Do & Co Aktiengesellschaft · VIE:DOC
Do & Co Aktiengesellschaft — Q1 2026/2027 Earnings Presentation
28 slides from Do & Co Aktiengesellschaft's earnings presentation, August 2026
Slide 1: Company Presentation First Quarter 2026/2027
COMPANY PRESENTATION First Quarter 2026/2027 1
Slide 2: Company Overview
Company Overview rege?
Slide 3: What makes us different
1 Company Overview What makes us different DO & CO brings a personal touch to the most prestigious experiences in the world. Delivering restaurant quality regardless of the limitations. Using only the best ingredients with no additives, flavor enhancers or preservatives. 3
Slide 4: The main pillars of the DNA
1 Company Overview THE 3 MAIN PILLARS OF THE DO & CO DNA The 3 main pillars Back to the roots - this is what we stand for of the DO & CO DNA committed to our principles Highest customer satisfaction through always prioritizing innovation, sustainable high quality and people’s motivation Passion for
Slide 5: The principles
1 Company Overview THE DO & CO PRINCIPLES The DO & CO principles CUSTOMER BRANDED INNOVATION UNIQUE DESIRE CUSTOMER PRODUCT PERFECTION creates EXPERIENCE LUXURY QUALITY MARGIN STRONG MARGIN 5
Slide 6: Our Culinary Platform
1 Company Overview INTERNATIONAL RESTAURANTS Our AIRLINE CATERING EVENT CATERING LOUNGES | HOTELS Culinary Platform Our vertically integrated approach means we constantly innovate upon our global culinary platform. Highest customer satisfaction GOURMET KITCHENS through always prioritizing BRAND | KN
Slide 7: Our Brand Portfolio
1 Company Overview Our World renowned patisserie The quintessential luxury Parisian Épicerie Brand and confectionery since 1786 Hédiard was established as a Historic purveyor of luxury importer of teas, spices confectionery to the imperial and delicacies from around the court of Austria, Demel is a
Slide 8: Our Locations
1 Company Overview Gdańsk Posen Berlin London Warsow Düsseldorf Katowice Kyiv Boston Frankfurt Detroit Munich Vienna Paris Chicago New York Salzburg Milan Seoul Los Angeles Miami Trabzon Istanbul Kurtkoy Madrid Barcelona Ankara Izmir Dalaman Adana Our Bodrum Antalya Locations multi region strategy,
Slide 9: Diversification
1 Company Overview Diversification Airport Gastronomy “Hédiard” the three dimensions of growth “Henry” “DEMEL” Staff Restaurants Hotels Restaurants Airline Lounges Stadium Hospitality International Event Catering Airline Catering
Slide 10: Business Case - DO & CO Munich
1 Company Overview BUSINESS CASE - DO & CO MUNICH 2024 Acquisition of Arena One FC Bayern Munich Olympic Park Munich DO & CO Hotel Munich NFL Match in Allianz Arena SAP Garden • +500 employees • extension of contract • extension of contract until • next to Marienplatz • Tampa Bay Buccaneers – • open
Slide 11: Airline Catering
Airline Catering
Slide 12: Airline Catering 1st Quarter 2026/2027 vs. Q1 2025/2026
2 Airline Catering 1st Quarter 2026/2027 vs. Q1 2025/2026 Our mission the best restaurant experience over 39,000 feet Revenue EBITDA EBIT € 483.6m € 57.4m € 39.9m +4% +5% +4% + 10 % cc* • DO & CO continues to benefit from premiumization trend • Working on efficiency improvements in all areas • Ameri
Slide 13: Award Winning Premium Airline Catering
2 Airline Catering Award Winning Premium Airline Catering • freshly prepared menus • Gourmet Entertainment by DO & CO • various wins of significant airline catering customers • multiple times awarded by SKYTRAX 13
Slide 14: Customer satisfaction proven for onboard catering and airline lounges
2 Airline Catering Customer satisfaction proven for onboard catering and airline lounges 14
Slide 15: International Event Catering
International Event Catering
Slide 16: International Event Catering 1st Quarter 2026/2027 vs. Q1 2025/2026
3 International Event Catering 1st Quarter 2026/2027 vs. Q1 2025/2026 Our mission the world’s leading premium hospitality and Revenue EBITDA EBIT gourmet entertainment experience € 111.5m € 14.1m € 11.8m + 11 % + 17 % + 20 % + 11 % cc* • innovative concepts • Formula 1 : • best quality all races del
Slide 17: Formula 1: DO & CO's 35th Season
3 International Event Catering Formula 1 DO & CO’s 35th Season • exciting season start with races in Miami, Canada, Monaco, Spain and Austria • strong demand in all locations continues • GP Malaysia in October added to race calendar • high customer satisfaction feedback • state-of-the-art hospitalit
Slide 18: The most prestigious events in the world
3 International Event Catering The most prestigious events in the world - powered by DO & CO Champions League Final, Budapest over 8,500 VIP guests ATP Masters 1000, Madrid one of the most premium tennis events in the world with 43,700 VIP guests in 12 days Rathausplatz, Vienna Eurovision Village an
Slide 19: Event Catering in Munich
3 International Event Catering Event Catering in Munich DO & CO is responsible for the culinary delights at many top-class events • long term partnership with FC Bayern Munich – VIP hospitality and public catering at Allianz Arena • DO & CO in charge of VIP hospitality and public catering at Allianz
Slide 20: SAP Garden in Munich
3 International Event Catering SAP Garden in Munich • new indoor location in Munich • multifunctional set up • Red Bull ice hockey and FC Bayern Munich Basketball in one location • grand opening : 27th September 2024 • capacity : − 11,000 guests • catering areas : − VIP areas / 11 Skyboxes − 13 publ
Slide 21: Restaurants, Lounges & Hotels
Restaurants, Lounges & Hotels 21
Slide 22: Restaurants, Lounges & Hotels 1st Quarter 2026/2027 vs. Q1 2025/2026
4 Restaurants, Lounges & Hotels 1st Quarter 2026/2027 vs. Q1 2025/2026 Our mission Innovative, Revenue EBITDA EBIT best quality and € 47.0m € 6.7m € 4.8m personalized +7% +4% +8% customer experience + 11 % cc* • Good sales and strong margin improvements • Very pleasing start of the year in the divis
Slide 23: DEMEL K. u. K. Hofzuckerbäcker since 1786
4 Restaurants, Lounges & Hotels DEMEL K. u. K. Hofzuckerbäcker since 1786 • successful new concept • clear retail and gastronomy segmentation • DEMEL KAISERSCHMARRN has become a signature product and creating strong demand 23
Slide 24: Hotels and Restaurants Munich and Vienna
4 Restaurants, Lounges & Hotels DO & CO Hotels and Restaurants Munich and Vienna DO & CO MUNICH • luxury Boutique Hotel in the heart of the city • first time Michelin Key Award for a DO & CO Hotel • two restaurants at the same location DO & CO STEPHANSPLATZ • flagship of the group : currently being
Slide 25: DO & CO ALBERTINA Vienna
4 Restaurants, Lounges & Hotels DO & CO ALBERTINA Vienna CONTRACT EXTENSION FOR 10 YEARS AND REOPENING IN NOVEMBER! • ALBERTINA - one of the leading museums worldwide with 2,000 - 3,000 visitors a day • co-branded chocolate and gift line ALBERTINA x DEMEL • DEMEL Kaiserschmarrn to go • casual offeri
Slide 26: A wide range of additional activities all around the world
4 Restaurants, Lounges & Hotels A wide range of additional activities all around the world • HÉDIARD : prestigious French luxury food brand • HENRY : premium, market fresh ingredients, always handmade • LOUNGES : award-wining, trend setting Premium Lounges • AIRPORT HOSPITALITY : increased traffic a
Slide 27: Contact Details
Contact Details Investor Relations investor.relations@doco.com DO & CO Aktiengesellschaft August 2026
Slide 28: Disclaimer
Disclaimer The information contained in this document has not been independently verified and no representation or warranty, expressed or implied, is made as to, and no reliance should be placed on the fairness, accuracy, completeness, or correctness of this information or opinions contained herein.
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