Slide 1: Invested in Energy
INVESTED IN ENERGY INTERIM RESULTS PRESENTATION H1 FY26 11 NOVEMBER 2025
Slide 2: Disclaimer
INTERIM RESULTS PRESENTATION 11 NOV 2025 2 DISCLAIMER • This presentation does not constitute an invitation to underwrite, subscribe for or otherwise acquire or dispose of any shares or other securities of DCC plc (“DCC”). • This presentation contains some forward-looking statements that represent D
Slide 3: Index
INTERIM RESULTS PRESENTATION 11 NOV 2025 3 INDEX 01. Strategic Progress 02. H1 FY26 Performance 03. Outlook, Summary and Q&A 04. Appendix
Slide 4: Strategic Progress
INTERIM RESULTS PRESENTATION 11 NOV 2025 Donal Murphy STRATEGIC PROGRESS
Slide 5: Key Messages from Today's Presentation
STRATEGIC PROGRESS 11 NOV 2025 5 KEY MESSAGES FROM TODAY’S PRESENTATION STRATEGIC PLAN: Significant progress executing strategic plan CAPITAL RETURN: Tender offer to commence shortly LIQUID GAS ACQUISITIONS: Growing our business in Europe H1 FY26 PERFORMANCE: Reiterating full year guidance, trading
Slide 6: Strategic Progress Over the Past 12 Months
STRATEGIC PROGRESS 11 NOV 2025 6 STRATEGIC PROGRESS OVER THE PAST 12 MONTHS Announced Healthcare: sold Info Tech: sold Prep for rest of Tech sale Single sector Energy simplification plan Our Greatest Opportunity - Energy
Slide 7: Our Energy Business
STRATEGIC PROGRESS 11 NOV 2025 7 OUR ENERGY BUSINESS Solutions Energy Mobility
Slide 8: Capital Return: Tender Offer to Commence Shortly
STRATEGIC PROGRESS 11 NOV 2025 8 CAPITAL RETURN: TENDER OFFER TO COMMENCE SHORTLY Sale of DCC Healthcare enables total capital return of £800 million: • Completed £100 million in on-market buyback by mid-September 2025 • Following completion of Healthcare sale on September 9, we announced our intent
Slide 9: Liquid Gas Growth: Acquired FLAGA in Austria and a Cylinder Business in the UK
STRATEGIC PROGRESS 11 NOV 2025 9 LIQUID GAS GROWTH: ACQUIRED FLAGA IN AUSTRIA AND A CYLINDER BUSINESS IN THE UK Committed to expanding our liquid gas business • Liquid gas is one of our two main strategic priorities for M&A. • There is opportunity in Europe, as well as in the US. • In October, we an
Slide 10: H1 FY26 Performance
INTERIM RESULTS PRESENTATION 11 NOV 2025 Conor Murphy H1 FY26 PERFORMANCE
Slide 11: Financial Highlights for the Six Months Ended 30 September 2025
H1 FY26 PERFORMANCE 11 NOV 2025 11 FINANCIAL HIGHLIGHTS FOR THE SIX MONTHS ENDED 30 SEPTEMBER 2025 Restated1 % % £’m 2025 2024 change change CC Revenue (billion) – continuing1 7.4 7.9 -7.1% -7.0% Group adjusted operating profit2– continuing1 206.7 218.5 -5.4% -5.3% Adjusted EPS (pence)2 – continuing
Slide 12: Divisional Results for the Six Months Ended 30 September 2025
H1 FY26 PERFORMANCE 11 NOV 2025 12 DIVISIONAL RESULTS FOR THE SIX MONTHS ENDED 30 SEPTEMBER 2025 Restated1 % % £’m 2025 2024 change change CC Adjusted Operating Profit by Division 2 Adjusted operating profit2 DCC Technology DCC Energy 173.3 182.6 -5.2% -5.9% 16% DCC Technology 33.4 35.9 -6.9% -2.0%
Slide 13: DCC Energy Performance Summary
H1 FY26 PERFORMANCE 11 NOV 2025 13 DCC ENERGY PERFORMANCE SUMMARY % Solutions: Energy 2025 2024 % change change CC • Solutions operating profit declined 10.0%, driven by Gross profit (£’m) 806.3 830.1 -2.9% -3.1% Energy Products (-12.8% compared with the prior year). • Energy Products was impacted b
Slide 14: Performance by Business Area
H1 FY26 PERFORMANCE 11 NOV 2025 14 PERFORMANCE BY BUSINESS AREA Total EBITA of £173.3m in H1 FY26 SOLUTIONS MOBILITY Operating Operating £101.8m: 59% profit £71.5m: 41% profit SERVICE STATIONS ENERGY PRODUCTS ENERGY SERVICES AND FLEET SERVICES 2025 2024 % change 2025 2024 % change 2025 2024 % change
Slide 15: DCC Technology Performance Summary
H1 FY26 PERFORMANCE 11 NOV 2025 15 DCC TECHNOLOGY PERFORMANCE SUMMARY Info Tech sale complete, progressing our North American % % programme DCC Technology – continuing1 2025 20241 change change CC Revenue (£’bn) 1.319 1.355 -2.7% -0.2% • Continuing revenue decreased 2.7% (0.2% cc). Gross profit (£’m
Slide 16: Our Capital Allocation Framework
H1 FY26 PERFORMANCE 11 NOV 2025 16 OUR CAPITAL ALLOCATION FRAMEWORK Sharpening our focus on self-funded development and shareholder returns 1 2 INVEST IN BUSINESS ORDINARY DIVIDENDS Capex STRONG Progressive approach, 1.0x – 1.4x capex : depreciation p.a. payout c.40% of earnings BALANCE SHEET Invest
Slide 17: Our Capital Allocation Framework
H1 FY26 PERFORMANCE 11 NOV 2025 17 OUR CAPITAL ALLOCATION FRAMEWORK Sharpening our focus on self-funded development and shareholder returns 1 2 INVEST IN BUSINESS ORDINARY DIVIDENDS Capex STRONG 5% increase Progressive approach, 1.0x – 1.4x capex : depreciation p.a. payout c.40% of earnings BALANCE
Slide 18: Outlook, Summary and Q&A
INTERIM RESULTS PRESENTATION 11 NOV 2025 Donal Murphy OUTLOOK, SUMMARY AND Q&A
Slide 19: Why Invest in DCC? Sustainable Returns
OUTLOOK, SUMMARY AND Q&A 11 NOV 2025 19 WHY INVEST IN DCC? Growing demand: customers need secure, cleaner and competitive Highly energy Scale experienced compounder: opportunities in 400 acquisitions new and existing at high returns markets SUSTAINABLE RETURNS Strong balance sheet and cash COMPOUNDI
Slide 20: Outlook to FY26 and Look Ahead
OUTLOOK, SUMMARY AND Q&A 11 NOV 2025 20 OUTLOOK TO FY26 LOOK AHEAD DCC continues to expect that the year ending 31 Strategic progress delivered & material shareholder return March 2026 will be a year of good operating profit growth on a continuing basis, significant strategic progress and ongoing de
Slide 21: Q&A
Q&A 11 NOVEMBER 2025
Slide 22: Appendix
INTERIM RESULTS PRESENTATION 11 NOV 2025 APPENDIX
Slide 23: Net Exceptional Charge (Including Impairments) for the Six Months Ended 30 September 2025
APPENDIX 11 NOV 2025 23 NET EXCEPTIONAL CHARGE (INCLUDING IMPAIRMENTS) FOR THE SIX MONTHS ENDED 30 SEPTEMBER 2025 2025 (a) Exceptional impairments: − An impairment charge has been recognised in relation to a DCC Note £m Technology business in the Netherlands following a decision to exit this Impairm
Slide 24: Other Financial Considerations Regarding FY26 Outlook
APPENDIX 11 NOV 2025 24 OTHER FINANCIAL CONSIDERATIONS REGARDING FY26 OUTLOOK (AS AT 11 NOV 2025) FX translation adj. operating profit c.flat Net finance costs c.£95m Effective tax rate c.21.9% Non-controlling interest c.£15m Current number of shares outstanding 96,896,329* • Number of shares outsta