Ampol Limited · ASX:ALD

Ampol — Macquarie Australia Conference 2026

8 slides from Ampol's conference presentation, May 5, 2026

  1. Slide 1: Macquarie Conference Presentation

    AMPOL LIMITED ACN 004 201 307 29-33 BOURKE ROAD ALEXANDRIA NSW 2015 For personal use only ASX Release Macquarie Conference Presentation Tuesday 5 May 2026 (Sydney): Ampol Limited provides the attached presentation for the Macquarie Australia Conference 5-7 May 2026. Authorised for release by: the Bo

  2. Slide 2: Important Notice

    2 Important Notice This presentation for Ampol Limited is designed to provide: For personal use only • an overview of the financial and operational highlights for Ampol Limited and its controlled entities, and their interests in associates and jointly controlled entities, (Group) for the twelve-mont

  3. Slide 3: Long tail to recovery supports global refiner margins

    3 Long tail to recovery supports global refiner margins Total Crude Volumes1 (mbd) For personal use only  Net loss of crude volumes to the global system as a result of the Middle East conflict is ~10mbd  Typically represents 50% of feedstock consumed by Asian refineries (ex China) 10.4  In Asia,

  4. Slide 4: What we have learnt through the conflict

    4 What we have learnt through the conflict For personal use only  Domestic refining plays a critical role when global supply is disrupted; highlighting the importance of local refining in keeping fuel available when international supply is constrained  Ampol is uniquely positioned through its inte

  5. Slide 5: FSSP underpins fuel security

    5 FSSP underpins fuel security LRM (US$/bbl) For personal use only 25.45 Current performance  1Q26 Lytton Refiner Margin (LRM) of US$25.45 per barrel 15.14  Expected to remain strong through Q2 noting increase in landed crude costs for 10.64 8.71 Lytton 6.07  T&I scheduled for early August 1Q 202

  6. Slide 6: Convenience Retail momentum ahead of acquisition

    6 Convenience Retail momentum ahead of acquisition 1Q 2026 performance For personal use only  Supply strength supportive of volumes in period of supply disruption Network shop sales Shop Gross Margin  Continued execution benefited store performance across Ampol network  U-GO represented ~75% of t

  7. Slide 7: Why invest in Ampol

    7 Why invest in Ampol Evolution of earnings mix – RCOP EBITDA3, $B  High-quality earnings mix For personal use only  Strategic clarity ~0.03 — Acquisition of EG Australia1 enhances network scale and segmentation Avg 2019 - 21 ~0.44 ~0.29 ~0.87 opportunities ~0.10 — Build a stronger, more efficient

  8. Slide 8: Thank you

    For personal use only Thank you

Ampol — Macquarie Australia Conference 2026 on 6ix