Slide 1: Notice to Abu Dhabi Securities Exchange on earnings webcast
Date: May 11th, 2026 2026 مايو11 :التاري خ M/s Abu Dhabi Securities Exchange أبوظب لألوراق المالية ي سوق/ السادة ر المحتمي Subject: Earnings Webcast for ر انعقاد مؤتمر المحللي ر:الموضوع أجيليب ي لشكة Agility Global PLC جلوبال Please be informed that Agility Global ج
Slide 2: Agility Global Q1 2026 Presentation
Agility Global Q1 2026 Presentation May 2026
Slide 3: Agenda
Agenda 1. Q1 2026 Updates 2. Owned & Operated Businesses 3. Investments 2
Slide 4: Q1 2026 Updates
Q1 2026 Updates 3
Slide 5: Q1 2026 Agility Global Update
Q1 2026 Agility Global Update Agility Group Latest Update Q1 2026 Top line growth continues as a result of capital deployed inorganic USD 1.4 B USD 185 M Controlled and inorganic investments in core operating businesses. Translation Revenue (+23%) EBITDA (+7%) Business into profit is mixed, but the
Slide 6: Executive Summary by Key Segments
Executive Summary by Key Segments EBIT Performance Commentary Menzies: Million USD Q1 ’26 Q1 ’25 % ▪ Top line growth driven by full contribution of the G2 acquisition, in addition to overall yield improvement across the portfolio. This was offset by the Menzies 36 42 -15% costs related to the exit o
Slide 7: Executive Summary by Key Segments
Executive Summary by Key Segments Investment Pillar Remarks Million USD Mar ‘26 Dec ‘25 % Remarks DSV METRICS DSV Investment 4,552 4,913 -7% 19.3 Mn shares DSV Share Price 1,531 (-5.2% v prior period) Fx (USD:DKK) 6.5 (-2.3% v prior period) Equity Collar 13 (41) 132% 12 Mn shares Fx (EUR:USD) 1.15 (
Slide 8: Key Operating Segments Performance
Key Operating Segments Performance Summary by business Menzies Tristar ALP Others Investments Relative Contribution +34% +8% +9% 11% 869 +44% 151 1% 370 139 340 20 649 14 REVENUE 26% 62% $ 1.4 B +23% Q1 25 Q1 26 Q1 25 Q1 26 Q1 25 Q1 26 Q1 25 Q1 26 0% +3% 10% 86 86 +64% 3% 61 +13% 8% 60 16 5 +34% 4 4
Slide 9: Balance Sheet
Balance Sheet in USD million Mar 2026 Dec 2025 Change Assets Assets Equity & Liabilities Current assets 2,571 2,607 -1% 19% 18% Current Assets Current Liabilities Financial assets at FV 4,634 4,998 -7% through OCI 42% Non-Current assets 6,001 5,806 3% Investments 36% 35% Non-current Liabilities Tota
Slide 10: Net debt
Net debt in USD million Mar 2026 Dec 2025 Change Key Debt components $ (millions) Mar-26 Dec-25 Change Interest-bearing loans 4,879 4,847 32 Funded collar on DSV Shares1 1,905 1,905 (0) Lease liability (current & non- Debt in Corporate 1,396 1,321 76 738 748 (10) current) G2 Acquisition debt 325 325
Slide 11: Cash Flow Statement
Cash Flow Statement Continued investment in operating business Capex and investments ($ M) in USD million Q1 2026 Q1 2025 Change 78 61 2% 8% (1) Investment Operating CF before 151 148 2% (6) Working Capital 37% Changes in Working (35) 23 -255% Tristar 30% (23) (23) Capital Other items (23) (7) -236%
Slide 12: Owned & Operated Businesses
Owned & Operated Businesses Menzies Tristar Logistics Parks 11
Slide 13: Menzies
Menzies Strong top-line growth driven by G2 and core business momentum, as well as stronger de-icing performance, while profitability was impacted by Kuwait exit costs, regional airspace disruptions, and new business ramp-up costs. Summary $M Product Details +220 Revenue by Region $M KPIs (000) Q1 2
Slide 14: Tristar
Tristar Strong top-line growth driven by Retail Fuel expansion and volume recovery, while EBIT outperformed through Maritime fleet optimization with lower exposure to chartering, and favorable associate contributions. Summary $M Revenue by Product $M +30 (+9%) 340 370 370 340 Revenue 42% 47% Q1-25 Q
Slide 15: Agility Logistics Parks
Agility Logistics Parks Saudi Arabia the main driver for revenue growth. Development execution remains solid. Summary $M Commentary +6 Exceptional top-line growth with strong operating leverage — Revenue (+44%) grew 44% YoY, while EBIT grew 64%, reflecting accelerating profitability as new 20 facili
Slide 16: Investments
Investments © pDsv © Reem Mall
Slide 17: DSV
•. DSV #1 global leader in freight forwarding, supply chain solutions and road transportation Agility Global Stake DSV Market Share1 Outlook Consensus(2) 19.3 Million shares 6% Global market share Median 2,035 DKK 8.1% Stake – Top 2 shareholders +40% Market share of top 20 ~40% freight forwarders Ma
Slide 18: Reem Mall
Reem Mall Resilient Performance Despite Headwinds Key figures Project Profile (not consolidated in Agility) GLA Trading (000 sqm) Key Quarterly Updates • Reem Mall delivered a resilient Q1 2026, with footfall, tenant sales and sales productivity all up strongly YoY. +20 Ownership (+17%) 135 • Occupa
Slide 19: Thank you
Thank you Agility Os