financials Backups
Financials Backups Earnings Presentation H1 2026 | 30
Slide 31: Financial Breakdown by Vertical – H1 2026 vs H1 2025
Financial Breakdown by Vertical – H1 2026 vs H1 2025 AED Mn +2,042% 21,854 H1 2025 11,723 H1 2026 3,021 3,355 2,586 358 363 318 306 353 361 1,020 155 Revenue -9 -15 Media Beauty Mobility Retail & Food Energy Mining Investments Packaging HoldCo Conso Apparel +445% H1 2025 H1 2026 5,038 1,934 1,173 Ad
Slide 32: Proforma Financial Breakdown – H1 2026 vs H1 2025
Proforma Financial Breakdown – H1 2026 vs H1 2025 AED Mn All figures in AED M Revenue Adj. EBITDA (post-IFRS)1 Net Income Verticals H1 2025 H1 2026 % change H1 2025 H1 2026 % change H1 2025 H1 2026 % change Media 358 363 1% 197 156 (21%) 96 53 (44%) Mobility 353 361 2% 193 185 (4%) 159 145 (9%) Beau
Slide 33: Investment Strategy
Investment Strategy Earnings Presentation H1 2026 | 33
Slide 34: Our Investment Strategy
Our Investment Strategy Deploy patient capital into our Vertical Building Investment strategy Buy-outs of leading strong cash generating businesses in proven solid industries Objective Generate value through EBITDA consolidation, dividend generation, value appreciation and synergies Anchors Bolt-ons
Slide 35: Snapshot Per Vertical
Snapshot Per Vertical Earnings Presentation H1 2026 | 35
Slide 36: Mwasalat – Mobility Vertical
Mobility Vertical Business Overview Key Business Channels • Leading Driver Education Provider: premier pre-licensing institute • Leading driving license training provider in for driver training in Abu Dhabi, established in 2000 (only provider Abu Dhabi in Abu Dhabi) • Law-Aligned Quality Control: EM
Slide 37: Strategic Priorities: Mobility Vertical
Strategic Priorities: Mobility Vertical Global Trends Vertical Overview • ~$600Bn global urban transportation market by 2030, with outsized • Market Position – EMC has been the leading driver training growth in emerging markets provider in Abu Dhabi since 2000 and remains the largest and • UAE marke
Slide 38: Food & Beverage Vertical
Food & Beverage Vertical Business Overview Strong Market Position Estimated % of market share • Ghitha Holding PJSC is a diversified conglomerate ~1/3 ~1/5 operating across agriculture, food production, and Dairy Eggs distribution • Its portfolio spans Dairy, Poultry, Seafood, Juices, Fruits & Veget
Slide 39: Strategic Priorities: Food & Beverage Vertical
Strategic Priorities: Food & Beverage Vertical Global Trends Vertical Overview • Demand set to double: MENA calorie intake projected to 2 × • Diversified Platform– Ghitha evolved as fastest growing food by 2050 on population growth and urbanisation1 conglomerate in the region spanning dairy, poultry
Slide 40: Beauty Vertical
Beauty Vertical Business Overview Key Business Channels • Leading force in the UAE’s beauty and wellness industry, driving • Professional haircuts, coloring, treatments innovation, scalability, and market expansion • Advanced nail care, manicures, and pedicures • Portfolio of homegrown brands, shapi
Slide 41: Portfolio Companies: Beauty Vertical
Portfolio Companies: Beauty Vertical Company Description No of Locations Key Metrics Male/Female Affordable beauty salon offering nails, hair, spa 400+ Beauty 43 Female services. Services Trendy beauty lounge offering full-service salon 26 30+ Awards Female experiences. 500+ Beauty Luxury salon for
Slide 42: Strategic Priorities: Beauty Vertical
Strategic Priorities: Beauty Vertical Global Trends Vertical Overview • ~$7Tn+ market by 2030, growing at 7-9% CAGR, driven by health • Market Position – Omorfia is the leading UAE beauty and wellness consciousness, aesthetic demand, and youth-led spending group driving innovation and market expansi
Slide 43: Mining Vertical
Mining Vertical Business Overview Key Business Channels • IRH focuses on upstream investments in essential commodities, with Acquired strategic majority stakes in 2 operating emphasis on mature base metals and steelmaking raw materials IRH Mining mines namely Mopani Copper Mines in Zambia and • The
Slide 44: Strategic Priorities: Mining Vertical
Strategic Priorities: Mining Vertical Global Trends Vertical Overview • Critical minerals face soaring demand from electrification, grid • Integrated Resources Platform – IRH’s operations span the entire upgrades, and renewables—anchoring long-term investment in mine-to-market value chain with a foc
Slide 45: Energy – Elsewedy Electric
Energy – Elsewedy Electric Business Overview Manufacturing Capacity1 • El Sewedy Electric is a major Egyptian multinational energy and Wires & Cables Transformers infrastructure solutions company founded in 1938 Others Algeria Others • Headquartered in Cairo and listed on the EGX, Elsewedy is a Alge
Slide 46: Energy – EHC
Energy – EHC % Ownership 38% Business Overview EHC Investment LLC is an Abu Dhabi based company, operating through four main verticals: Energy, Infrastructure, Safety, and Technology. Built on a legacy of over three decades of collective expertise and operational excellence, EHC continues to evolve
Slide 47: Energy – Kalyon Enerji
Energy – Kalyon Enerji Business Overview • Kalyon Enerji is a vertically integrated Turkish renewable energy platform, established as a strategic subsidiary of Kalyon Holding, one of Turkey’s most prominent infrastructure, construction, and industrial groups • Headquartered in Istanbul, the company
Slide 48: Strategic Priorities: Energy Vertical
Strategic Priorities: Energy Vertical Global Trends Vertical Overview • Global energy investment hit $3.3Tn in 2025, with two-thirds ($2.2Tn) • Development Pipeline– Upcoming renewable energy generation directed to clean technologies like solar, wind, EVs, and grids projects with identified pipeline
Slide 49: Investment Vertical
Investment Vertical Overview Lunate • Lunate is an independent partner-led Abu Dhabi–based global alternatives manager, active across private equity, venture capital, private credit, real assets, GP stakes, public markets, and ETFs • $110 Bn in assets under management with ~200 employees, including
Slide 50: Capability and Know-How
Capability and Know- How Earnings Presentation H1 2026 | 50
Slide 51: Our Board of Directors
Our Board of Directors H.H. Sheikh Zayed bin Hamdan bin Zayed Al Nahyan Chairman H.E. Mariam Mohammed H.E. Mohamed Hassan H.E. Maryam Eid Dr. Mohamed Somar Saeed Hareb AlMheiri Mohamed Hassan Alsuwaidi Khamis AlMheiri Nassouh Ajalyaqin Vice Chair Board Member Board Member Board Member Ms. Sofia Mr.
Slide 52: Our Leadership
Our Leadership H.E. MARIAM ALMHEIRI SAMIA BOUAZZA Managing Director Chief Executive Officer Notable experience Years of experience 20+ years Notable experience H.E. Mariam bint Mohammed AlMheiri has been the CEO of 2PointZero, a global Samia is the founder of Multiply, established in 2003 that trans
Slide 53: Our Management Team
Our Management Team Michael Katounas Mezier Briefkani Naveed Khan Omar Fayed Chief Investment Chief Portfolio Group Finance Chief Strategy Officer Officer Director Officer Years of 20+ years experience 20+ years 15 years 15 years Notable experience Kaiser Geelani Lama Al Bachir Michele Bellabarba Me
Slide 54: ESG Highlights
ESG Highlights Earnings Presentation H1 2026 | 54
Slide 55: Sustainability Framework
Sustainability Framework Pillar 1: Robust Pillar 2: Growing Pillar 3: Investing Pillar 4: Managing Foundations our Human Capital in a Sustainable Our Influence Future Objectives Objectives Objectives Objectives • Enhance governance structure for a • Position ourselves as an employer • Shape the inve
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