Aramis Group Sa · EURONEXT:ARAMI
Aramis Group Sa — Q3 2026 Earnings Presentation
22 slides from Aramis Group Sa's earnings presentation, Jul 23, 2026
Slide 1: Q3 2026 Results
Go ARAMIS GROUP Q3 2026 RESULTS JULY 23, 2026
Slide 2: Executive summary
Executive summary Performance in line with expectations — FY26 objectives and medium-term targets confirmed Deployment of the Key performance indicators strategy(1) Outlook - FY 2026 €559M in revenues and 28,576 B2C units, at Convergence of our Business model At least 110,000 total B2C vehicles sold
Slide 3: Market & business highlights
Market business highlights 01 3 01 Market & business highlights 3
Slide 4: Continuous market share gains in a challenging market environment
Market & business highlights Continuous market share gains in a challenging market environment Below 8 years used passenger car registrations Aramis Group market share for < 8 years old used cars (Aramis Group 6 geographies, in millions of units) (in %) On its domestic market (6 countries) On total
Slide 5: A unique value proposition driving best-in-class customer satisfaction
Market & business highlights A unique value proposition driving best-in-class customer satisfaction 1 Vertical integration 2 Aramis Operating System 3 Aramis Performance Engine through the value chain From sourcing to delivering Fine-tuned over the years, enriched People, Teams and Enterprise cars t
Slide 6: Two strategic pillars to drive us towards our goals
Market & business highlights Two strategic pillars to drive us towards our goals First Converge 1 pillar Leverage our European platform at scale Second Raise the bar 2 pillar Improve our model across all 25 MARS 2022 dimensions Q3 2026 RESULTS | JULY 23, 2026 6
Slide 7: Convergence: C2B, a strategic and accelerating sourcing channel
Convergence C2B: a strategic and accelerating sourcing channel Structural Benefits Diversified offer Broader sourcing pool Value-added services Lower macroeconomic exposure C2B Deliveries evolution C2B2C deliveries 1 in 3 +27% 25 MARS 2022 cars delivered by Aramis Group are now sourced via C2B ▲ up
Slide 8: Customer centers: an asset-light accelerator bringing us closer to our customers
Raise the bar Customer centers: an asset-light accelerator bringing us closer to our customers Customer centers’ purpose Local logistics hub Asset-light model 79 +6 PoS vs. FY 2025 Closer to customers Limited capital requirements PoS opened since Sept. 2025 Increased local brand C2B sourcing engine
Slide 9: Financial performance
Financial performance 02 9 02 Financial performance 9
Slide 10: Revenue declined by -5% in Q3 2026, impacted by pre-registered sales
Financial performance As expected, revenue declined by -5% in Q3 2026, impacted by pre-registered sales, while refurbished sales held resilient despite market headwinds Revenue per segment (in millions of euros) -5% 591 559 • B2C refurbished 0% • B2B -7% ›Volumes +3% ›Volumes +1% 379 ›Prices / mix -
Slide 11: Double-digit refurbished growth in France, Spain and Italy
Financial performance Double-digit refurbished growth in France, Spain and Italy; UK and Austria stabilizing; France and Belgium impacted by pre-registered headwinds Revenue per country (in millions of euros) -5% 591 559 • France +3% • Belgium -23% ›Volumes +1% ›Volumes -22% 264 272 • Spain +16% • U
Slide 12: Outlook
Outlook 03 14 03 Outlook 12
Slide 13: Guidance confirmed
Outlook Guidance confirmed FY 2026 (updated on May 12th) Mid-term High single-digit Total B2C volumes At least 110,000 units organic CAGR growth Adjusted EBITDA Between €35 and €45 million c.5% of revenues 25 MARS 2022 Q3 2026 RESULTS | JULY 23, 2026 13
Slide 14: Conclusion
Outlook Conclusion As expected, pre-registered decline weighs on the 1 quarter, partially offset by refurbished growth in France, Spain and Italy First signs of stabilization emerging in transition 2 geographies, subject to macroeconomic and geopolitical conditions Continued execution of the overall
Slide 15: Q&A
Q&A ARAMIS GROUP 15
Slide 16: Appendices
Appendices 18 Appendices 16
Slide 17: Financial calendar
Appendices Financial calendar January 27, 2026 (after market) May 19, 2026 (after market) Q1 2026 revenues H1 2026 results July 23, 2026 (after market) November 25, 2026 (after market) 25 MARS 2022 Q3 2026 results FY 2026 results Q3 2026 RESULTS | JULY 23, 2026 17
Slide 18: Our purpose and ambition
Appendices Our purpose and ambition PURPOSE Provide affordable, sustainable individual mobility to all Europeans AMBITION Be the preferred platform for buying 2 5 Mused A R S cars 2 0 2 in 2 Europe Q3 2026 RESULTS | JULY 23, 2026 18
Slide 19: Governance bodies that combine operational excellence with a sustainable development approach
Appendices Governance bodies that combine operational excellence with a sustainable development approach Board of Directors composition Specialized committees Delphine Mousseau Board of Directors Sonia Barrière Independent director Independent director Head of Nominations and Head of CSR committee R
Slide 20: Shareholding structure with deep car market expertise and insights
Appendices Shareholding structure with deep car market expertise and insights As of June 3O, 2026 O U T S TA N D I N G S H A R E S T H E O R E T I C A L V O T I N G R I G H T S (1) 12,7% 21,6% 19,9% 60,5% 17,9% 67,4% 82,856,671 148,838,074 outstanding theoretical shares voting rights(1) 25 MARS 2022
Slide 21: Legal Disclaimer
Appendices Legal Disclaimer Certain information included in this presentation is not historical data but forward-looking statements. These forward-looking statements are based on current beliefs and assumptions, including, but not limited to, assumptions about current and future business strategies
Slide 22: Aramis Group
Go ARAMIS GROUP