Slide 1: Earnings Presentation Q1 2026
Earnings Presentation Q1 2026 May 2026
Slide 2: Agenda
Agenda May 2026 01 Our transformative journey 02 Key elements of our strategy 03 Key portfolio actions 04 Financial highlights 05 Group & vertical performance 06 Q&A Earnings Presentation Q1 2026 | 2
Slide 3: Disclaimer
Disclaimer 2.0 Group prepared this presentation on a proprietary basis as general background information about the activities of 2.0 Group . The information contained herein is given in summary form and for discussion purposes only. Some of the information that is relied upon by 2.0 Group is obtaine
Slide 4: Our Transformative Journey
Our Transformative Journey Earnings Presentation Q1 2026 | 4
Slide 5: Our journey
Our journey The Group has grown from strength to strength in three different phases 2003-2020 2020-2021 2021-2025 INCEPTION AND LOCAL DOMINANCE ASSET REORGANIZATION & IPO PLATFORM BUILDING AND MEGA- • Business was founded in 2003 with $100k of • Covid marked an inflection point, prompting asset MERG
Slide 6: 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% 90% 50% 48.3% 56% 51% 65% 40.62% 100% 56% 100% 100% 100% 100% 22.5% 51% 85% 19.9% 41% 56% 7.3% 7.3% 70% Driving educa
Slide 7: 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 8: Key Elements of our Strategy
Key Elements of our Strategy Earnings Presentation Q1 2026 | 8
Slide 9: Our Foundation: Trillion $ Global Mega Themes
Our Foundation: Trillion $ Global Mega Themes Global Consumer Surge Energy & Mining Supercycle $2.4T 80% 40% 9.6% 3X $ 44T $ 600B 3X Of new global Average year-on- consumers to be of fashion spend CAGR projected Increase in local Cumulative Annual average Surge in critical year increase in from Asia
Slide 10: Our disciplined playbook drives 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 11: 2026 - Q1 Highlights
2026 - Q1 Highlights Earnings Presentation Q1 2026 | 11
Slide 12: Key Highlights for Q1 2026
Where are we today? Key Highlights for Q1 2026 Entry into new vertical New Investments Expansion AI KIDS AI co-workers comprise ~7% of our workforce Vertical financial highlights (EBITDA 1Q 2026) Group financial highlights (1Q 2026) Group Adjusted EBITDA 1 +909% YoY AED 9,9 bn AED 2.5 bn +1,823% YoY
Slide 13: Group Financials
Group Financials AED Mn Revenue Gross Profit +1,823% +1,113% 9,942 3,014 Revenue Profitability o Revenue increased by 1,823% YoY, o Growth in performance was primarily supported by the acquisition of Tendam as driven by the addition of new verticals, well as the consolidation of 2PZ and which contri
Slide 14: Group and Vertical Performance
Group and Vertical Performance Earnings Presentation Q1 2026 | 14
Slide 15: Media and Communications
Media and Communications AED Mn Revenue Gross Profit +11% Commentary +19% 214 193 106 90 Revenue Profitability Revenue grew by 11% year on year, driven Performance was affected due to the by the acquisition of London Lites and geopolitical situation moderated overall strong organic growth through Ba
Slide 16: Mobility
Mobility AED Mn Revenue Gross Profit +13% Commentary +13% 189 167 121 107 Revenue Profitability Revenue increased by 13%, driven by Profitability increased year on year, with growth in student registrations at EDC. EBITDA margin improving by 34 bps, driven by revenue growth and cost Q1’ 25 Q1’ 26 Q1
Slide 17: Wellness and Beauty
Wellness and Beauty AED Mn Revenue Gross Profit Commentary -5% -8% 157 149 52 48 Revenue Profitability Revenue declined by 5% year on year, EBITDA margin improved by 189 bps mainly impacted by the current geopolitical year on year, driven by tighter cost situation. management. Q1’ 25 Q1’ 26 Q1’ 25 Q
Slide 18: Retail & Apparel
Retail & Apparel AED Mn Revenue Gross Profit +15% +13% Commentary 1,441 830 1,258 738 Revenue Profitability On a pro forma basis, Tendam’s revenue On a pro forma basis, EBITDA increased by 15% year on year in AED increased by 12% year on year in AED terms, driven by continued growth in both terms, w
Slide 19: Food
Food AED Mn Revenue Gross Profit +21% +7% Commentary 1,623 331 308 1,347 Revenue Profitability Pro forma revenue growth of 21% YoY, On a pro forma basis, gross profit margin driven by stronger consumer purchasing, declined by 248 bps due to the including higher stocking activity amid the geopolitica
Slide 20: Energy
Energy AED Mn Revenue Gross Profit Commentary Profitability Pro forma net income for ePointZero increased YoY by +3% driven by strong organic performance across the board including Kalyon (+32% YoY). Q1’ 25 Proforma Q1’ 26 Q1’ 25 Proforma Q1’ 26 N/A Margin N/A N/A N/A Adjusted EBITDA1 Profit after t
Slide 21: Mining
Mining AED Mn Revenue Gross Profit +408% +3,567% Commentary 5,145 834 Revenue Profitability 1,013 Pro forma revenue growth of 408%, driven Pro forma EBITDA increased from AED by the acquisition of Alphamin in August 46 Mn to AED 1,083 Mn, supported by -24 2025 and continued growth in IRH Global stro
Slide 22: Investments
Investments AED Mn Revenue Gross Profit +45% +44% Commentary 1,158 738 798 512 Revenue Profitability Pro forma revenue increased by 45%, Pro forma EBITDA grew by 28%, with supported by growth in assets under revenue growth flowing through to management. profitability. Q1’ 25 Proforma Q1’ 26 Q1’ 25 P
Slide 23: Robust balance sheet supporting our investment growth strategy
Robust balance sheet supporting our investment growth strategy Reasonable leverage with Net Debt / Equity 0.20x Gross debt of AED 27.4bn Net debt of AED 17.9bn AED AED Healthy Cash balance Deployed capital to-date 9.5 48 bn bn ~ 4.8% As of 31 December 2025 Relatively low average funding cost for Hol
Slide 24: Q&A
Q&A Earnings Presentation Q1 2026 | 24
Slide 25: 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 26: Appendix
Appendix Earnings Presentation Q1 2026 | 26
Slide 27: Our Strategy
Our Strategy Earnings Presentation Q1 2026 | 27
Slide 28: 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 29: Financials Backups
Financials Backups Earnings Presentation Q1 2026 | 29
Slide 30: Financial Breakdown by Vertical – Q1 2026 vs Q1 2025
Financial Breakdown by Vertical – Q1 2026 vs Q1 2025 AED Mn +1,823% 9,942 Q1 2025 5,145 Q1 2026 1,441 1,623 1,158 193 214 517 157 149 167 189 33 Revenue 0 -9 Media Beauty Mobility Retail & Food Energy Mining Investments Packaging HoldCo Conso Apparel +375% Q1 2025 Q1 2026 2,511 1,083 537 529 Adjuste
Slide 31: Proforma Financial Breakdown – Q1 2026 vs Q1 2025
Proforma Financial Breakdown – Q1 2026 vs Q1 2025 AED Mn All figures in AED M Revenue Adj. EBITDA (post-IFRS)1 Net Income Verticals Q1 2025 Q1 2026 % change Q1 2025 Q1 2026 % change Q1 2025 Q1 2026 % change Media 193 214 11% 105 100 (5%) 53 47 (12%) Mobility 167 189 13% 88 100 14% 69 75 8% Beauty &
Slide 32: Investment Strategy
Investment Strategy Earnings Presentation Q1 2026 | 32
Slide 33: 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 34: Snapshot Per Vertical
Snapshot Per Vertical Earnings Presentation Q1 2026 | 34
Slide 35: 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: ED
Slide 36: Strategic Priorities: Mobility Vertical
Strategic Priorities: Mobility Vertical Global Trends Vertical Overview • ~$600Bn global urban transportation market by 2030, with outsized • Market Position – EDC has been the leading driver training growth in emerging markets provider in Abu Dhabi since 2000 and remains the largest and • UAE marke
Slide 37: Food & Agriculture Vertical
Food & Agriculture 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 & Ve
Slide 38: Strategic Priorities: Food & Agriculture Vertical
Strategic Priorities: Food & Agriculture 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, poul
Slide 39: 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 40: 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 24 30+ Awards Female experiences. 500+ Beauty Luxury salon for
Slide 41: 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 42: Mining Vertical
Mining Vertical Business Overview Key Business Channels • International Resources Holding (IRH) is based in Abu Dhabi Acquired strategic majority stakes in 2 operating specializing in unlocking the Mine-to-Market mineral value chain IRH Mining mines namely Mopani Copper Mines in Zambia and across Up
Slide 43: 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 44: 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 45: 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 46: 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 47: Strategic Priorities: Energy Vertical
Strategic Priorities: Energy Vertical Global Trends Vertical Overview • Global energy investment hit $3Tn in 2024, with two-thirds ($2Tn) • Development Pipeline– Upcoming renewable energy generation directed to clean technologies like solar, wind, EVs, and grids projects with identified pipeline of
Slide 48: 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 49: Capability and Know-How
Capability and Know- How Earnings Presentation Q1 2026 | 49
Slide 50: 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 51: 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 52: 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 53: ESG Highlights
ESG Highlights Earnings Presentation Q1 2026 | 53
Slide 54: 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